Functional Analyst – Client Engagement (Pre-Sales)

Allfunds is a leading global dealing and distribution platform in the wealth management industry. Distinguished by its buy-free model, the breadth of its distribution network, strong global and local execution capabilities, and value-added services, Allfunds has a longstanding track record of delivering growth, with AuA at a historic high of €1.76 trillion (as of 31 December 2025).

Allfunds seamlessly connects end-to-end over 1,450 fund partners and more than 900 distributors across 66 countries. Channeling savings into investments, Allfunds offers a comprehensive suite of products including mutual funds, ETFs, and alternatives on a scalable technology platform. Allfunds has 17 offices in major financial hubs across four continents including Bogotá, Dubai, Hong Kong, London, Luxembourg, Madrid, Miami, Milan, Paris, Santiago, São Paulo, Shanghai, Singapore, Stockholm, Valencia, Warsaw, and Zurich. Allfunds is a truly global business with more than 1,000 employees and a culture of innovation and entrepreneurship.

If you're adaptable, open to new opportunities, and enjoy working with diverse teams, Allfunds is the right place for you. Explore the role below and apply to become part of our team.

Key Responsibilities

Client Engagement & Pre-Sales Support

• Take over client engagement once a commercial opportunity is initiated by the Sales team.

• Present the Nextportfolio offering to clients, clearly explaining its capabilities, modules, and value proposition.

• Act as a trusted advisor to clients, helping them define their technological needs and the purpose of their demand.

• Support pre-sales activities by contributing to solution design, demos, workshops, and functional discussions.

Functional Analysis & Solution Definition

• Analyze client business requirements and translate them into functional specifications.

• Define the appropriate Nextportfolio modules, configurations, and functionalities required for each client.

• Ensure alignment between client expectations and product capabilities.

• Collaborate closely with Project and Product teams to validate feasibility and propose optimal solutions.

• Lead functional / client journey/ user test and prepare all the required deliveries during project committees

Product & Technical Knowledge

• Maintain a strong and up-to-date understanding of the NextPortfolio product ecosystem.

• Act as a functional expert, similar in profile and capability to existing Functional Analysts within the Product and Project teams.

• Serve as a reference point for functional knowledge in the pre-sales and client engagement context.

Internal Collaboration

• Work closely with Technology, Sales, Product, and other stakeholders to ensure coherent and high-quality solutions.

• Participate in internal discussions around product evolution, client feedback, and solution optimization.

Required Profile

• Experience & Skills

  • Proven experience as a Functional Analyst, preferably within financial services, investment platforms, or complex technological products.
  • Strong ability to analyze business needs and translate them into functional and technical solutions.
  • Solid understanding of software platforms, modular solutions, and system integrations.
  • Experience working in pre-sales, client-facing, or solution design roles is highly desirable.

• Core Competencies

  • Strong analytical and problem-solving skills.
  • Excellent communication and presentation skills, with the ability to engage confidently with clients.
  • Ability to work across teams and act as a bridge between business and technology.
  • High level of autonomy and ownership.

What We Believe In

• All for Excellence

We bring together our expertise, experience, and passion to deliver excellence in everything we do. By holding ourselves to the highest standards, we ensure that our clients, employees, and partners can always rely on us.

• All for Accountability

We take ownership of our actions and decisions, acting with transparency, integrity, and responsibility towards our colleagues, clients, and the communities we serve.

• All for Empowerment

We continuously evolve our tools, services, and ways of working to empower our clients and people, helping them succeed with confidence and efficiency.

• All for Inspiration

People are our driving force. We are committed to supporting their growth, understanding their needs, and inspiring them to achieve their goals and reach their full potential.

Diversity, Equity & Inclusion

At Allfunds, Human Capital is at the heart of our strategy, our success, and our ESG commitments. We believe that fostering a diverse, equitable, and inclusive workplace strengthens our business and enables our people to thrive.

• Diversity

We value the unique backgrounds, experiences, perspectives, and characteristics that make each individual different and contribute to a richer, more innovative workplace.

• Equity

We are committed to ensuring fair treatment, equal opportunities, and access to growth and development for all employees through inclusive policies and practices.

• Inclusion

We foster an environment where everyone feels welcomed, respected, supported, and valued, and where every individual can contribute authentically and perform at their best.

Together, Diversity, Equity and Inclusion help us build a workplace where everyone has the opportunity to grow, succeed, and make a meaningful impact.