About the Role
We are looking for a Pre-Sales Consultant Portfolio Management to join our team at an exciting stage of growth. In this role, you will work closely with sales, product, and engineering teams to support revenue generation by delivering tailored portfolio management solutions to our clients.
You will act as a trusted advisor throughout the pre-sales process, helping clients translate their business requirements into scalable technical solutions. By combining your financial domain knowledge with technical expertise, you will play a key role in shaping client engagements and demonstrating the value of our solutions.
This position offers the opportunity to work with clients across Europe, engage with a wide range of stakeholders, and contribute directly to the success of our portfolio management offering.
As our Pre Sales Consultant, you will:
1. Partner with sales teams to understand client needs and design tailored portfolio management solutions
2. Lead technical discovery sessions with stakeholders, including developers, quants, traders, and data engineers
3. Deliver compelling product demonstrations and develop proof-of-concepts to showcase our solutions
4. Support RFP and RFI processes by preparing accurate and compelling technical responses
5. Collaborate closely with product, engineering, and customer success teams to ensure alignment and smooth handovers
6. Act as a bridge between client requirements and internal teams, ensuring solutions are feasible and scalable
7. Maintain a strong understanding of financial markets, instruments, and market data structures
8. Stay informed about regulatory and technical developments relevant to portfolio management solutions
Who you are
9. You have experience in a pre-sales, sales engineering, or client-facing role, ideally within financial technology
10. You have a strong understanding of financial instruments such as equities, fixed income, FX, and derivatives
11. Ideally, you have experience with portfolio management solutions or related systems
12. You have hands-on experience with APIs, data integration, or modern programming concepts
13. You possess excellent communication and presentation skills, with the ability to engage both technical and business audiences
14. You have a proactive, solution-oriented mindset with the ability to manage multiple priorities in a fast-paced environment
15. You are known for your curiosity, resilience, and a strong willingness to learn and grow
16. You are fluent in German. If you speak additional languages such as French or Italian that is a big plus
Our Offer
Health & wellness: Benefit from wellbeing initiatives tailored to local needs, including access to an employee assistance programme that provides confidential support to employees and their families.
Holiday: Enjoy competitive holiday entitlement aligned with local markets, so you can rest and recharge.
Pension: Plan for your long-term financial wellbeing through our pension scheme, supported by employer contributions.
Remote work: Enjoy the opportunity to work two days a week from home, with flexible working hours where possible. You may also request to work up to four weeks per year from a different location.
Learning & development: Support your career progression with access to learning resources, ongoing conversations with your manager, and opportunities to share the knowledge you gain with your team.
Culture & impact: Be part of an international team with a startup mindset and play a key role in making a meaningful impact.
Our offices: Work from Europe’s leading financial centres and be at the heart of where finance happens.
Additional notes
*Note: Since your application will be reviewed by an international team, we kindly ask that you submit your CV in English.
All candidates selected for employment are subject to pre-employment screening. This process includes professional reference and background checks conducted by our third-party partner, ZINC. These screenings are part of our commitment to ensuring a secure, compliant, and trustworthy workplace.