Senior Consultant, Back Office - Investment Management
United StatesFull-TimeSenior
Salary104000 - 130000 USD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- 4+ years
- Required Skills
- Microsoft ExcelGoogle Workspace
Requirements
- 4+ years of experience in investment management software implementation or related customer-facing consulting roles.
- Strong expertise in portfolio accounting, reconciliation processes, and investment reporting workflows.
- Solid understanding of financial instruments including equities, fixed income, derivatives, and FX.
- Experience managing complex client implementations, including training, escalations, and delivery.
- Strong analytical and problem-solving skills with the ability to manage multiple priorities independently.
- Excellent communication and stakeholder management skills, including executive-level interaction.
- High proficiency in Excel and familiarity with modern collaboration tools (e.g., Google Workspace).
- Ability to quickly learn new technologies and adapt in a fast-moving environment.
- Bachelor’s degree in Finance, Accounting, Business, IT, or a related field.
- Curiosity-driven mindset with a collaborative and customer-first approach.
Responsibilities
- Lead end-to-end implementation of back-office workflows across portfolio accounting, reconciliation, market data, and reporting.
- Design, configure, test, and optimize platform functionality to align with client operational requirements.
- Manage data migration, system configuration, and workflow setup across the investment lifecycle.
- Partner with clients to translate business needs into scalable, efficient system solutions.
- Collaborate with integration consultants to ensure seamless system connectivity and data flow.
- Work closely with Product and Engineering teams to surface issues, define enhancements, and improve platform capabilities.
- Develop reusable tools, templates, and implementation frameworks to improve scalability and efficiency.
- Deliver customer training, manage escalations, and support successful go-lives.
- Provide mentorship and knowledge sharing to support team growth and capability building.
- Act as a trusted advisor to clients, ensuring long-term value realization from the platform.
View Full Description & ApplyYou'll be redirected to the employer's site
