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.
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