Client Onboarding Analyst Jobs

CAPCO POLAND Capco Poland is a global technology and management consultancy specializing in driving digital transformation across the financial services industry. We are passionate about helping our clients succeed in an ever-changing industry. We are also: Experts in banking and payments, capital markets and wealth and asset management Committed to growing our business and hiring the best talent to help us get there Focused on maintaining our nimble, agile and entrepreneurial culture About the Role: We are seeking a highly analytical and detail-oriented Business Analyst with deep experience in payments , particularly in credit card products and processing . This role will support the development and enhancement of innovative payment solutions, working closely with product managers, technology teams, and external partners to deliver best-in-class customer experiences. Key Responsibilities: Collaborate with product managers to define and refine product requirements for credit card and payment solutions. Analyze business processes, customer journeys, and transaction data to identify opportunities for innovation and optimization. Translate business needs into detailed functional and non-functional requirements, user stories, and acceptance criteria. Support the end-to-end lifecycle of credit card products, including onboarding, authorization, clearing, settlement, and dispute management. Conduct market and competitor analysis to inform product strategy and positioning. Work with cross-functional teams (engineering, compliance, operations, finance) to ensure alignment and successful delivery. Assist in UAT planning and execution, ensuring solutions meet business and regulatory requirements. Monitor KPIs and performance metrics post-launch to assess impact and identify areas for improvement. Required Qualifications: 5+ years of experience as a Business Analyst in the payments industry , with a strong focus on credit card products . Sol

CAPCO POLAND *We are looking for Poland based candidate. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. Drive IAM Governance excellence across enterprise-wide transformation initiatives, ensuring robust identity management processes, stakeholder alignment, and sustainable governance frameworks. We are looking for an experienced IAM Governance Consultant to provide specialist consulting services. The consultant will play a key role in analyzing existing governance frameworks, assessing project outcomes, and driving continuous improvements across multiple User Access Management (UAM) initiatives. Working independently while collaborating with senior stakeholders and cross-functional delivery teams, you will evaluate governance processes, challenge assumptions constructively, facilitate decision-making, and translate business requirements into clear and actionable governance guidelines. What You'll Deliver Analyze and enhance IAM Governance processes, including Joiner, Mover, Leaver (JML), Recertification, and Application Onboarding frameworks. Review project findings, identify process gaps, risks, and improvement opportunities, providing practical and evidence-based recommendations. Develop, maintain, and continuously improve group-wide IAM Governance guidelines, standards, and documentation. Lead stakeholder workshops, governance forums, and recurring meetings to drive alignment and decision-making across multiple initiatives. Monitor progress, report on key governance activities, and present process updates, recommendations, and outcomes to senior management. What We're Looking For Strong experience working as a Business Analyst within IAM Governance, Identity Management, or User Access Ma

Business Analyst – Cyber Security (Privileged Access Management) Location: Dallas, Texas (Hybrid) | Practice Area: Business Consulting | Type: Permanent Help organizations strengthen cyber resilience by translating business needs into secure identity and access management solutions. The Role As a Business Analyst within Capco's Cyber Security practice, you will work with leading financial services and energy clients to deliver Privileged Access Management (PAM) transformation initiatives. You will partner with business and technology stakeholders to gather, analyze, and document requirements while supporting the enhancement and adoption of enterprise PAM capabilities. This role is ideal for someone who enjoys bridging business objectives with cybersecurity solutions that improve governance, operational efficiency, and risk management. What You’ll Do Facilitate stakeholder workshops to capture, analyze, and document current and future state Privileged Access Management processes and business requirements Develop high-quality business requirements documents (BRDs), functional specifications, user stories, and process documentation to support solution delivery Collaborate with security, infrastructure, application, and business teams to support application onboarding, solution design, and implementation activities Coordinate testing activities, including User Acceptance Testing (UAT), and support successful deployment and business adoption of PAM capabilities Produce clear project deliverables, status reports, presentations, and stakeholder communications while ensuring alignment between business objectives and technical solutions What We’re Looking For 2+ years of experience as a Business Analyst, ideally supporting cybersecurity, identity management, or enterprise technology initiatives Experience gathering, analyzing, and documenting business, functional, and data requirements while managing stakeholder expectations Strong facilitation, communication, and presentati

