Kate Edler
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Kate Edler Email & Phone Number

Client Services Consultant and Business Analyst at Confluence
Location: Terre Haute, Indiana, United States 7 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 100%

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Current company
Role
Client Services Consultant and Business Analyst
Location
Terre Haute, Indiana, United States
Company size

Who is Kate Edler? Overview

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Quick answer

Kate Edler is listed as Client Services Consultant and Business Analyst at Confluence, a company with 913 employees, based in Terre Haute, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Kate Edler.

Kate Edler previously worked as Client Services Consultant at Confluence and Performance Analyst at Fiducient Advisors. Kate Edler holds Bachelor Of Arts - Ba, Econometrics And Quantitative Economics, Economics, Senior from Indiana University–Purdue University Indianapolis.

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Confluence

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Profile bio

About Kate Edler

I am a results-driven analyst with a proven track record of excellence in the finance industry, specializing in performance analysis and client service. With a meticulous attention to detail and a passion for delivering accurate and actionable insights, I play a pivotal role in driving success for our clients and ensuring their satisfaction by providing tailored solutions.In my role, I excel in calculating, verifying, and reconciling performance returns using custodial data feeds and statements. I leverage my expertise to troubleshoot issues and collaborate closely with account managers and to provide effective solutions. I also take pride in training new employees, sharing my expertise in workflows and tailoring client-specific solutions to ensure their proficiency and success within our team.Furthermore, I am adept at managing projects between internal and client teams, facilitating smooth implementations and fostering collaborative relationships that are essential to our mutual success. With a strong focus on client satisfaction, I take a proactive approach to managing client accounts and relationships, providing tailored service and personalized attention to meet their unique needs and exceed their expectations.Driven by a passion for excellence and a commitment to delivering measurable results, I am dedicated to making a meaningful impact in the finance industry. Let's connect and explore opportunities to collaborate on innovative solutions that drive success for our clients and propel our industry forward..

Listed skills include Teaching, Professional Writing, Undergraduate Teaching, International Studies, and 2 others.

Current workplace

Kate Edler's current company

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Confluence
Confluence
Client Services Consultant and Business Analyst
Indianapolis, IN, US
Website
Employees
913
AeroLeads page
7 roles

Kate Edler work experience

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Client Services Consultant And Business Analyst

Indianapolis, IN, US

Client Services Consultant

Current

Indianapolis, Indiana, United States

  • Verifies performance-based calculations performed by confluence products upon client request at portfolio and security levels
  • Monitors and ensures smooth operation of automation processes, reporting and miscellaneous tasks per client request
  • Verifies fixed-income and risk-based calculations and performance module analysis
  • Assists with client coverage in performance, fixed-income, risk and compliance spaces on an as needed basis
  • Trains new employees to proficiency in workflows, performance verification and tailoring client specific solutions
  • Manages projects between internal and client teams to ensure smooth implementations.
Nov 2022 - Present

Performance Analyst

Chicago, Illinois, United States

  • Calculates, verifies and reconciles performance returns by utilizing custodial data feeds and statements
  • Troubleshoots and provides solutions in collaboration with money managers and custodians
  • Creates and proactively executes client reporting structures
  • Collects portfolio characteristics for a variety of investments from outside sources
  • Partners with Investment Operations colleagues to provide accurate data for various client-related tasks
  • Responds to client requests in a timely and efficient manner
Jan 2022 - Nov 2022

Undergraduate Teaching Assistant For Fundamentals Of Economics For Business

Remote

·Held office hours to assist students with understanding and application of course material·Assisted professor with writing of exam questions

Jan 2021 - May 2021

Undergraduate Research Intern In Aerospace Research And Design

Bremen, Germany

*Internship terminated early due to Covid-19 Pandemic recall of international students, listed responsibilities were those expected during the intended internship·Collaborated in an international student team to plan, implement the design of, produce and test a hybrid rocket motor·Scheduled and create appropriate documentation for weekly update with.

Feb 2020 - Mar 2020

Undergraduate Research Team Lead

Multidisciplinary Undergraduate Research Institute, Iupui

Indianapolis, Indiana, United States

·Communicated key insights about research developments to senior stakeholders·Lead an interdisciplinary research team to meet project milestones and ensure quality of deliverables·Mentored junior team members in best research practices and presentation preparation·Managed an eight week research project totaling 320 hours of project management·Analyzed.

May 2019 - Jul 2019

Undergraduate Research Assistant

Iupui Additive Manufacturing Lab

Indianapolis, Indiana Area

·Collaborated in an multinational team environment to design and produce prototypes of a medical device prototype for the Indiana University Medical School·Measured holding force of Chest Tube Securing Devices (CTSDs) using a manual force gauge and universal testing machine·Programmed and operated a stereolithography unit to fabricate CTSDs using high.

Dec 2018 - Jun 2019
Team & coworkers

Colleagues at Confluence

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2 education records

Kate Edler education

Bachelor Of Arts - Ba, Econometrics And Quantitative Economics, Economics, Senior

Activities and Societies: IUPUI German ClubThe quantitative track requires an additional four courses (or more, depending on the student’s.

FAQ

Frequently asked questions about Kate Edler

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What company does Kate Edler work for?

Kate Edler works for Confluence.

What is Kate Edler's role at Confluence?

Kate Edler is listed as Client Services Consultant and Business Analyst at Confluence.

Where is Kate Edler based?

Kate Edler is based in Terre Haute, Indiana, United States while working with Confluence.

What companies has Kate Edler worked for?

Kate Edler has worked for Confluence, Fiducient Advisors, Indiana University Bloomington, Hsb Hochschule Bremen – City University Of Applied Sciences, and Multidisciplinary Undergraduate Research Institute, Iupui.

Who are Kate Edler's colleagues at Confluence?

Kate Edler's colleagues at Confluence include Brendan Cooper, Quy Nguyen, Ravi Singh, Ha Tran, and Christopher Lombardi.

How can I contact Kate Edler?

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What schools did Kate Edler attend?

Kate Edler holds Bachelor Of Arts - Ba, Econometrics And Quantitative Economics, Economics, Senior from Indiana University–Purdue University Indianapolis.

What skills is Kate Edler known for?

Kate Edler is listed with skills including Teaching, Professional Writing, Undergraduate Teaching, International Studies, Stata, and Research.

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