Engage is an application and capability with the goal of transforming the portfolio reporting and analysis experience for the financial services industry
Job Summary
Engage is an application and capability with the goal of transforming the portfolio reporting and analysis experience for the financial services industry.
We are passionate about continuously innovating to drive efficiency gains and provide portfolio reporting content in a way that finance professionals and their clients will love.
We empower our employees to bring their ideas and creativity to work, building a culture that supports team members to have a real impact on our business and the success of our customers.
Matching Summary
Engage is an application and capability with the goal of transforming the portfolio reporting and analysis experience for the financial services industry.
Skills & Requirements
Must-have
Portfolio accounting system (PAS)
User research and feedback analysis
Pilot and beta program coordination
AI-driven solutions exploration
Financial Services & Technology expertise
Deep understanding of client reporting needs
Nice-to-have
Strong UX design sensibility
Creative input on visual design
Thrive in a fast-paced environment
Driven to find the right problems to solve
Key Requirements
10+ years’ working in Financial Services & Technology
Expertise in portfolio analysis and reporting
Designing digital experiences
Experience with APIs, databases, and technical troubleshooting is a plus