Financial Functional Managerial Consultant

Location: Remote with travel as per need (for initial period only)

Start Date: July 2024

What we need:

• We have a need for managerial consultants in the financial services space who have at least light exposure to some technical skills (for example, coding, particularly Python, Java, or Javascript; database / ETL; cloud technologies).
• Ideal backgrounds from prior roles either in product implementation or integration, professional services management, or technically oriented customer support roles or
• Operational experience as either an asset manager at a mutual fund, hedge fund, or any buying side division of a large bank.
• The ideal candidate will be responsible for implementing our client s software into their environments. Run an end-to-end installation process seamlessly.
• Knowledge of software development life cycle (SDLC) practices, principles, and techniques as they apply to the Agile development process.
• Demonstrated analytical and problem-solving capabilities.
• Proven ability to communicate technical details to a non-technical audience
• Ability to define and document customer business processes and report/dashboard content needs including business process diagrams, data maps, and data modelling.

Experience needed to be successful:

• Bachelor s degree from one of the top fifty schools in Finance, Business Management, or a related technical qualification.
• 3-5 years of mandatory experience with any of the below tools:

Portfolio Accounting: Axys, APX, Geneva, BNY Eagle, Indata

OMS: Moxy, CRD, Eze, RedBlack, Indata, Archer OMS & OSAM Trade Builder

Compliance: Eze, Moxy, Charles River, Schwab CT, Indata, OSAM Trade Builder

Billing: Axys, RevCenter, APX, Electra, BNY Eagle, Clearwater/RevCenter, OSAM Workbench