Sr. Subject Matter Expert - Implementations (Portfolio Management System)

The Sr. Subject Matter Expert - Implementations will manage new client implementations and serve as the first point of contact for new clients regarding platform customization, Q&A and workflow consulting.

Requirements

• 8+ years of experience in the hedge fund or asset management industry
• 5+ years of Fintech onboarding and / or software implementation experience
• Bachelors’ degree or higher in an applicable field of study
• Strong client-facing communication and analytical skills
• Solid project management / milestone / dependency tracking experience

Benefits

• Business casual atmosphere
• Team focused culture that promotes innovation and ownership
• Access cutting edge investment reporting technology and expertise
• RSUs as well as employee stock purchase plan and 401k with match
• PTO and volunteer time off to give back to the community
• Defined and undefined career pathways allowing you to grow your own way
• Work from anywhere 3 weeks out of the year
• Work from home Fridays
• Maternity and paternity leave