The impact you have:

• Engage customer stakeholders to design and deploy strategic workflows across the investment management lifecycle
• Configure, test, and optimize the our platform, including data migration, reconciliation, market data, custom reports, and portfolio accounting
• Develop and apply deep product and industry expertise to ensure customers realize full value from company’s software
• Collaborate with integration consultants to align system integrations with business needs
• Partner with Product and Engineering teams to identify bugs, suggest features, and translate enhancement requests into actionable product feedback
• Create scalable tools and templates for repeatable, cost-effective customer implementations
• Take ownership of customer problems, think creatively, and drive toward resolution
• Contribute to a learning-oriented, transparent team culture by sharing insights and teaching peers
• Evangelize company’s value proposition to external stakeholders
• Provide mentorship to junior team members as the organization scales
• Travel domestically up to 20%

What we look for:

• Bachelor’s degree in Business, Finance, Accounting, IT, or a related field
• 4+ years of investment management software implementation experience in a customer-facing role
• Deep knowledge of portfolio accounting, reconciliation, and investment reporting workflows
• Understanding of asset classes such as equities, fixed income, derivatives, and FX
• Experience with customer training, escalations, and solution delivery
• Proven ability to manage multiple priorities independently
• Strong communication and stakeholder management skills
• Curiosity and drive to learn new technologies quickly
• High proficiency in Excel and familiarity with Google Workspace
• Serious interest in having fun at work

Bonus:

• Experience leading enterprise SaaS implementations
• Familiarity with Agile principles and SDLC
• Exposure to tools like Slack, JIRA, Confluence, and Kantata
• Knowledge of APIs, AWS, and serverless technologies
• CFA designation

Are you interested in this position? Apply by clicking on the “Apply Now” button below!

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