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Principal Technical Consultant leading the technical delivery of Intapp's innovative solutions. Collaborating with Principal Consultant to ensure successful implementation and client satisfaction.
About the role
- Acts as point of initial entry for all investment data, including investment transactions, valuations, manager estimates, plan income/expense items, contributions/withdrawals, underlying manager exposure data, and benchmark data
- Prepares all investment reconciliations including cash, positions, performance, transactions, and alternative investment metrics (unfunded commitment, etc.)
- Responsible for initial review of NAV, allocation and underlying client performance for alternative investments
- Participates in ongoing process improvements based on specialized skills, knowledge, and experience
- Collaborates with internal stakeholders and supports client servicing activities
Requirements
- Basic knowledge of the investment industry, including markets and instruments
- Basic investment concepts knowledge: IRR, time-weighted return, NAVs, accruals, etc.
- Basic alternative asset class knowledge: hedge funds, private equity, marketable and non-marketable securities, etc.
- Ability to prioritize, multi-task, and perform effectively under deadlines
- Commitment to project success as it may require working unconventional hours during critical project phase
- Functional/industry knowledge of complex asset allocators (endowments, foundations, family offices, institutional asset managers, pension funds, sovereign wealth funds) (preferred)
- Technical skills / systems knowledge (Investment Administration & Portfolio Analytics Platforms) (preferred)
- Orientation towards operational process improvement (preferred)
- Client servicing experience (preferred)
- Ability to work closely and collaborate with internal stakeholders (preferred)
- College or University degree, preferably in Finance, Accounting, Mathematics, Economics or a related field
- Interest in pursuing higher degree or certification such as: CFA, CAIA, CIPM, CPA, MBA
Benefits
- retirement benefits (401k and pension)
- health and welfare benefits (medical, dental, vision, spending accounts and disability)
- paid time off
- parental and caregiver leave
- life & accident insurance
- other voluntary and well-being benefits
- discretionary bonus program that may include an equity component
- flexible working arrangements (discussed with employer)
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