6 дней назад
SME - Implementation (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
SME - Implementation (Fintech): Implementing and configuring Clearwater’s Portfolio Management System for hedge fund and asset management clients with an accent on workflow consulting, data migration, reporting, and financial operations. Focus on managing implementation milestones, resolving trading and accounting issues, configuring portfolio components, and coordinating client and internal stakeholders.
Location: Office - Hong Kong
Company
provides a Portfolio Management System and related software implementation services for hedge fund and asset management clients.
What you will do
- Manage new client implementations and serve as the primary contact for platform customization, questions and answers, and workflow consulting.
- Map clients’ current and desired business processes to Clearwater software and services.
- Coordinate with senior client stakeholders and internal teams on project progress, milestones, dependencies, and risks.
- Support data migration, interfaces, trading workflows, and troubleshooting of profit and loss and accounting issues.
- Configure funds, brokers, trade commissions, market environments, general ledger accounts, and custom position, trade, and accounting reports.
- Identify opportunities to improve implementation workflows and documentation.
Requirements
- 5+ years of experience in the hedge fund or asset management industry, including front-, middle-, and back-office workflows.
- 5+ years of relevant experience overall.
- Experience with commercial order management, portfolio management, and investment record-keeping software.
- Thorough knowledge of listed and over-the-counter financial products.
- Project management experience covering milestones, dependencies, and escalation of project risks.
- Bachelor’s degree or higher in accounting, finance, or a related field, or equivalent relevant specialization experience.
Nice to have
- Fintech onboarding or software implementation experience.
Culture & Benefits
- Client-service-oriented and collaborative working style.
- Requires strong client-facing communication, analytical skills, prioritization, and attention to quality.
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