The Customer Success Manager I oversees a portfolio of accounts and ensures an amazing customer experience, as measured by NPS, net revenue retention, referrals and product usage indicators. As the key contact point for the customer relationship on Diligent products. The CSM I will perform hands-on account management activities as well as collaborate with other team members in coordinating successful customer onboarding, training and ongoing customer relationships to ensure long-term satisfaction. Key Responsibilities Renew and grow a set of customer accounts by proactively anticipating needs, recommending additional products and services and providing an excellent customer experience as measured by revenue retention and customer product usage; Increase overall client satisfaction with Diligent measured through Net Promoter Score; Provide a seamless and ‘best in class’ customer experience through all phases of the customer lifecycle - coordinating with the client implementation and project teams, administrative staff, IT Team, and users of the Diligent application/s; Collaborate internally to be the voice of the customer across other departments, including with the sales, expansion, services, marketing, finance, customer transactions and operations teams. Be heavily intertwined with the Expansion Sales team in spotting, qualifying and passing on expansion leads Facilitation alongside the Implementation team of Diligent’s product and modules with senior stakeholders to the client including C-Suite and Directors. Build and maintain strong direct client relationships with key stakeholders & retain those relationships. Seek out client advocacy related initiatives Renewal of the existing book of Business Negotiating bigger deals Required Experience/Skills Up To 3 years of experience required Fluency in additional languages to English are desirable Build and maintain strong
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Joining Capco means becoming part of an innovative and dynamic consultancy firm, committed to fostering an inclusive environment where you are encouraged to #BeYourselfAtWork. We embrace individuality as a key factor in promoting diversity and inclusion, values that sit at the core of our success. We aim to attract a wide variety of talented professionals with different skills and experiences. If you require any adjustments to support your application process, please feel free to inform us at any stage. ABOUT CAPCO Capco is a global technology and business consultancy that is passionate about supporting clients in the financial services sector to grow and succeed in today's ever-changing world. We are: Experts in banking, capital markets, payments and asset and wealth management. Trusted advisors in core banking, securities and wealth management transformation, regulatory change, risk management and technology modernization. A company dedicated to continuous development and excited to welcome top talent to help us drive innovation and deliver lasting results. A business built on agility, collaboration, and entrepreneurial spirit. THE ROLE As a Temenos Configuration Specialist - Credit / Lending, you will play a key role in delivering a complex core banking and credit transformation for a leading Swiss financial institution. You will focus on the functional configuration, integration, testing, and deployment of Temenos lending and credit capabilities within Temenos Core / Transact. Working across credit operations, business analysis, architecture, and technology, you will translate business requirements into robust configuration solutions supporting the full lending lifecycle from product and facility setup through drawdown, servicing, repayment, exposure management, and maturity. YOUR CAPCO DAY Configure lending products, credit agreements and facilities, limits and sub-limits, pricing and interest conditions, fees, repayment schedules, drawdown and disbursement rul
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. The Platform Security team (PlatSec) defends Plaid against attackers. We own laptop security, cloud security, AI security, detection and response, and red teaming. Right now we're in growth mode. AI has expanded Plaid's attack surface faster than most security teams can adapt, and we're building the guardrails, identity controls, and detection systems to keep pace without slowing the business down. If you like solving problems nobody's solved yet, this is that team. About the role You'll be Plaid's first line of defense on AI security. You'll review new AI technologies to find security risks before they ship, then design and implement the controls that close them. You'll build the guardrails, identity management, and detection systems that let Plaid use AI aggressively without getting burned. Responsibilities Review AI systems and integrations for security risk before and after deployment. Design and deploy guardrails, sandboxes, and other controls that contain what AI agents can do. Build or implement systems to track and manage AI identities, so we know what access every AI has been granted and can balance risk with agility. Detect and mitigate prompt injection across Plaid's AI
