Cobalt Client Solutions Advisor
4 weeks ago
Cobalt Client Solutions Advisor
FactSet is a leader in providing research and analytical tools to finance professionals. The company aims to advance its strategy to scale data and workflow solutions and expand private market offerings through the acquisition of Cobalt Software Inc., a leading portfolio monitoring solution provider for the private capital industry.
Cobalt GP Portfolio Monitoring is a critical tool for private capital to collect, analyze, and report on fund and portfolio company financial metrics. Private equity and venture capital funds use Cobalt's intuitive technology platform to gain operational efficiencies, address complex LP and management demands, and position their firm competitively.
The Cobalt Implementation and Customer Success Team is seeking exceptional individuals to join the team as Cobalt Client Solutions Advisor to actively assist with implementation tasks and support clients in Cobalt.
Key Responsibilities:
- Ensure timely and accurate completion of implementation tasks
- Complete all documentation for assigned tasks
- Respond to client inquiries through various communication channels
- Collaborate with internal teams (Implementation, Customer Success, Product)
- Stay up-to-date with private markets, including products and competitors
- Effectively translate client requirements into reporting templates and dashboards
- Assist in building a product knowledge base of reference material and user guides
Requirements:
- Bachelor's degree in Finance, MIS, Economics, Accounting, Business Administration, or similar field
- 2+ years of experience required (Private Equity/Private Markets or financial services sector preferred)
- Strong analytical and problem-solving skills
- Strong technical and PC skills, including Microsoft Office and experience with large data files
- Ability to handle multiple projects and adapt to changing demands
- Excellent communication and interpersonal skills
- Well-organized and able to handle multiple tasks
- Proven ability to work independently and as part of a team
- Flexible to work remotely in U.S. shift timings, preferably 5:30pm-1:30am IST
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