Implementation Resource

Generally, as narrow Subject Matter Expert (SME) contribute to implementation projects at the direction of Senior Implementation Managers. More specifically:

• Participate and prepare deliverables for needs and gap analyses based on review of client issues, requirements, current pain points.
• 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
• Assist in new features specification and functional enhancements to the Platform
• Ability and willingness to travel

• Finance, Accounting degree or CPA
• 1-2+ years implementing portfolio management and/or investment accounting systems
• 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