Analista de implantación

Eton Solutions is a hypergrowth fintech transforming the Family Office segment of the Wealth Management industry. Eton’s AtlasFive® is a comprehensive enterprise management platform specifically designed to allow today’s modern Family Office meet the unique and varied challenges of Ultra High Net Worth families. For More details visit: https://eton-solutions.com/

The Implementation Analyst works with new clients to implement the AtlasFive platform, coordinating internal resources and external stakeholders. Generally, as narrow Subject Matter Expert (SME) contribute to implementation projects at the direction of Senior Implementation Managers.

• Participate and prepare deliverables for needs and gap analyses based on review of client issues, requirements, current pain points.
• Assist in new features specification and functional enhancements to the Platform
• Platform Implementation Activities to include participation and contribution for the following:
  • Discovery sessions with client and internal stakeholders
  • Define configuration options to meet accounting, operations and reporting needs
  • Define approach to user reporting hierarchies
  • Define approach for custom user work flows
  • Conduct End-user training
  • Recommend custom reports based on client needs using advanced data analysis skills
  • Implement interfaces to third party systems using data mapping skills
  • Oversee client unit/integration/acceptance testing

Basic knowledge in:

• Common marketable securities (stock, bonds, mutual funds, options) and Illiquid fund investments
• Investment and accounting reports design

Demonstrated experience in:

• Project consultant for 5-15 person internal/client teams of material size and duration
• User requirements definition and formal report preparation
• Application testing
• User training
• Issues resolution
• Strong math and logic skills
• Exceptional skills in MS Excel – pivot table, vlookup, financial formulas, table/query functions
• Strong record of academic achievement and clear demonstration of leadership in a work environment
• Moderate to strong communication skills and ability to communicate complex ideas effectively
• Comfortable with significant client interaction and interest in building relationships
• Ability to adapt and prioritize changing project priorities, tasks and timelines
• Ability to work both collaboratively and independently, as well as under pressure of deadlines
• Rigorous attention to detail

• Finance, Accounting degree or CPA
• 0-2+ years implementing portfolio management and/or investment accounting systems

• Enthusiastic team player who enjoys both strategic and hands on work
• Appreciation and embracing of a teaming culture is essential
• Ability to handle sensitive information professionally
• Ability to analyze problems and develop creative solutions to complex issues
• Strong interpersonal, communication, and coaching skills and the ability to work effectively with all levels of employees

• Office and virtual office environment

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.