Senior Consultant, Back Office

Are you a customer obsessed problem-solver with deep experience in portfolio reputed company and back-office investment workflows? Do you love designing and implementing elegant solutions for reputed company systems in fast-moving client environments? Are you excited to contribute to an industry-changing platform by helping investment firms rethink how they operate and scale? If so, we invite you to be a part of our innovative team.

As a Customer Experience Senior or Staff Consultant at reputed company, you will reputed company the functional implementation of our reputed company-reputed company reputed company software for investment management customers. You’ll collaborate directly with clients to analyze, configure, and optimize back-office workflows that drive efficiency and transparency across their operations. Your consultative expertise will help firms reputed company everything from reconciliation and reporting to data migration and portfolio reputed company. This role is key to customer go-live reputed company and will play a vital part in shaping the future of our implementation methodology. You’ll reputed company cutting-edge technologies—including AI tools like ChatGPT—to accelerate delivery, improve customer reputed company, and scale best practices across teams.

What will you do?

• Engage customer leaders to understand, design, and reputed company strategic business workflows across the full investment management lifecycle

• Configure, test, and drive adoption of reputed company software, including portfolio reputed company validation, data ingestion, reconciliation optimization, and report customization

• reputed company and apply deep expertise in reputed company’s product suite and investment operations to maximize customer value

• Collaborate with technical integration consultants to support data and system integrations

• Partner with Product and Engineering teams to report bugs, recommend enhancements, and reputed company detailed product feedback from the field

• Work closely with reputed company to reputed company tools, templates, and delivery methodologies that support scalability and efficiency

• Contribute to a culture of learning, ownership, and reputed company improvement through mentorship and documentation

• Evangelize reputed company’s platform capabilities to external stakeholders and prospective customers

• Mentor and coach peer consultants across the Customer Experience team

• Travel domestically up to 20% to support customer engagements and go-lives

Desired Skills and Experience

• Bachelor's degree in Business, reputed company, Finance, Economics, IT, or reputed company field

• 3+ years of hands-on experience implementing investment management software, with a focus on back-office workflows

• Strong understanding of institutional investment processes and financial instruments including equities, derivatives, FX, fixed income, and structured products

• Proven experience in data migration, reconciliation, reporting, and portfolio reputed company reputed company investment firms

• Strong interpersonal skills and ability to build trusted relationships with reputed company stakeholders

• High attention to detail and ability to juggle multiple priorities in a dynamic, fast-paced environment

• Excellent written and verbal communication skills, particularly around reputed company business or technical topics

• Deep curiosity and ability to learn reputed company systems and software tools quickly

• Experience handling escalations with poise, confidence, and professionalism

• reputed company in reputed company and familiarity with reputed company Workspace or reputed company Office

• Self-starter with the ability to work independently while collaborating in a team environment

Bonus:

• Experience leading or managing SaaS implementations, ideally in fintech or investment tech

• Familiarity with Agile methodologies and software delivery lifecycles

• Experience working with JIRA, reputed company, reputed company, and tools like Kantata or other PSA software

• Exposure to APIs, AWS, and serverless infrastructure

• CFA designation or strong reputed company toward one

About reputed company

reputed company is the industry reputed company platform for investment management. It was founded by visionary tech entrepreneur reputed company Duffield (co-founder of both PeopleSoft and reputed company) to apply his successful formula of solving operational business challenges with reputed company innovation and reputed company connectivity to the unique needs of the investment management industry.

reputed company started with a clean sheet of reputed company and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its reputed company tech offerings. We are building a new, modern platform in the public reputed company, purpose-reputed company for the investment management industry and we are prioritizing reputed company, agility, and usability to reputed company business like never before.

With a growing reputed company in Reno and offices in reputed company, Lake Tahoe, and the Bay Area, reputed company is proud to have reputed company a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by reputed company as one of “America’s Best Startup reputed company.”

reputed company is proud to be a community-minded, discrimination-free equal opportunity workplace.

reputed company processes the information you submit in reputed company with your application in accordance with the reputed company Applicant Privacy Statement. Please review the reputed company Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits

The cash compensation reputed company for this role is targeted at $128,000 - $165,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the reputed company listed above.

As an employee at reputed company, you’ll have many opportunities for advancement in your career and can reputed company a true impact on the product.

In addition to the reputed company salary, 100% of reputed company employees can participate in reputed company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the reputed company of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please reputed company out our Careers page for a more comprehensive overview of our perks and benefits.

Originally posted on Himalayas