Portfolio Jobs

Join a team of fintech heroes! 👊

Performativ is the new kid on the block used by investment advisors and financial institutions across the globe. In 2020 our Founder & CEO while working for an asset manager, identified a significant cost silo relating to receiving, cleaning, formatting, and reporting data to their clients. He spent months looking for a solution-oriented platform but ended up losing time and valuable business results.

“After that unsuccessful search I decided to leave the asset manager and build the solution that was clearly missing in the market and Performativ was born” Albert Fox

Today Performativ empowers in shaping the future of wealth management.

We value your personality and passion.🔥

You’ll always be supported and looked after by your Performativ family, but you will also have a lot of responsibility for your own work, meaning that working independently isn’t something you mind. This is embedded into our culture as we are a dynamic and diverse team with a collaborative & inclusive working environment where everyone is valued and trusted. You will be part of a global remote team who prioritize helping others and growth where no question is stupid.

As our new customer success executive, you will;

• Manage multiple projects simultaneously to onboarding Perfomativ’s clients.
• Create structured framework to ensure world class customer experience.
• Be a super-user and subject matter expert while promoting the value of the product.
• Build relationships and be central to delivering customer experience.
• Active in product discussions and help us determine the future roadmap.
• Assist in creating training and educational materials.

We anticipate that you have.🎯

• Have a degree in economics, finance, econometrics etc. (or if not, you have an established presence in the domain).
• Minimum 1-2 years’ experience from an asset manager, custodian bank, fintech, broker or other financial institution will be considered as a strong plus.
• Experience in project management and stakeholder management
• Ability to communicate and foster positive business relationships.
• Motivation to work as a team with a positive and can-do attitude.
• Good understanding of the investment lifecycle in an enterprise setting in listed assets (knowledge of illiquid assets is a plus, but not required).

In return, we can offer🐣

• Dynamic Work Environment: Dive into the electric atmosphere of a fast-growing fintech startup. At Performativ, every day brings fresh challenges, groundbreaking ideas, and the chance to be a part of something big.
• Flexible Work Hours: We understand that life happens, and rigid 9-5 schedules aren’t always feasible. Enjoy the flexibility to manage your work hours in a way that makes sense for you and your tasks.
• Professional Development Fund: We invest in your growth. Access a generous annual allowance to spend on courses, conferences, or anything else that boosts your professional skills and knowledge.
• Continuous Feedback Culture: Thrive in an environment where feedback is frequent, constructive, and two-way. Regular check-ins ensure you're aligned, recognized, and always on a trajectory of growth.
• Personal Growth: With us, you're not just another employee. You're a vital part of our story. Embrace opportunities for professional and personal development as you work alongside some of the brightest minds in fintech.
• Collaborative Culture: Our team thrives on collaboration, innovation, and shared success. Here, your ideas are heard, your contributions are valued, and your growth is a shared priority.
• The Performativ Experience: Engage with a product that's making waves in the industry. As the egg steadily hatches and evolves, be at the forefront of pioneering changes in the fintech landscape.

If this sounds like you then what are you waiting for? Please click the Easy to Apply button in LinkedIn no later than 15 November 2023. We look forward to your application.

For questions about this role please contact our CCO, Crispin Rolt at [email protected] or Head of People & Communication, Sharmini Deb at [email protected]