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Patrick Javier

Benchmark IT - Technology Talent
4.77 from 109 reviews
96% highly recommended

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Client Delivery Specialist - Associate / AVP - Full Time - Hybrid

Stamford, Connecticut, United States
DIRECT HIRE
  • TERMS: direct hire
Client Delivery Specialist - Associate / AVP - Full Time - Hybrid About the Role We’re partnering with our client, a fast-growing fintech firm, on a Client Delivery Specialist to join its Data Solutions Team. This is an individual contributor for either an Associate or AVP level. This role sets up and maintains the financial software applications the firm utilizes, assists clients with issues, works on special projects, and helps with ad-hoc tasks tied to building an innovative company. This position is a mix of finance and technology, ideal for someone who wants to grow their career at the intersection of both. Responsibilities
  • Support financial reporting and data aggregation tools, including analyzing and explaining portfolio performance results
  • Conduct account-level reconciliation, including research and resolution of breaks, cancels, and corrections
  • Perform analysis of private equity and hedge fund statements for input into the system
  • Work with clients and partners to resolve data issues
  • Help manage client onboarding, account setup and training, and day-to-day support and issue management
  • Perform system setup and configuration, new client setup, and new financial account/asset classification
  • Assist with data feed management
  • Create custom reports based on client-specific needs and liaise with vendor partners on enhancements and system/data issues
Qualifications
  • 3–5 years of experience in a related field
  • Bachelor's degree from an undergraduate program
  • Excellent customer service skills and the ability to foster and maintain effective relationships
  • Strong understanding of financial instruments
  • Experience with RIA/wealth management policies, procedures, and client service
  • Experience working with wirehouses or custodians
  • Organized and self-motivated, with the ability to prioritize tasks and meet deadlines
  • Experience with Addepar, Black Diamond or similar wealth management platforms
  • Strong MS Excel and PowerPoint skills; basic knowledge of database concepts and programming
  • Understanding of performance reporting calculations and methodologies, portfolio management and rebalancing, and how family offices, RIAs, and investment advisors operate
  • Strong critical thinking and problem-solving skills, with the ability to summarize information clearly and concisely, written and verbal
  • Quick learner, able to adapt to an expanding environment
Compensation & Benefits This role offers a competitive compensation package including base salary, equity for all full-time employees, and an annual performance bonus. Benefits include an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). Employees in this role work in the office Monday–Thursday, with the flexibility to work remotely on Friday. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Benchmark IT, LLC and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: https://bmarkits.com/privacy-policy/

Senior Technical Lead, Autonomous-Agent Verification, Long-Term Contract

Upper Saddle River, New Jersey, United States
CONTRACT
  • TERMS: contract
Our direct client, a global professional-services firm, is building autonomous AI agents for use in regulated financial work. They need a hands-on lead to design the independent verification layer. It sits outside the agent teams and decides whether an agent's behavior can be relied on. The client's position is that trust is the product: every result must be traceable to its evidence, and every limit must be documented. You build the system that tries to break, measure, and certify the agents. You don't build the agents themselves. Note: this work can be performed from home, anywhere in the US (most meetings will be on East Coast time).   It is also open as a full-time salaried position as an alternative to long-term contract.   What you'll do
  • Design the "referee" system. Build repeatable, isolated test environments in which agents act against simulated tools that keep their own state. Wire the results into release pipelines so a failing score blocks a ship decision. The referee's own outputs (scores, evidence, verdicts) must be versioned and able to withstand outside scrutiny.
  • Decide what "correct" means for multi-step work. Static benchmarks aren't enough. You'll define how to judge:
    • whether numbers and facts match known-true data, including a tolerance for what counts as a meaningful error rather than a trivial one
    • the whole journey of a run: how it planned, which tools it chose, how it recovered from mistakes, and whether it wandered from its goal
    • whether each conclusion can be followed back to the specific source that supports it
    • whether behavior stays within accounting and regulatory rules
    • whether the measurements themselves are statistically sound, including how many runs are enough, how to separate real regressions from noise, and the difference between "succeeds at least once in k tries" and "succeeds every time in k tries"
  • Lead the team. Set the technical direction, mentor engineers, and set the standard for the test infrastructure.
  • Build and calibrate model-based graders. When one AI grades another, you'll measure how often it agrees with human reviewers, check it for bias, and watch it for drift over time.
  • Treat test suites as products. That means sealed "never-trained-on" reference sets, manufactured hard cases, a written pass/fail agreement for each agent capability, and tripwires that catch quiet performance decay.
  • Connect lab results to real life. Show whether pre-release scores actually predict production behavior, and route production failures back into the test sets.
  • Attack the agents. Probe for hidden instructions smuggled in through tool outputs, privilege creep, data leakage, and agents gaming their own scoring.
Must have:
  • BS/MS in CS, engineering, statistics, or similar
  • 7+ years of software engineering on complex, enterprise-grade systems
  • 2+ years as a technical lead or architect
  • Strong Python, plus working experience with at least one framework for orchestrating LLM-based agents
  • You've shipped verification infrastructure for long-running, tool-using agents where the results actually decided release outcomes
  • Deep experience automating test or ML-operations pipelines at scale (containers, orchestration, continuous delivery)
  • Solid grasp of LLMs, retrieval-based systems, and agent architectures
Nice to have:
  • Regulated-industry background (audit, accounting, fintech, regtech)
  • Building systems where decisions must be explainable and auditable
  • Security and privacy compliance exposure
  • Testing systems with multiple cooperating agents, especially where handoffs fail
  • Hands-on use of public agent benchmarks or evaluation tooling (tell us which, and what you'd change)
Immediate interview and start - send resume today for immediate consideration!   By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Benchmark IT, LLC and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: https://bmarkits.com/privacy-policy/