Careers

Key Responsibilities

• Responsible for finding and developing leads and sales opportunities for the Data Insights solutions in the EMEA region
• Successfully attain and exceed an allocated annual sales quota
• Account manage existing and future Data Insights subscribers in the EMEA Region
• Liaise with Data Insights division team members to manage renewals, query responses, operational alerts, relationship management issues
• Support Head of Data Insights on strategic development of the Data Insights and associated products
• Represent Hazeltree and the Data Insights solution at approved conferences
• Work closely with other Company groups to effectively succeed in the role

Qualifications

• Experience requirements:
• • 5+ years of experience in selling data suite offerings to investment firms
  • In-depth knowledge of the functioning of the Capital Markets eco-system
  • Significant number of contacts in both the buyside and sellside in EMEA
  • Salesforce, Excel and associated software skills
• Personal Requirements
• • University degree
  • Second language a plus
  • Excellent communication skills both written and oral
• Skills & Competencies:
• • Client Focused: Proven ability to understand client requirements, articulate software features and benefits to create solutions for prospective clients.
  • Partnership Mindset: Passion for building rapport and trust with new client relationships.
  • Financial Acumen: Strong understanding of financial products and investment management dynamics.
  • Tech-Savvy: Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology.
  • Communication Skills: Exceptional communication, presentation, and interpersonal skills.
  • Problem-Solving & Proactiveness: Ability to identify challenges, develop solutions, and proactively manage multiple client accounts.
  • Organizational Excellence: Highly organized, self-starter with strong time management skills.

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with company match.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.

Key Responsibilities

• Client Relationship Management:
• Forge deep relationships with key decision-makers at hedge funds and private market firms.
• Understand client business objectives, challenges, and evolving needs to maximize engagement.
• Strategic Growth & Revenue Expansion:
• Identify upsell and cross-sell opportunities, expanding Hazeltree’s footprint within existing accounts.
• Contribute directly to revenue growth by aligning clients with solutions that enhance their financial performance.
• Treasury & Product Expertise:
• Develop a deep understanding of Hazeltree’s platform and the intricacies of treasury management in the investment management industry.
• Educate clients on best practices and help them fully leverage our solutions.
• Client Success & Retention:
• Proactively address client needs, provide expert training, and ensure seamless ongoing support.
• Drive platform adoption and maximize customer satisfaction.
• Cross-Functional Collaboration:
• Work closely with internal teams (implementations, product, sales, support, etc.) to advocate for client needs and contribute to continuous solution improvements.
• Provide insights and feedback that directly shape the evolution of our platform and services.

Qualifications

• Education
• • Bachelor’s degree in Finance, Business, or a related field.
• Experience
• • 5+ years of experience in client success, account management, or a related role.
  • Experience working with hedge funds, private equity firms, or financial services is highly desirable.
• Skills & Competencies
• • Relationship Mastery: Proven ability to build rapport, foster trust, and nurture long-term client relationships.
  • Sales & Growth Mindset: Passion for identifying opportunities and driving revenue growth through upselling and cross-selling.
  • Financial Acumen: Strong understanding of financial products and investment management dynamics.
  • Tech-Savvy: Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology.
  • Communication Skills: Exceptional communication, presentation, and interpersonal skills.
  • Problem-Solving & Proactiveness: Ability to identify challenges, develop solutions, and proactively manage multiple client accounts.
  • Organizational Excellence: Highly organized, self-starter with strong time management skills.
• Bonus Points:
• • Experience working with hedge funds or private equity firms.
  • Familiarity with treasury management principles and best practices.
  • Experience with CRM systems (e.g., Salesforce, ChurnZero, Zendesk).

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with company match.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.

Key Responsibilities

• Strategic Financial Leadership
• • Partner with the CFO to influence financial strategy and decision-making.
  • Provide insights and recommendations to drive organizational growth and profitability.
• Budgeting and Forecasting
• • Own and manage budgeting and forecasting processes
  • Prepare detailed financial reports, projections, and analysis to guide business planning.
• Month-End Close Management
• • Oversee the monthly financial close process conducted by our outsourced team.
  • Ensure financial accuracy, compliance, and timely completion of financial statements.
• Financial Operations Development
• • Develop and enhance financial operations across organisation including accounts receivable (AR) and accounts payable (AP), including international entities
  • Implement best practices and streamline financial processes to enhance efficiency.
• Compliance and Reporting
• • Ensure adherence to accounting standards and regulatory requirements.
  • Coordinate with external auditors and manage audit processes.
• Cross-Functional Collaboration
• • Partner with various departments to support financial initiatives.
  • Provide financial guidance and reporting to operational teams.
• Other Finance and Accounting Activities
• • Participate in special projects as assigned
  • Continuously seek opportunities to improve financial systems and procedures.

