Job Details

Front Office Consultant
Location: Remote (EST Hours)

Job Description
As a Front Office Consultant, you will work with project teams to bring clients live on enterprise cloud software for investment management.
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 understand, design, and configure workflows across the investment management lifecycle.
• Collaborate on determining priorities, setting client expectations, and managing interdependencies between technical and functional workstreams.
• Work with technical consultants to support integration design, build, testing, and deployment.
• Support successful client go-live by collaborating with technical, functional, and project management resources.
• Adhere to information security policies.

• Experience implementing investment management software in a client-facing role.
• Experience with trade order management or portfolio management is a plus.
• Understanding of investment instruments including equities, fixed income, multi-currency, derivatives, and alternatives.
• Knowledge of financial markets and the portfolio investment lifecycle, including trade order management and post-trade workflows.
• Experience implementing scalable business processes and delivering user training.
• Experience handling client escalations professionally.