Senior Subject Matter Expert- Implementations

Jump Technology

5+ years hedge fund or asset management experience
Front, middle, and back office workflow knowledge
Commercial order management software experience
The role serves as a guide and subject matter expert for clients implementing Clearwater's Portfolio Management System

Job Summary

  • The role serves as a guide and subject matter expert for clients implementing Clearwater's Portfolio Management System.
  • Responsibilities include managing new client implementations, customizing the platform, and consulting on business workflows.
  • Candidates must possess over five years of experience in the hedge fund or asset management industry with front, middle, and back office knowledge.

Matching Summary

The role serves as a guide and subject matter expert for clients implementing Clearwater's Portfolio Management System.

Skills & Requirements

Must-have

  • 5+ years hedge fund or asset management experience
  • Front, middle, and back office workflow knowledge
  • Commercial Order Management software experience
  • Portfolio Management system implementation skills
  • Project management and risk management processes

Nice-to-have

  • Fintech onboarding and software implementation experience
  • Client-service mentality and collaborative work style
  • Strong analytical and communication skills
  • Ability to manage competing priorities
  • Process improvement identification skills

Key Requirements

  • Bachelor's degree in Accounting or Finance-related field
  • 5+ years relevant experience in finance industry
  • Experience with commercial Order Management software
  • Thorough knowledge of listed and OTC financial products

Work Rights

Not specified

Tailored Resume

Cover Letter