About the role

  • Collaborate with clients to understand business requirements, design and configure products, automate optimized workflow.
  • Manage time to deliver critical components and maximize client satisfaction.
  • Prepare system and data transition plans, and complete migration involving historical data take-on.
  • Execute implementation tasks, collaborate and communicate project status with internal and external stakeholders.
  • Lead hands-on training sessions, troubleshoot issues, technical support during go-live events.
  • Develop custom reports, conversion tools, and system integration mappings.
  • Deliver high-quality consulting services as part of implementation projects, build strong relationships with clients and internal teams to drive client satisfaction and continuous improvement.
  • Ability to work independently and in a team, with flexibility to travel and adapt to changing work hours.

Requirements

  • Bachelor's degree in finance, accounting is required.
  • 6+ years of client experience in the financial services industry is required.
  • Strong knowledge of investment management, fund accounting, and asset management.
  • Solid working knowledge of client back office workflow and operations are required.
  • Expertise with the general ledger, fund accounting and trial balance is required.
  • Working knowledge of SSC Advent’s Geneva or expertise with similar applications is highly preferred.
  • Excellent communication, project, and client management skills
  • Strong problem-solving, analytical, and organizational skills
  • Detail-oriented, positive attitude, and proactively.
  • Ability to learn quickly and present to technical and non-technical audiences.
  • Highly preferred individual characteristics: Ability to effectively and efficiently manage time to maximize productivity.

Benefits

  • 401k Matching Program
  • Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off
  • Sick Leave
  • Paid Holidays
  • Medical
  • Dental
  • Vision
  • Employee Assistance Program
  • Parental Leave
  • Discounts on fitness clubs, travel and more!

Job title

Consultant

Job type

Experience level

Mid levelSenior

Salary

$120,000 - $140,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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