EI
Front Office Consultant
Expert In Recruitment Solutions
🇺🇸 United States
On-site
1 month ago
- Bloomberg
- Equity
1 month ago
Not enough detail in this posting to match
Responsibilities:
- Collaborate with consulting team members and clients to understand, design, and implement strategic workflows across the investment management lifecycle
- Configure and test the platform based on client requirements, including client and portfolio management setup, compliance rules definition, data ingestion and migration, security master maintenance, trade order management and settlement setup, and report customization
- Engage with client stakeholders to design and configure workflows across the full investment management lifecycle
- Determine priorities, set client expectations, and manage interdependencies between technical and functional workstreams
- Collaborate with technical consultants to support integration design, build, testing, and deployment
- Support a successful go-live and set the client team up for long-term success
Requirements:
- Experience implementing investment management software in a client-facing role; trade order management or portfolio management experience a plus
- Understanding of investment instruments including equity, fixed income, multi-currency, derivatives, and alternatives
- Knowledge of financial markets and the portfolio investment lifecycle, including the full trade order management lifecycle plus post-trade workflows such as settlement and confirm/affirm
- Experience implementing scalable, repeatable business processes and delivering tailored user training
- Experience handling client escalations with professionalism
- 5-10 years of relevant investment management experience
Front Office Consultant · Expert In Recruitment Solutions