Qualifications & Requirements

Technical & Industry Knowledge

• Strong understanding of financial principles, accounting standards, and regulatory requirements.
• Proficiency in financial software and advanced Excel skills.
• Experience with budgeting, forecasting, and financial analysis.

Soft Skills

• Analytical & Problem-Solving: Strong ability to analyze financial data and develop strategic recommendations.
• Communication: Excellent interpersonal and presentation skills to engage with stakeholders at all levels.
• Collaboration: Ability to work cross-functionally in a fast-paced environment.
• Attention to Detail: High level of accuracy and integrity in financial reporting.

Education & Experience

• Bachelor’s degree in Finance, Accounting, or a related field.
• CPA or MBA is a plus.
• 5+ years of experience in finance and accounting roles.
• Prior experience working in start-ups.
• Experience with international entities is highly desirable.

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with company match.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.

Essential Requirements:

• Writing and manipulating SQL scripts (MS SQL).
• Experience in supporting .Net and web-based applications.
• Experience in supporting financial applications.
• Experience with Zendesk and Jira.
• Experience with writing user manuals and wiki articles.
• Experience with GIT, understanding of Git Flow.
• Experience with TFS.
• Ability to read/write RegEx.
• Advanced Excel skills.

Key Responsibilities:

• Data monitoring
• Chasing data providers via email and phone, communication with clients on ETA
• Managing & troubleshooting the onboarding process of new funds/accounts (including creating users, reference data workflows, wire configuration, etc)
• Dealing with issues like absence, discrepancy or duplication of data
• Maintaining knowledge base, transferring knowledge among team members
• Submitting bug reports from production environments
• Contributing to evolving the daily data validations and client report delivery processes
• Communicating with clients in a proactive, consultative & professional manner
• Processing and responding to client requests
• Collaborating with Development teams including testing of new products for data extraction and monitoring
• Working with Project manager through the process of new accounts implementation: informing Data Service team of delays and/or new files monitoring

Essential Interpersonal skills:

• Strong interpersonal skills.
• Excellent communication & client facing skills.
• A positive, confident, and determined approach.
• Demonstrate a high degree of self-motivation and ambition.
• Financial and Treasury Management industry knowledge.
• Should be a problem solver and a quick thinker with exceptional organizational skills .
• Should be articulate, organized, patient, thorough and able to deal with a variety of people including client representatives, data providers, and project managers

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Pension plan.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.

Industry Background and Skills • Deep familiarity with prime brokerage clients, including their operational, trading, and reporting needs, to effectively position technology solutions. • Excellent understanding of the hedge fund sectors; including the regulatory environment and legal frameworks associated with the industry. • Experience in the buy side industry along with five plus years of financial technology sales experience. • A self-motivated individual who can demonstrate an ability to work in a demanding, fast-paced environment. • Demonstrable success in public market sales role with a network of referral sources and industry contacts. • A positive attitude and excellent interpersonal and communication skills. • Ability to be commercial, show initiative and to use common sense and intuition – derived from your professional experience. Treasury & Product Expertise: • Develop a deep understanding of Hazeltree’s platform and the intricacies of treasury management in the investment management industry. • Ability to educate prospective clients on best practices and help them fully leverage our solution e.g. articulate and monetize ROI of Hazeltree’s Treasury Management products.

Cross-Functional Collaboration: • Work closely with internal teams (implementations, product, sales, support, etc.) to advocate for client needs and contribute to continuous solution improvements. • Provide insights and feedback that directly shape the evolution of our platform and services.

Qualifications • Education: • Bachelor’s degree in finance, Accounting, Business, or a related field. • Experience: • 7+ years of experience in solutions consulting, treasury management, prime brokerage or investment banking. • Experience working with hedge funds or other alternative investment firms. • Experience and understanding of the financial markets, specifically Buy Side experience is highly desirable. • Understand the applications of ISIN’s and their meaning for investment identification

Skills & Competencies: • Client Focused: Proven ability to understand client requirements, articulate software features and benefits to create solutions for prospective clients. • Partnership Mindset: Passion for building rapport and trust with new client relationships. • Tech-Savvy: Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology. • Communication Skills: Exceptional communication, presentation, and interpersonal skills. • Problem-Solving & Proactiveness: Ability to identify challenges, develop solutions, and proactively manage multiple client accounts. • Organizational Excellence: Highly organized, self-starter with strong time management skills.

