Implementation / BA / PM - Wealth Management Software

City of London  ‐ Onsite
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Description

Implementation / BA / PM - Wealth Management Software

Wealth Management software vendor require an experienced Implementation Consultant / Business Analyst / Project Manager to join their growing Professional Services team based out of London.

Company:

Wealth Management Software company focused on building and implementing cutting edge wealth management systems across UK. This is an expanding company, who has recently won a number of new clients, so a great time for someone ambitious to join and make their mark on the future of the company. Standard implementations are 3 months for the front office software and 12 - 24 months for front to back. This role would focus more on the front to back and back office implementations.

Key responsibilities:
  • Gather and analyse requirements, design, configure and deliver workflow solutions using the in-house built wealth management system
  • Understand wealth management workflows, particularly in the back office, such as fund accounting, settlements, crest interactions etc.
  • Drive constant product improvement, system enhancements, new features, etc.
    Maintain knowledge of multiple asset-classes and industry innovations
  • Set and communicate clear and realistic client expectations
  • Provide consultancy services to ensure that the software is configured correctly in order to guarantee optimal software performance
  • Provide guidance to clients throughout the implementation process
  • Provide knowledge of best practise within the back office processes to help clients understand different options to meet business requirements


Required experience
  • Experience with implementing systems ideally within Wealth Management but if you have experience of implementing Asset Management or Hedge Fund systems you will still be considered
  • Strong understanding of front to back office processes within wealth or asset management - including settlements, fund accounting and crest interactions
  • Drive to constantly improve internal processes and increase efficiencies
  • Good understanding and experience as a Business Analyst or Implementation Consultant as well as Project Management skills
  • Thorough understanding of wealth management or asset management process and workflows
  • Well organised self-starter with excellent verbal and written communication and strong problem solving / analytical skills
  • Solid understanding of software product development lifecycle


Key words: software implementation, wealth management, hedge fund, asset management, delivery, project, analysis, product improvement, settlements, fund accounting, crest interactions, back office, operations

Location: City of London

Salary: 65 - 90k depending on experience
Start date
12/2015
From
Real Staffing
Published at
23.10.2015
Project ID:
1005434
Contract type
Permanent
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