Are you a self-starter who loves tackling challenging problems in a team-oriented, fast-paced environment? Do you love the idea of living in Vancouver? Our quantitative equity team is expanding, and we are looking for talented individuals whose skills and interests are aligned with the team’s mission to deliver superior investment performance to our clients through a disciplined, systematic investment approach. Jobs within our team lie at the exciting intersection of research, data science, finance, and technology. A culture of innovation, career growth and success through collaboration has enabled us to deliver superior investment performance to our clients for over two decades. Today, our clients entrust us with over $78+ billion USD in financial assets. What You Will Do This is an exciting opportunity for individuals who are passionate about learning the quantitative equity investment management business and excited to tackle a broad range of investment, mathematical, and technology challenges. You will start with a comprehensive training program, learning about various elements of quantitative equity investment management. You will then continue to a specialized group within our team based on a combination of your fit and preference. Your specialized role may involve building, scaling, managing, monitoring, and/or trading our quantitative model and portfolios. You will be supported with coaching and mentorship from senior members of the team. We are creating the conditions for you to grow your career steadily over time. Groups within our team where you can contribute and gain valuable experience include: Investment Process Management Our Investment Process Management (IPM) group plays a central role in building highly scalable, efficient, and robust process management systems. The processes and infrastructure we maintain are critical in the team’s ability to d
We are looking for a Quantitative Equity Analyst to join our Quantitative Equity Team! We are a high-performance team embedded in a top-performing quantitative equity fund that manages over $78+ billion USD in financial assets. We are dedicated to the mission-critical operation of our investment engine—a well-tuned machine responsible for generating key decisions that drive trades and investment insights. Leveraging finance skills and cutting-edge technology, we ensure data quality, continuous process improvement, and operational excellence. As a core member of our team, you'll collaborate with investment experts to tackle challenging analytical problems, be accountable to ensure accurate and timely trade generation, and drive operational innovation. Based in West Coast Vancouver, we value mentorship, collaboration, and growth in a supportive and innovative environment. Join us to make a significant impact on our investment engine and overall success. What You Will Do This is an exciting full-time role for individuals who are passionate about learning the quantitative equity investment management business and excited to tackle a broad range of investment, mathematical, and technology challenges. You will start with a comprehensive training program, learning about various elements of quantitative equity investment management and our investment process. You will then continue to a specialized role utilizing data science and process engineering skillsets to accelerate the Quantitative Equities Team’s various investment functions. Your specialized role may involve building, scaling, managing and/or analyzing our quantitative model, portfolios, data assets and optimizers. You will be supported with coaching and mentorship from senior members of the team. We are creating the conditions for you to grow your career steadily over time. Investment Process Management The team you will be joi
We are looking for a Data Analyst to join our Quantitative Equity Team! We are a high-performance team embedded in a top-performing quantitative equity fund that manages over $78+ billion USD in financial assets. We are dedicated to the mission-critical operation of our investment engine—a well-tuned machine responsible for generating key decisions that drive trades and investment insights. Leveraging data analytics, finance knowledge and cutting-edge technology, we aim to ensure that new and useful data products are continuously ready for research. Do you love the idea of integrating large proprietary data sources into valuable applications? Are you a wizard at transforming ‘messy reality’ into high quality data assets? As a core member of our team, you will collaborate with investment and data experts to tackle challenging problems, and to continuously expand our capabilities in data. Based on the west coast in Vancouver, we value mentorship, collaboration, and growth in a supportive and innovative environment. Join us to make a significant impact on our investment outcomes and overall success. What You Will Do This is an exciting full-time role for individuals who are enthusiastic about learning the quantitative equity investment management business and excited to tackle a broad range of data, investment, and technology challenges. You will start with a comprehensive training program, learning about various elements of quantitative equity investment management and our investment process. You will then continue to a specialized role utilizing data analytics and data science skillsets to enable the Quantitative Equity Team’s research. Your role will involve identifying and assessing brand new data, data exploration, and proposing robust ways to integrate data products from many sources. You will be supported with coaching and mentorship from senior members of the team, and we will create the conditions for you to
