You enjoy solving complex problems, working with data and technology, and helping clients make better financial decisions. As a Junior Technical Consultant Wealth Management, you'll work with leading financial institutions, support innovative fintech solutions and help shape the future of wealth planning.
Based in our Wealth Management Client Servicing Team in the Netherlands, you will work alongside colleagues in both the Netherlands and London. This role offers a unique blend of client interaction, implementation work, and technical problem-solving, providing an excellent opportunity to develop strong functional and technical skills.
You won’t be sitting on the sidelines. As a Junior Technical Consultant, you will support clients and implementation teams in using and integrating our Financial and Wealth Planning software OPAL. You will help analyze client questions, configure solutions, support implementations and translate functional requirements into clear technical input for our product and development teams.
You will be in direct contact with our clients and partners that are using OPAL. You support them in understanding and integrating our APIs into the apps and websites they build for their customers, help set up data integrations and help them with their day-to-day questions while using our software.
You will gain experience in how to set up a financial plan taking into account the risk of the underlying investments. Furthermore, you will develop your modelling, analytical, technical and communication skills and bring some good vibes into our team. You will be able to alternate your work between the office, working from home and occasionally at clients in the Netherlands but also by visiting our international clients.
At Ortec Finance, we don't expect you to know everything from day one. You'll work alongside experienced consultants, product specialists and developers who will help you build your expertise in:
Wealth management and financial planning
Consulting and stakeholder management
Technical solution design
Data and software implementation
Client engagement and presentation skills
Wealth planning software used by leading financial institutions
API integrations
Financial modelling
Data analysis and reporting
Python, Power BI and Excel-based solutions
International implementation projects
We offer you a challenging and rewarding role in a growing company, while being part of an inspirational global business with a lot of opportunities for personal and professional career development.
The salary range is between 57,000 and 63,000 EURon a yearly basis ( including variable pay, 13th month, holiday allowance), depending on your role, competency profile and experience.
In addition to a competitive salary, we offer you excellent benefits, including
27 vacation days and the possibility to buy more.
Participation in our excellent pension scheme.
Commuting and business travel allowance, as well as work from home and internet allowance.
Opportunities to develop yourself with a training program as well as weekly research and knowledge meetings.
Hybrid working, working at the office combined with working from home – our main office is in Rotterdam, beautifully located overlooking the Nieuwe Maas near Blaak station.
The prospect of a permanent contract, because we strive for a long-term collaboration.
An open and informal work environment with inspiring, smart and enthusiastic colleagues.
You bring strong analytical capabilities and a solid foundation in basic programming like Python, VBA excel, Power BI, etc. You enjoy navigating the intersection of technology and investment advice. Your communication skills allow you to engage effectively with both technical and non-technical stakeholders. You think creatively, act proactively, and enjoy working in a diverse, high-paced and international environment. Above all, you’re driven by impact: collaborating with clients, colleagues, and partners to build the most advanced and trusted wealth planning solution in the world! And of course, you recognize yourself in our core values
In addition, the following aspects are important:
You have a master’s degree in a relevant quantitative, technical or financial field, such as Econometrics, Quantitative Finance, Business Analytics, Data Science or a related discipline.
You have 1–2 years of relevant work experience, preferably in consulting, financial planning, wealth planning, client support, project management, fintech or software delivery.
Being fluent in Dutch (preferably native) and English is a requirement
Knowledge of basic programming, such as Python, VBA Excel, Power BI, etc.
Working at Ortec Finance means working in a continuously innovating world where science, academics, and mathematics go hand in hand, since models are key in helping Ortec Finance’ clients with complex financial decisions. Because that is what we love: helping people to make better decisions.
Here, your daily job is very in-depth, based on evidence and relevant to society. It means a job that matters. Your learning curve is steep; we learn something new every single day. And we need to, because continuous innovation is key. Especially in a fintech world. We thrive on innovation, challenging the status quo at every turn.
We believe everyone should have the confidence and tools to make investment decisions that align with their personal goals, for example financial, environmental, or social. That’s why we build technology and insights that help individuals and organizations make informed, sustainable choices. Together, we aim to support a future where finance serves both people and the planet. For more information, check out the video’s on our careers page.
One of the core values of Ortec Finance is personal initiative and helping each other. Our D&I policy reflects exactly that: showing personal initiative to be who you want to be and being open to people with a different background or idea. We have respect for the opinions of others and appreciate the differences that make us all unique individuals with our own strengths and challenges. You can find our full D&I Statement here.
For more information regarding this position please send an email with your questions to recruitment@ortec-finance.com
If you want to join Ortec Finance, use the application button and submit your resume and motivation.
We hope to meet you soon!
Ortec Finance delivers leading technologies and solutions for investment decision making to financial and real-estate institutions around the world. These technologies and solutions enable you to manage the complexity of investment decisions. Our strength lies in an effective combination of advanced models, innovative technology and in-depth market knowledge. This combination of skills and expertise supports investment professionals in achieving a better risk-return ratio and thus better results.
High-quality models
We design, build and deliver high-quality software models for asset-liability management, ex-ante and ex-post risk management, performance measurement and risk attribution, and financial planning. Our clients are market leaders in the field of pensions, sovereign and private wealth, insurance, and asset management. Municipalities and housing associations also form part of our customer base.
Proven results
You want to be sure that the investment decisions you take have a solid, substantiated and reliable foundation. Our high quality software models are based on the latest scientific insights and years of practical experience.
Independent
Ortec Finance was created in 2007 through a management buyout of the company ORTEC bv, which was founded in 1981 by four innovative students of econometrics at the Erasmus University of Rotterdam who believed that mathematical models could be used to optimize the performance of companies. More than 35 years later, this is still the core of our expertise. With a team of over 350 in Rotterdam, Amsterdam, Melbourne, the United Kingdom, Canada, Singapore, and Switzerland, we serve our customers completely independently.