What We Offer • Competitive salary and performance-based commission. • Pension plan. • Opportunities for professional development and career advancement. • A collaborative and supportive work environment.

Industry Background and Skills

• Excellent understanding of the private equity fund sectors; including the regulatory environment and legal frameworks associated with the industry.
• A strong existing pipeline in geo-territory would be considered a plus.
• Experience in the buy side industry along with five plus years of financial technology sales experience.
• A self-motivated individual who can demonstrate an ability to work in a demanding, fast-paced environment.
• Demonstrable success in public market sales role with a network of referral sources and industry contacts.
• A positive attitude and excellent interpersonal and communication skills.
• Ability to be commercial, show initiative and to use common sense and intuition – derived from your professional experience.

Treasury & Product Expertise:

• Develop a deep understanding of Hazeltree’s platform and the intricacies of treasury management in the investment management industry.
• Ability to educate prospective clients on best practices and help them fully leverage our solution e.g. articulate and monetize ROI of Hazeltree’s Treasury Management products.

Cross-Functional Collaboration:

• Work closely with internal teams (implementations, product, sales, support, etc.) to advocate for client needs and contribute to continuous solution improvements.
• Provide insights and feedback that directly shape the evolution of our platform and services.

Qualifications

• Education:
• • Bachelor’s degree in finance, Accounting, Business, or a related field.
• Experience:
• • 7+ years of experience in solutions consulting, treasury management, or a related role.
  • Experience working with private equity funds or financial service investment banks is highly desirable.

• Skills & Competencies:
• • Client Focused: Proven ability to understand client requirements, articulate software features and benefits to create solutions for prospective clients.
  • Partnership Mindset: Passion for building rapport and trust with new client relationships.
  • Financial Acumen: Strong understanding of how financial markets work products and investment management dynamics.
  • Tech-Savvy: Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology.
  • Communication Skills: Exceptional communication, presentation, and interpersonal skills.
  • Problem-Solving & Proactiveness: Ability to identify challenges, develop solutions, and proactively manage multiple client accounts.
  • Organizational Excellence: Highly organized, self-starter with strong time management skills.

What We Offer

• Competitive salary and performance-based commission.
• Pension plan.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.

Industry Background and Skills

• Familiarity with prime brokerage firms, including their operational, trading, and reporting needs, to effectively position technology solutions.
• Excellent understanding of the hedge fund sectors; including the regulatory environment and legal frameworks associated with the industry.
• Experience in the buy side industry along with financial technology sales experience.
• A self-motivated individual who can demonstrate an ability to work in a demanding, fast-paced environment.
• Demonstrable success in public market sales role with a network of referral sources and industry contacts.
• A positive attitude and excellent interpersonal and communication skills. • Ability to be commercial, show initiative and to use common sense and intuition – derived from your professional experience. Treasury & Product

Expertise:

• Develop a deep understanding of Hazeltree’s platform and the intricacies of treasury management in the investment management industry. • Ability to educate prospective clients on best practices and help them fully leverage our solution e.g. articulate and monetize ROI of Hazeltree’s Treasury Management products. Cross-Functional Collaboration: • Work closely with internal teams (implementations, product, sales, support, etc.) to advocate for client needs and contribute to continuous solution improvements.
• Provide insights and feedback that directly shape the evolution of our platform and services. Qualifications

Education:

• Bachelor’s degree in finance, Accounting, Business, or a related field.

Experience:

• 4 - 5 years of experience in solutions consulting, treasury management, prime brokerage or investment banking.
• Experience working with hedge funds or other alternative investment firms.
• Experience and understanding of the financial markets, specifically Buy Side experience is highly desirable.
• Understand the applications of ISIN’s and their meaning for investment identification

Skills & Competencies:

• Client Focused: Proven ability to understand client requirements, articulate software features and benefits to create solutions for prospective clients.
• Partnership Mindset: Passion for building rapport and trust with new client relationships.
• Tech-Savvy: Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology.
• Communication Skills: Exceptional communication, presentation, and interpersonal skills.
• Problem-Solving & Proactiveness: Ability to identify challenges, develop solutions, and proactively manage multiple client accounts.
• Organizational Excellence: Highly organized, strong time management skills.

What We Offer

• Competitive salary and performance-based commission.
• Pension plan.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.