We are looking for a Data Scientist to join our Quantitative Equity Team! We are a high-performance team embedded in a top-performing quantitative equity fund that manages over $78+ billion USD in financial assets. We are dedicated to the mission-critical operation of our investment engine—a well-oiled machine responsible for generating key investment insights that drive trades. Leveraging data analytics, finance knowledge and cutting-edge technology, we aim to ensure that new and useful data products are continuously ready for research. Do you love the idea of evaluating and integrating large proprietary data sources into valuable applications? Are you a wizard at transforming ‘messy reality’ into high quality data assets? As a core member of our team, you will collaborate with investment and data experts to tackle challenging problems, and to continuously expand our capabilities in the data space. Based on the west coast in Vancouver, we value mentorship, collaboration, and growth in a supportive and innovative environment. Join us to make a significant impact on our investment outcomes and overall success. What You Will Do This is an exciting full-time role for individuals who are enthusiastic about learning the quantitative equity investment management business and excited to tackle a broad range of investment, mathematical, and technology challenges. You will start with a comprehensive training program, learning about various elements of quantitative equity investment management and our investment process. You will then continue to a specialized role utilizing data science, machine learning, AI, and process engineering skillsets to accelerate the Quantitative Equity Team’s data preparation and modelling functions. Your specialized role will involve building, scaling, managing and evaluating our integrated data model, in direct support of alpha research. You will be supported with coaching and mentorsh
Junior Fund Accountant – Dublin, Ireland (12‑Month Graduate Opportunity) Start your finance career with a leading global investment bank – via mthree Are you a recent finance or accounting graduate looking to launch your career with a top tier investment bank in Dublin? We’re hiring Junior Fund Accountants for a 12-month placement. This role combines hands-on industry experience with structured training through the mthree Academy, preparing you to excel in global fund accounting and investment operations. What you’ll do As a Junior Fund Accountant, you’ll support the delivery of high-quality accounting services for assigned funds and clients. Your responsibilities will include: Performing cash and asset reconciliations for assigned funds Reconciliating and allocating fund expenses accurately Preparing first draft fund performance reports for client review Contributing to service improvement initiatives, process efficiencies, and control enhancements Supporting senior colleagues on complex accounting items and escalations Answering standard client questions on fund reporting and accounting processes Helping ensure compliance with internal controls and operational standards Working collaboratively to support team and business objectives This role provides deep exposure to fund accounting processes, NAV components, financial reporting cycles, and operational fund controls. Training You Will Receive (mthree Academy) Before joining your client team, you will complete structured training designed to build your expertise across financial markets, accounting fundamentals, and fund operations. Core Curriculum Overview Banking & Market Foundations History and evolution of the global banking system Role of banks in financial markets Basel regulatory framework Regulatory compliance, governance & culture Financial crime compliance Professional skills: networking, communication, remote work readiness Funds Ind
Job Title: Assistant – Operations Employment Type: Contract (12 months) Location: Bengaluru, India Work Type: Office-based Experience: 1–1.5 years About ClinChoice ClinChoice is a partner to the largest pharmaceutical, medical device, and consumer care innovators in the world. Established in 1995, we provide expertise in clinical operations, biometrics, regulatory affairs, pharmacovigilance, medical affairs, and toxicology to help our partners advance healthcare by accelerating clinical trials with data-driven insights, delivering the best strategies for product registration, and enhancing patient safety through real-world and clinical analysis. Our global delivery network has expanded to centers and satellite offices in the United States, Mexico, the United Kingdom, Armenia, China, Japan, India, and the Philippines to help our customers maintain regulatory compliance locally and globally. We have forged future-defining partnerships with industry bodies and technology companies to develop cutting-edge solutions that deliver our expertise with quality and precision. Primary Responsibilities • Biometric & Access Management: Manage biometric attendance systems and employee access control. Activate access for new joiners and deactivate access for exiting employees. Coordinate maintenance and troubleshooting of biometric devices. Maintain and update biometric and access trackers. • CCTV Monitoring & Maintenance: Monitor CCTV systems and ensure proper functioning. Maintain CCTV time synchronization and recording accuracy. Coordinate with vendors/service providers for maintenance and issue resolution. • Security & Housekeeping Coordination: Supervise security and housekeeping operations. Manage attendance and manpower allocation for security/HK staff. Ensure workplace cleanliness, safety, and operation
WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: Zinnia is seeking a Financial Systems Internal Controls Specialist to help strengthen the internal control environment across our financial systems and related business processes. In this role, you will partner with Finance, Accounting, Financial Systems, Information Technology, Information Security, and Audit teams to document processes, assess risks, test controls, and support the remediation of identified issues. You will develop clear, audit-ready documentation and help ensure that controls remain effective as systems, integrations, and business processes evolve. This position is ideal for an internal controls, audit, or financial systems professional who enjoys understanding how systems and processes work, identifying risks, and developing practical solutions that improve control effectiveness and operational efficiency. WHAT YOU’LL DO: Lead process walkthroughs with accounting, finance, technology, and business stakeholders. Develop and maintain process narratives, flowcharts, standard operating procedures, data-flow diagrams, and risk and control matrices. Evaluate whether controls are appropriately designed to prevent or detect errors, unauthorized activity, and incomplete or inaccurate financial processing. Perform tests of control design and operating effectiveness. Develop test procedures, validate testing populations, select samples, inspect evidence, document exceptions,
This is Adyen We took an unobvious approach to starting a payments company, building a platform from scratch. Today, we're the payments platform of choice for the world's brightest companies. Our unobvious approach is a product of our diverse perspectives. This diversity, of backgrounds, cultures, and perspectives, is essential in helping us maintain our momentum. Our business challenges are unique, we need as many different voices as possible to join us in solving them - voices like yours. So no matter where you’re from, who you love, or what you believe in, we welcome you to be your true self at Adyen. CDD Risk Analyst APAC Our Customer Risk Review team is looking for a hands-on analyst with experience in the payments and/or finance industry. You will be working with a wide range of teams within Adyen, including commercial, compliance, and product to ensure that our KYC (Know-Your-Customer) documents are up-to-date whilst remaining compliant. You will contribute to the practice of enhanced due diligence, anti-fraud and anti-money laundering whilst driving change and projects. The job doesn’t stop there as you will also be responsible for projects to improve operational scalability that impact our day-to-day work. Operating with a hands-on mindset, you will independently manage intricate customer due diligence cases while serving as a catalyst for efficiency. You will assist in refining our standard operating procedures, mentor colleagues, and utilize data insights to automate and enhance our daily operational workflows. What you will do Perform periodic review of customer files in accordance with internal KYC/CDD requirements. Monitor KYC, CDD and EDD procedures to ensure our customers’ compliance. Collect and analyze customer information on a periodic basis whilst documenting material changes to their organizational structures, legal entity(ies) and policies. Drive process improvements and automation on our workflow procedures. Engage, drive and lead projects alo
Who Are We HALA is a leading fintech player in the MENAP region that aims to redefine financial services and build the future bank of SMEs. HALA aims at empowering SMEs to start, run, and grow their businesses by providing them with cutting-edge financial and technological tools. HALA currently holds multiple entities in UAE, Saudi Arabia and Egypt (including HALA Payments and HALA Logistics) and offers solutions that enable merchants to digitize their payments as well as manage their sales and operations. Founded in 2017, HALA is currently licensed by the Saudi Arabian Central Bank. Job Summary Responsible for managing and enhancing the transaction monitoring framework to ensure timely detection, investigation, and escalation of suspicious activities in line with SAMA regulations and internal AML policies. The role oversees monitoring controls, alert management, quality assurance, and team performance to mitigate money laundering and terrorist financing risks JOB-SPECIFIC Responsibilities: Own and operate the AML/CTF monitoring function end to end, including customer acceptance, KYC, CDD, EDD, transaction monitoring, investigations, escalation, and ongoing risk management. Review customer onboarding and periodic KYC updates and obtain the required approvals for high-risk customers, PEPs, complex ownership structures, UBOs, and source of funds/source of wealth assessments, with clear documentation and audit-ready records. Design, maintain, review, test, and enhance transaction monitoring scenarios, rules, thresholds, and logic to ensure effective detection of money laundering and terrorist financing risks and continuous improvement of monitoring quality. Oversee alert handling and investigations lifecycle, ensuring timely review, sound analysis, proper documentation, and structured escalation of suspicious cases to the AML/CTF reporting function for submission to the FIU. Review and update customer risk ratings (low, medium, high) based on relevant internal and exte
