Job summary
- We are looking for a Business Analyst — Product Specialist to join Quantium's Product, Client Analytics & Support Team.
- This role will act as a key product and accounting workflow specialist for Quantium's platform. The person will support Sales, Client Solutions, and Project Managers in areas that require deeper product knowledge, accounting understanding, system configuration, and workflow analysis.
- The role is suitable for someone with a strong accounting background who is interested in financial technology, product configuration, implementation, and solving complex client workflow problems.
- The successful candidate will develop strong expertise in Quantium's product modules, understand client requirements, prepare demo and test environments, support product scoping, clarify implementation requirements, and help resolve complex accounting, workflow, configuration, and technical questions.
Key Responsibility
Product and Accounting Workflow Expertise
- Develop strong knowledge of Quantium's product modules, accounting workflows, configuration options, and implementation logic.
- Understand how clients use the platform and help translate accounting and business requirements into practical system workflows and configurations.
- Support internal teams by providing clear guidance on product capabilities, recommended workflows, and configuration options.
Sales and demo products
- Support the Sales team in understanding prospect requirements and preparing demo or test environments that reflect relevant client use cases.
- Assist with product-related preparation for client discussions, including workflow analysis, solution scoping, and clarification of system capabilities.
- Work closely with Sales to ensure product demonstrations are supported by accurate setup, practical workflow design, and strong product understanding.
Client Solutions and Implementation Support
- Support the Client Solutions team in resolving complex product, accounting, workflow, configuration, and technical questions.
- Assist Project Managers in gathering, clarifying, and documenting client requirements.
- Help translate client needs into practical product configurations, implementation approaches, workflows, or customization requirements.
- Support UAT preparation and issue clarification by helping identify whether issues are related to configuration, data, accounting treatment, workflow, or product functionality.
Document and Internal knowledge sharing
- Create and maintain documentation such as business requirements, configuration notes, user guides, product notes, test environment instructions, and client-facing materials.
- Support internal knowledge sharing by helping Sales, Client Solutions, and Project Managers better understand product features, system capabilities, and recommended workflows.
- Work cross-functionally with Product and Engineering teams to identify product gaps, limitations, and improvement opportunities.
Qualifications
- Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related field.
- Accounting background is required.
- Experience in fund accounting, investment accounting, financial reporting, or private markets operations is strongly preferred.
- 1–5 years of experience in accounting, audit, financial systems, software implementation, client solutions, product configuration, or business/system analysis.
- Strong understanding of accounting workflows, client requirements, and system configuration logic.
- Experience in client requirement gathering, implementation, UAT, product testing, or demo/test environment setup is preferred.
- Strong analytical and problem-solving skills, especially when dealing with complex accounting, workflow, configuration, or technical issues.
- Strong communication skills, with the ability to explain complex systems and workflows clearly to non-technical users.
- Proficiency in Microsoft Excel. SQL knowledge is a plus.
- Detail-oriented, proactive, and comfortable working cross-functionally with Sales, Client Solutions, Project Managers, Product, and Engineering teams.
- Strong interest in financial technology and a commitment to delivering practical, high-quality client solutions.
- Fluent in both written and spoken English.