Our mission and customers: We are creating the freedom for SMEs to succeed by delivering Europe's leading finance workspace with banking at its core, augmented by financial tools. We are proud to be rated 4.8 on Trustpilot, based on 55,000+ reviews. Our culture puts customer satisfaction at the core of what we do, as proven by our Net Promoter Score of 75 (more about our culture here). Our journey: Founded in 2017 by Alexandre and Steve, Qonto has grown to 1,700 Qontoers serving over 750,000 customers across 8 European countries. We have been profitable since 2023, and we are just getting started. Our beliefs: We hire for skills and potential. With 80+ nationalities, 45% women, of which 56% of women in our leadership team, diversity isn't a program; It's who we are. We've built a discrimination-free hiring process because the best teams are built on merit. AI at Qonto: AI is deeply embedded in how we work (here) - Every Qontoer gets unlimited access to the best AI tools. We want people who experiment without waiting for permission, push AI beyond the obvious, know when to trust it, and when to question it. ------------------------------------------------------------------------------------------------------ Join us as a KYC/KYB Analyst to protect Qonto's regulated growth while keeping onboarding fast and fair for our clients. You'll review enhanced due diligence and KYBC cases, decide who can safely open or keep a Qonto account, and flag financial-crime risks the moment you spot them, working closely with our Lead EDD. ➡️ What you'll do Decide on high-risk files: Review EDD cases for onboarding and lifecycle reviews, then approve, reject, or send them back to L1 for missing or invalid documents. Handle KYBC edge cases fast: Assess alternative documents and gray-activity requests, closing decisions within a 48-hour SLA when clients are blocked. Focus where it matters: Automation handles the routine files, so you'll concentrate your judgment on the riskiest ones du

About AlphaSense: The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us! The Role: Content Analyst will work with our Content team to expand AlphaSense’s content offering and support the needs of our clients. You will work together with a team of: product managers, content analysts, software engineers, and content vendors. Tasks will include: identifying and onboarding new content, configuring automatic content ingestion processes, and monitoring content quality. Content sets include public company presentations, news, regulatory, trade journals, publications, and other content available via the web. The ideal candidate will have: strong written and verbal communication skills; prior content onboarding and support experience; solid analytical skills; web research; and troubleshooting skills. Roles and Responsibilities : Research & Analysis: Discover new sources of content available on the web to augment our content offeri

About AlphaSense: The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us! The Role: Content Analyst will work with our Content team to expand AlphaSense’s content offering and support the needs of our clients. You will work together with a team of: product managers, content analysts, software engineers, and content vendors. Tasks will include: identifying and onboarding new content, configuring automatic content ingestion processes, and monitoring content quality. Content sets include public company presentations, news, regulatory, trade journals, publications, and other content available via the web. The ideal candidate will have: strong written and verbal communication skills; prior content onboarding and support experience; solid analytical skills; web research; and troubleshooting skills. Roles and Responsibilities : Research & Analysis: Discover new sources of content available on the web to augment our content offeri

A Career with Point72’s Operations Team Point72’s Operations team supports all operational aspects of trade processing, reconciliation, financing, and reporting firmwide for all products, including equities, derivatives, bonds, foreign exchange and futures, and digital assets across global markets. The team provides opportunities to build deep operational expertise and broad exposure across the firm, supporting internal mobility and long-term career development. What you’ll do Confirm daily trade activity across macro and derivatives products, and help resolve exceptions in a timely manner Reconcile positions with prime brokers, futures commission merchants, and trading counterparties to support operational control Partner with portfolio managers (PMs), traders, counterparties, prime brokers, and futures commission merchants to resolve trade-related issues Manage trade support workflows across bonds, repos, interest rate swaps, loans, credit, foreign exchange, futures, options, and other over-the-counter derivatives Monitor foreign currency exposure and help reduce risk through foreign exchange transaction execution and support Respond to ad hoc questions from internal teams and external clients with accurate data and analysis Participate in onboarding new portfolio manager teams, including account setup, platform training, and third-party connectivity Identify opportunities to improve processes through automation, stronger controls, and greater efficiency Support Operations workflows for macro and derivatives trade activity What’s required Zero to two years of experience in a middle office operations function at a hedge fund, asset manager, bank, or similar financial institution Undergraduate degree in accounting, business, economics, mathematics, or a related field Knowledge of fixed income and derivatives products, including rates, credit, futures, foreign exchange, and OTC derivatives Strong problem-solving and analytical skills High attention to d

A Career with Point72’s Operations Team Point72’s Operations team supports all operational aspects of trade processing, reconciliation, financing, and reporting firmwide for all products, including equities, derivatives, bonds, foreign exchange and futures, and digital assets across global markets. The team provides opportunities to build deep operational expertise and broad exposure across the firm, supporting internal mobility and long-term career development. What you’ll do Confirm daily trade activity and manage exceptions across bonds, repos, interest rate swaps, loans, credit, FX, futures, options, and other over-the-counter derivatives Manage verification and reconciliation of all positions to prime brokers, futures commission merchants, and trading counterparties Partner with portfolio managers, traders, external trading counterparties, prime brokers, and futures commission merchants to resolve trade-related issues promptly Help monitor and reduce foreign currency exposure through the execution of FX transactions Respond to ad hoc inquiries from internal and external clients with accurate analysis and clear follow-through Participate in onboarding new portfolio manager teams Support account setup, platform training, and third-party connectivity during onboarding Identify automation, efficiency, and control opportunities to improve daily trade support processes What’s required Undergraduate degree in accounting, business, economics, mathematics, or a related field Knowledge of fixed income and derivatives products with experience in swaps and broadly syndicated loans Experience with ClearPar for broadly syndicated loan trade affirmation Superior problem-solving and analytical skills Strong work ethic, self-motivation, and confidence Ability to work independently with a high attention to detail and a focus on deliverables that meet best-in-class standards Strong communication and interpersonal skills Ability to multitask and adapt to a changing e

