Job description
What you will be doing:
What you will need:
- Lead multiple simultaneous client engagements
- Serve as the main point of contact for new company clients throughout the implementation process
- Interface directly with client stakeholders across the front, middle, and back office
- Review project requirements and trade workflow to ensure the appropriate client oriented solution
- Ensure setup of various system components (such as Funds, Brokers, GL Accounts, etc.) based on unique client requirements
- Work with both clients and internal employees to support onboarding activities related to data migration, interface configuration and testing, P&L and accounting troubleshooting, custom reporting requirements, etc.
- Regularly liaise with stakeholders to review project progress, milestone and task-level status
- Track updates and compile status reports on engagement for internal and external reporting
- Identify opportunities for implementation process improvement
- Work with asset management firms of all sizes and styles, across various asset classes, expanding on your strong pre-existing financial product and operational/analytics knowledge.
What you will need:
- Minimum 5 years of experience in the finance or asset management industry
- Experience building or supporting financial systems, such as trading, portfolio management, etc.
- Bachelors’ degree or higher in an applicable field of study
- Strong client-facing communication and analytical skills
- Product knowledge across various asset classes
- Subject matter expertise across multiple areas of Front Office, Middle Office, Back Office, Risk, Compliance, and/or Accounting
- Solid business analysis and project management skills and experience in a technical environment or team
- Some SQL experience
- Team player, providing support as needed to other areas of the business
- Experience building commercial EMS, OMS, PMS and/or Accounting systems a plus
- Experience working with offshore teams is a plus
- Other programming experience a plus
- Buy-side experience is a plus
- Agile/Scrum experience is a plus
- Jira experience is a plus
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