Cross-Application & Operational Support
o Support additional Global Advisory business applications as they are onboarded (e.g., Rogo and future platforms).
o Participate in incident post-mortems where appropriate, contributing to root cause analysis and improvement actions.
o Maintain accurate records of all activity and prepare clear handovers so work continues smoothly across time zones.
o Adhere to information security requirements in a regulated financial environment, ensuring compliance with access controls, data governance, and change management at all times.
Experience, Skills and Competencies
• Bachelor's Degree Information Technology, Computer Science or related field
• 1-3 years' experience in application or business systems support, service desk, or operational support roles, ideally within CRM or workflow platforms.
• Hands-on experience working with service ticketing / ITSM systems (ServiceNow preferred), including logging, prioritising, escalating, and documenting issues.
• Experience supporting users in process driven or regulated environments, where accuracy, data quality, and adherence to controls are important.
• Exposure to CRM platforms such as DealCloud, Microsoft Dynamics, Salesforce, or similar tools.
• Experience supporting applications used in financial services, banking, capital markets, or advisory environments.
• Prior exposure to follow-the-sun or global support models.
• Ability to work independently during regional coverage hours, when other teams are offline.
• Experience producing basic reports, process diagrams, or operational documentation using tools such as Excel, Power BI, Visio, or similar.
• Familiarity with Microsoft 365, cloud, integration, or AI platforms (e.g. Azure, AWS) along with exposure to AI tools such as Rogo.ai would be of benefit.
• Familiarity with executing and supporting business processes within enterprise applications, including approvals, data management, reporting, workflow automation, and governance controls.
• Strong analytical and problem-solving skills, with the ability to diagnose issues related to workflows, data, permissions, and system behavior.
• Demonstrate strong written and verbal communication skills in a professional context, enabling effective collaboration with users and colleagues across Global Advisory offices globally.
Expected base salary rates for this role in our New York Office will be between $70,000 and $85,000 per year at the commencement of employment. However, salary offers are determined on an individualized basis and are based on a wide range of factors, including relevant skills, training, experience and education. Market and organizational factors are also considered. In addition to salary and our Rothschild & Co employee benefits package, successful candidates may be eligible to receive a discretionary bonus.
Rothschild & Co North America is an equal opportunity employer.
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