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! About the Team: The Customer Operations team works closely with new and existing customers by implementing product features, managing the operational parts of the platform, and optimizing our client’s sales performance management processes. We are always ready to support and help our customers to identify ways they can unleash the revenue-driving potential of their sales compensation program. If you’re passionate about data analytics and want to contribute to sales operations, we’d love to hear from you! What you’ll be doing: • Work with new and existing customers to implement the company's new platform features as well as manage and optimize client processes • Learn the architecture and design of the company's platform to the extent of being able to independently complete updates, enhancements, and change requests • Lead onboarding & activities, including requirements gathering for incentive compensation plan rules, data analysis, and quality control • Assist the ongoing operations for a portfolio of existing customers and implement new features (i.e. rule building, process execution, reporting and dashboarding, and product support) • Scope, build and test automated workflows, processes and reporting capabilities to support automation of incentive compensation processes and improve business visibility • Support design projects including analysis, financial modelling, project planning, customer workshops

About the Role : We are looking for a proactive and detail-oriented Sales Coordinator to support our Ad Sales team. This role involves coordinating with internal and external stakeholders to ensure seamless campaign execution, maintaining sales operations, and providing analytical support to drive client success. The ideal candidate should have strong coordination skills, be comfortable working with data, and possess excellent proficiency in Excel and PowerPoint. Key Responsibilities : Sales Coordination & Campaign Support Coordinate with the Ad Sales team, clients, and agencies to ensure smooth onboarding and campaign execution. Act as the primary liaison between Sales and cross-functional teams including Campaign Operations, Marketing, Finance, Legal, and Collections. Track campaign progress and ensure timely execution as per agreed timelines. Monitor campaign performance and share regular updates with internal stakeholders and clients. Escalate execution-related issues proactively to ensure timely resolution. Sales Operations & Reporting Support the Sales team by preparing reports, presentations, and campaign performance summaries. Maintain accurate sales records, campaign trackers, and MIS reports. Prepare post-campaign reports with key performance insights and data analysis. Coordinate with Finance teams for timely invoicing and campaign closure. Gather information from multiple stakeholders and consolidate reports for business reviews. Client & Stakeholder Management Coordinate with clients and agencies for campaign documentation and execution requirements. Address operational queries and ensure a seamless client experience. Support the Sales team during client pitches by preparing relevant data, reports, and presentations. Skills & Qualifications : Strong analytical and numerical aptitude. Excellent coordination and stakeholder management skills. Proficiency in Microsoft Excel (advanced functions, pivot tables, reporting) and PowerPoint. Strong communica

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Solutions Consultants/Architects are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we are efficiently and effectively onboarding some of the world’s most sophisticated investors. They are focused on identifying how Addepar can unlock significant value for our clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets. They have a deep understanding of both finance and technology, take ownership of our clients’ happiness, and excel at project governance. Our ideal Solutions Consultant has a history of providing a superior client experience directly in investment management or in software deployments of a related domain. They are given discretion over their projects and work schedule and are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations. They must be a strong project manager and possess an appreciation for our target markets (or hunger and willingness to learn). They also possess the technical skills to take a hands-on approach to teaching, learning,

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Sales team partners closely with customers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for an Account Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role will be hybrid in Seattle, WA. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have 5-10+ years of experience in digital advertising, account management, customer success, consulting or a related client-facing role. Have

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Sales team partners closely with customers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for an Account Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role will be hybrid in San Francisco, CA. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have 5-10+ years of experience in digital advertising, account management, customer success, consulting or a related client-facing role

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Solutions Consultants are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we are efficiently and effectively onboarding some of the world’s most sophisticated investors. They are focused on identifying how Addepar can unlock significant value for our clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets. They have a deep understanding of both finance and technology, take ownership of our clients’ happiness, and excel at project governance. Our ideal Solutions Consultant has a history of providing a superior client experience directly in investment management or in software deployments of a related domain. They are given discretion over their projects and work schedule and are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations. They must be a strong project manager and possess an appreciation for our target markets (or hunger and willingness to learn). They also possess the technical skills to take a hands-on approach to teaching, learning, and developing th

About the team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Sales team partners closely with customers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the role We’re looking for an Account Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Has 5-10+ years of experience in digital advertising, account management, customer success, consulting or a related client-facing role. Has experience managing advertiser or agency r