Work with Advyzon
Benefits & Perks
Healthcare Vision Dental 401K Unlimited time off
Observation of all market holidays Continuing educational support Sabbatical Paternity leave In office games In office snacks Extracurricular team bonding
We’re always interested in talking with experienced contributors.
Please email careers@yhlsoft.com to get in touch confidentially.
Please email careers@yhlsoft.com to get in touch confidentially.
Open Positions
+Alternative Investment Data Operations Specialist
Advyzon is seeking a detail-oriented data operations professional to support our alternative investment data process, leveraging advanced technologies and tools to manage and validate investment data.
Primary Responsibilities
- Onboard new clients’ alternative investments by working with client service team, custodians and fund administrators
- Serve as an extension of our client’s back office by managing the entire post-trade processing of alternative investments
- Validate and process alternatives investment data for clients using various tools and technologies
- Collect, analyze and process into Advyzon alternative investment data and notices, including Capital Call Notices, Distribution Notices, and Capital Account Statements
- Resolve exceptions to ensure accuracy of alternative investment transactions and valuations
- Collaborate across Product, and Engineering team to optimize alternative investment data processing
- Coordinate with clients, the client service team, fund managers, and fund administrators to address data-related issues
- Support the migration or building of historical data for alternative investments using various sources
- Maintain and improve alternatives investment data operations workflow procedures
Skills/Qualifications
- Prior experience in alternative investment data entry or data operations is preferred
- Exceptional organizational skills and self-motivation
- Strong proficiency in Excel and experience analyzing and processing large data sets
- Meticulous attention to detail with high accuracy standards
- Strong communication and cross-functional collaboration skills
- Use and understanding of generative AI tools is a plus
Additional Information
- Opportunity to work with cutting-edge technologies
- Critical role in supporting Advyzon's alternatives investment data
- Opportunity to expand and develop our alternative investment data team
+EVP, Enterprise Relationship Management (Remote)
We are seeking a highly motivated and experienced EVP of Enterprise Relationship Management with strong project management skills to join our team. The ideal candidate will be responsible for managing and nurturing client relationships, overseeing project delivery, and ensuring client satisfaction. This role requires a strategic thinker with excellent communication and leadership abilities.
Primary Responsibilities
- Develop and maintain strong relationships with key clients, understanding their needs and providing tailored solutions.
- Drive client executive engagement and executive stakeholder management.
- Lead and manage multiple projects simultaneously, ensuring timely delivery and adherence to budget and quality standards.
- Collaborate with cross-functional teams to ensure seamless project execution and client satisfaction.
- Identify opportunities for business growth and work with the sales team to develop and implement strategies.
- Monitor project progress, identify potential risks, and implement mitigation plans.
- Provide regular updates to clients and internal stakeholders on project status and performance.
- Conduct post-project evaluations to identify areas for improvement and ensure continuous enhancement of services.
- Mentor and guide junior team members, fostering a culture of learning and development.
Skills/Qualifications
- Bachelor’s degree in Business, Management, or a related field. MBA or relevant certification is a plus.
- Minimum of 10 years of experience in relationship management and project management roles.
- Minimum of 10 years of financial services experience, including but not limited to wealth management and capital markets.
- Proven track record of successfully managing client relationships and delivering complex projects.
- Strong leadership and team management skills.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to think strategically and solve problems effectively.
- Proficiency in project management tools and software.
- Ability to work in a fast-paced and dynamic environment.
+Product Analyst, Core Systems – Product Team
As a Product Analyst, you will play a pivotal role in the development and enhancement of the Advyzon platform. Working closely with cross-functional teams, you will contribute to the entire product lifecycle – from ideation and design to market launch. This is an excellent opportunity for a passionate individual who is eager to learn and grow within the product management field.
Primary Responsibilities
- Responsible for defining project specifications and requirements and creating the technical product documentation for new feature development.
- Collaborate with design team to create and refine product feature designs.
- Assist with testing and reviewing of new features.
- Conduct market research to identify trends and opportunities.
- Build documentation and training material related to product updates.
- Manage feature requests, customer feedback, and user data to inform product decisions.
Skills/Qualifications
- Strong time management skills to balance multiple projects and/or timelines at once.
- Enthusiastic and passionate.
- Data analysis and visualization proficiency.
- Excellent writing and organizational skills.
- Effective communication and collaboration skills with cross-functional teams.
- Detail-oriented with excellent problem-solving abilities and resourcefulness.
- Self-motivated and easily adaptable.
- 3+ years of experience within the independent advisory business.
+Product Analyst, Trading & Rebalancing Systems – Product Team
As a Product Analyst focused on Trading and Rebalancing, you will play a pivotal role in the development and enhancement of the Quantum platform. Working closely with cross-functional teams, you will contribute to the entire product lifecycle – from ideation and design to market launch. This is an excellent opportunity for a passionate individual who is eager to learn and grow within the product management field and trading systems, in general.
Primary Responsibilities
- Responsible for defining project specifications and requirements and creating the technical product documentation for new feature development.
- Collaborate with design team to create and refine product feature designs.
- Assist with testing and reviewing of new features.
- Conduct market research to identify trends and opportunities.
- Build documentation and training material related to product updates.
- Manage feature requests, customer feedback, and user data to inform product decisions.
Skills/Qualifications
- Strong time management skills to balance multiple projects and/or timelines at once
- Enthusiastic and passionate.
- Data analysis and visualization proficiency.
- Excellent writing and organizational skills.
- Effective communication and collaboration skills with cross-functional teams.
- Detail-oriented with excellent problem-solving abilities and resourcefulness.
- Self-motivated and easily adaptable.
- 3+ years of experience within the independent advisory business, rebalancing experience a plus.
+Web Application Developer
We're looking for developer talent to join our growing team and help us grow our platform!
Primary Responsibilities
- Develop our flagship web-based Advyzon product, with focus on either back-end or front-end, using HTML5, C++/C/Java, Vue and Ruby on Rails.
- Demonstrated success in one’s professional work and/or program of study.
- Strong logical thinking skills with a math, physics, computer science or engineering background and/or academic major.
- Demonstrated self-motivated attitude and willingness to do whatever takes to get it done.
- Compensation is commensurate with one’s skills/contribution.
+Solutions Consultant - AIM
Primary Responsibilities
- Generate appointments by means of proactive outbound prospecting
- Consult with financial advisory firms with the purpose of learning about their current investment management and technology needs
- Determine if Advyzon Investment Management is a potential solution for their firm by questions about operations, investment process, current solutions, while understanding and uncovering pain points
- Track and report on outreach activities, lead status, and conversion rates to evaluate performance and areas of improvement
- Additional responsibilities include assisting Sales & Marketing teams with campaign design and implementation as well as various sales related administrative tasks.
Skills/Qualifications
- 2+ years relevant work experience ( preferred )
- Bachelor’s degree
- Candidates should have strong knowledge and/or experience in financial services
- Excellent verbal and written communication abilities
- Ability to deliver professional presentations
- Strong organizational skills
- Team player
- Ability to work independently
