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.

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

• 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.

Key Responsibilities

• Apply strong arithmetic and spreadsheet skills to support treasury and margin calculations.
• Assist in building and automating reporting processes using Python.
• Support daily operational tasks including cash, collateral, and margin monitoring.
• Liaise directly with hedge fund clients to clarify data, workflows, and operational requirements.
• Contribute to documentation of workflows, controls, and system processes.

Required Skills & Experience

• Postgraduate degree in Computer Science, Financial Engineering, Mathematics, or related field.
• Intermediate Python programming skills (data manipulation, automation scripts).
• Strong proficiency with Excel (pivot tables, macros, complex formulas, financial modelling).
• Familiarity with databases and data query tools (SQL desirable).
• Understanding of prime brokerage models, margining, and collateral management in asset management or hedge fund environments.
• Analytical mindset with attention to detail.
• Ability to communicate technical concepts to non‑technical stakeholders.
• Proactive problem‑solving and eagerness to learn industry‑specific systems.

Career Development

This role offers exposure to:

• Cutting‑edge treasury and margin management platforms.
• Operational workflows across hedge funds and asset managers.
• Opportunities to grow into specialized roles in Hedge Fund treasury operations, margin management, or fintech product support.

What We Offer

1. Competitive salary and performance-based incentives.
2. Comprehensive benefits package, including health, dental, and vision insurance.
3. Retirement savings plan with employer contributions.
4. Opportunities for professional growth, training, and certifications.
5. A dynamic and collaborative work environment at the forefront of cloud security and treasury technology.

Key Responsibilities

1. Solutions Consulting:
2. 1. Establish trusting relationships with key decision-makers at hedge funds and private market firms.
   2. Understand client business objectives, challenges, and evolving needs to maximize engagement.
3. Treasury & Product Expertise:
4. 1. Develop a deep understanding of Hazeltree’s platform and the intricacies of treasury management in the investment management industry.
   2. Educate prospective clients on best practices and help them fully leverage our solutions.
5. Cross-Functional Collaboration:
6. 1. Work closely with internal teams (implementations, product, sales, support, etc.) to advocate for client needs and contribute to continuous solution improvements.
   2. 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:
• • 5+ years of experience in solutions consulting, treasury management, or a related role.
  • Experience working with hedge funds, private equity firms, or financial services 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 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

• Administer and maintain Windows Server, Active Directory, IIS, and Office 365 environments
• Manage user provisioning, group policies, permissions, and access controls
• Monitor and troubleshoot server, network, and application issues
• Automate routine IT operations using PowerShell and other scripting tools
• Support incident response and collaborate with other IT teams for issue resolution
• Implement and manage patching and basic system hardening for Windows environments
• Maintain IT documentation, inventory, and ITSM workflows (Jira, ServiceNow)
• Assist with basic cloud integration tasks (e.g., Office 365, hybrid identity, IAM)

Requirements

Must-Have Skills

• 3+ years of IT operations or systems administration experience
• Exposure to AWS cloud environments
• Strong expertise with Windows Server administration, Active Directory, and IIS
• Experience with Office 365 administration
• PowerShell scripting for automation and administration
• Familiarity with network troubleshooting (DNS, DHCP, VPN, firewalls)
• Basic understanding of ITSM/incident management processes

Nice-to-Have

• Exposure to non-AWS cloud environments
• Familiarity with Linux systems (basic troubleshooting)
• Awareness of basic security best practices (patching, MFA, IAM)
• Knowledge of compliance frameworks like ISO 27001, SOC2

Soft Skills

• Strong problem-solving and troubleshooting skills
• Clear communicator with both technical and non-technical teams
• Collaborative team player with a proactive mindset
• Able to handle multiple priorities and respond effectively during incidents
• Detail-oriented with a focus on operational reliability

Education & Certifications

• Bachelor’s degree in Information Technology, Computer Science, or equivalent experience
• Preferred certifications (not required):
• • AWS Cloud Certifications
  • Microsoft Certified: Windows Server Hybrid Administrator Associate
  • Microsoft 365 Certified: Enterprise Administrator Expert
  • CompTIA Network+ or Security+

What We Offer

• Competitive salary and performance-based incentives.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Retirement savings plan with employer contributions.
• Opportunities for professional growth, training, and certifications.
• A dynamic and collaborative work environment at the forefront of cloud security and treasury technology.
• Mentorship and a clear progression path into Cloud, DevOps or Software Engineering

Key Responsibilities

1. Office & Communication Support - IT Operations

• Endpoint Management: Set up, configure, and maintain employee hardware (laptops, monitors, etc), ensuring they are secure and ready-to-go.
• User Support: Serve as the first point of contact for internal staff technical issues (e.g., software, connectivity, printing) and manage the ticketing system.
• Office Communications: Administer and support our network, thin clients, laptops, and meeting room technology to ensure smooth office collaboration.
• Account Management: Manage user accounts and access across various Software-as-a-Service (SaaS) applications (e.g., email, collaboration tools, version control system).