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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role As a Historical Data Conversion Project Manager, you will serve as the essential link between our technical Data Solution Consultants (DSCs) and the client’s business stakeholders. While DSCs focus on the technical execution of data migration and complex analysis, your role is to translate that work into a clear narrative for the client while relaying client requirements back to the internal team. You will leverage a strong understanding of HDC processes, investment data, and technical frameworks to comfortably bridge the gap between technical execution and client expectations. By working side-by-side with the DSCs to identify data remediation strategies, you will translate technical requirements into actionable directives for the client and proactively secure necessary inputs. This role is for a subject matter expert who can navigate technical language and investment complexities to drive project progress and maintain high-impact communication regarding status, gaps, and timelines. You’ll also be among the first members of the Data Solutions team based in India, helping establish our presence in the region while working closely with colleagues across the U.S., U.K., and other global offices. This is a collaborative role offering the
Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services industry. With a growing client portfolio comprising of over 100 global organizations, Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to deliver end-to-end data-driven solutions and fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting-edge ingenuity is brought to life through its Innovation Labs and award-winning Be Yourself At Work culture and diverse talent. About This Job The Business Analyst (BA) plays a critical role in supporting a banking Data for AI programme. You will work across business, data and technology teams to assess current data practices, identify gaps and bottlenecks, and translate findings into practical requirements and improvements. The ideal candidate combines banking/financial services experience, strong business analysis skills and hands-on data governance/data management knowledge. What You’ll Do Assess current-state data governance, ownership, stewardship, access, controls and data processes. Work across AI/data use cases to understand data requirements, sources, flows, access and consumption. Lead stakeholder interviews and workshops with business, data and technology teams. Map processes and data flows and identify gaps, bottlenecks, manual effort and unclear accountability. Translate findings into clear business/data requirements, target-state improvements and reusable governance patterns. Identify recurring enterprise data issues versus use-case-specific challenges. Engage and constructively challenge senior stakeholders and SMEs. What We’re Looking For Bachelor’s degree in business, Finance or related field 5+ years of Business Analyst with experience in data, AI/analytics, or technology t
SOBRE A CAPCO A CAPCO é uma consultoria global de tecnologia e negócios, focada no setor de serviços financeiros e energia, somos apaixonados por ajudar nossos clientes, temos 33 escritórios nas Américas, Europa e Ásia-Pacífico! Vamos te apoiar e ajudar a acelerar sua carreira! TEMPO DE EXPERIENCIA MÍNIMO NA ÁREA: Experiencia solida atuando com atividades de prevenção de acidentes no segmento de Petróleo e Gás, em regime offshore. Atribuições: Com atuação tática/operacional e em baixa ou média complexidade, Apoiar na sistemática do atendimento a NR-5 – CIPA, NR 37, cap 10 (Ciplat) e NR-4 – SESMT. Requisitos: Conhecimento em pacote Office; EMCIA (para componentes da equipe de heliponto) e ALPH (agente de lançamento de pouso de helicóptero); Curso Avançado de Combate a Incêndio para brigadistas de incêndio (CACI); Curso Básico de Segurança em Plataforma (CBSP); THUET (Treinamento de Escape de Aeronave Submersa) certificado pela OPITO; Possuir capacitação técnica para realização de resgate em espaço confinado e trabalho em altura conforme NBR 16710 - nível operacional; NR-35 e NR-33 (trabalho em altura e espaço confinado); Possuir capacitações para atender o item 37.9.6 da NR-37 (letras (b), (d) e (e) e suas reciclagens). Escolaridade: Técnico de Segurança do Trabalho. POR QUE CAPCO? Juntar-se à CAPCO significa ingressar em uma organização comprometida com um ambiente de trabalho inclusivo onde você é incentivado a #BeYourselfAtWork (Ser Você Mesmo no Trabalho). Celebramos a individualidade e reconhecemos que a diversidade e a inclusão, em todas as formas, são fundamentais para o sucesso. Acreditamos que todos trazem algo diferente, por isso adoraríamos saber o que o torna diferente! PRÓXIMOS PASSOS: Se você está ansioso(a) para progredir sua carreira conosco, candidate-se e aguarde o contato de um de nossos recrutadores!
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