Intern - Client Success

1 day ago

Remote, Canada Derivative Path Full time

**Who We Are**

Derivative Path is an award-winning firm providing financial technology and advisory solutions that empower small & mid-size financial firms to access capital markets. Launched in 2013, the Company is solving complex interest rate, foreign exchange, and commodity transactions through an all-in-one platform that democratizes access to the capital and liquidity of Wall Street firms, leveling the playing field between major banks and thousands of community and regional banks, credit unions, and their customers in a way that no other firm has. Its single, intuitive dashboard helps firms manage risk and enhance workflows while delivering better transparency, hedging capabilities, risk management, and operating efficiency.

With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 80+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees.

**The Opportunity**

**What You Will Do**
- Contribute to projects integrating the derivative portfolios and business processes of clients into Derivative Path platforms
- Work closely with the client success team on the analysis and resolution of client inquiries related to derivatives trading, Derivative Path platform usage, and client business processes
- Broaden your financial technology and client relationship management experience by working as a direct member of client facing teams
- Work in an international environment with teams in multiple time zones

**About You**
- Educational background related to finance (especially capital markets) and financial technology
- Interest promoting client relationship management best practices
- Team player committed to the success of organizational objectives
- Passion for learning new technologies and capital markets concepts

**Qualifications**
- Strong background in finance and accounting ideally with emphasis on capital markets
- Comfort with data analysis and use of productivity tools like Excel
- Strong written and verbal communication skills
- Ability to quickly master new technologies
- Ability to multitask and quickly change priorities in a highly dynamic work environment

Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Derivative Path offers a comprehensive benefits package, including health, dental, vision, 401k contribution, flexible spend accounts, and a generous paid time off policy.

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