2. Cloud & Security Assistance - Cloud Support

• Cloud Operations: Assist senior engineers with day-to-day operational tasks within our public cloud environment (e.g., monitoring, basic provisioning, resource tagging).
• Security Configuration: Support the implementation and maintenance of security measures, including Identity and Access Management (IAM) policies, basic firewall/security group configurations, and ensuring compliance with established security baselines.
• Documentation: Help create and maintain clear, accurate documentation for IT processes, cloud configurations, and end-user guides.
• Scripting: Assist with developing basic automation scripts (e.g., in Python or PowerShell) to streamline recurring operational tasks.

What You'll Bring

• Education: A recent degree in Computer Science, Information Technology, Information Systems, or a related technical field.
• Foundational Knowledge: A solid understanding of networking fundamentals (TCP/IP, DNS, DHCP) and operating systems (Windows and Linux).
• Cloud Interest: A strong passion for Cloud Computing; familiarity or basic experience with a major cloud provider (e.g., AWS, Azure, GCP) is a significant plus.
• Security Mindset: An awareness of fundamental security concepts (e.g., least privilege, multi-factor authentication).
• Soft Skills: Excellent communication and interpersonal skills with a focus on providing high-quality internal customer service.
• Problem-Solver: A proactive, resourceful, and self-motivated approach to troubleshooting and continuous learning.

Bonus Points For:

• Any cloud certification (e.g., AWS Certified Cloud Practitioner, Azure Fundamentals).
• Experience with a scripting language like Python or Bash.
• Familiarity with IT Service Management (ITSM) tools.

What We Offer

1. Competitive salary and performance-based incentives.
2. Comprehensive benefits package, including health, dental, and vision insurance.
3. Retirement savings plan with employer contributions.
4. Opportunities for professional growth, training, and certifications.
5. A dynamic and collaborative work environment at the forefront of cloud security and treasury technology.
6. Mentorship and a clear progression path into Cloud, DevOps or Software Engineering

Key Responsibilities

• Marketing Operations & Execution
• • Own and manage Hazeltree’s website, including content publishing, updates, and ongoing optimization.
  • Manage the full email marketing lifecycle, including campaign execution, segmentation, and performance tracking.
  • Own Hazeltree’s social media presence, including content planning, publishing cadence, and alignment with broader campaigns.
• Campaign & Content Leadership
• • Lead the design, production, and distribution of Hazeltree’s flagship Shortside Crowdedness Report, including all supporting campaign assets in partnership with PR consultancy.
  • Partner with internal stakeholders to develop integrated marketing campaigns that support demand generation and client engagement goals.
  • Ensure consistency of messaging, brand voice, and visual standards across all external-facing materials.
  • Promote all press coverage garnered by Hazeltree across channels.
• Sales & Client Enablement
• • Support leadership, sales, and account management teams with events (industry conferences, small group gatherings, etc.), pitch decks, client-ready collateral, and bespoke marketing assets.
  • Create and maintain product marketing materials that clearly articulate Hazeltree’s value proposition, use cases, and differentiators, including through platforms like Storylane.
  • Collaborate cross-functionally to align marketing output with pipeline priorities and client lifecycle needs.
• Growth & Optimization
• • Identify opportunities to expand and improve Hazeltree’s marketing programs to drive awareness, engagement, and qualified pipeline.
  • Track and report on performance metrics across campaigns and channels, using insights to continuously refine strategy and execution.

Required Experience & Skills

• 5+ years of experience in marketing roles at a fast-growing technology, fintech, or B2B SaaS company.
• Demonstrated ability to operate independently, manage multiple priorities, and execute with minimal oversight.
• Strong written and visual communication skills, with experience producing executive- and client-facing materials.
• Comfort working across multiple marketing disciplines, including brand-templated designs (via Canva), content, digital, product marketing, and campaign management.
• Familiarity with private markets, hedge funds, fund administrators, or adjacent financial services audiences.

Nice to Have

• Experience with Pardot and Salesforce (SFDC) for campaign execution and account-based marketing support.
• Hands-on experience working with Sanity CMS or similar modern content management systems.
• Prior exposure to data-driven or analytics-heavy products within financial services.

Why Hazeltree

Hazeltree is a market leader in treasury and liquidity management technology for hedge funds and private markets firms. This role offers the opportunity to take meaningful ownership of a sophisticated marketing function, work closely with senior leadership, and directly influence growth at a global fintech company with an expanding product footprint.