Senior Consultant, Back Office

Ridgeline

San Ramon, CA, United States
$114,000 - $143,000 ote; not specified; unlimited ...
On-site
Portfolio accounting
Reconciliation workflows
Investment lifecycle
Lead end-to-end functional implementations of enterprise cloud software for investment management customers, focusing on back office transformation

Job Summary

  • Lead end-to-end functional implementations of enterprise cloud software for investment management customers, focusing on back office transformation.
  • Configure, test, and optimize the Ridgeline platform, including data migration, reconciliation, market data, custom reports, and portfolio accounting.
  • Contribute to a learning-oriented, transparent team culture by sharing insights and teaching peers, and provide mentorship to junior team members.

Matching Summary

Lead end-to-end functional implementations of enterprise cloud software for investment management customers, focusing on back office transformation.

Salary

$114,000 - $143,000 OTE; Not specified; Unlimited vacation, educational and wellness reimbursements, $0 cost employee insurance plans

Skills & Requirements

Must-have

  • portfolio accounting
  • reconciliation workflows
  • investment lifecycle
  • enterprise cloud software implementation
  • customer-first thinker

Nice-to-have

  • innovative FinTech company
  • cutting-edge technologies
  • AI tools like ChatGPT
  • act like owners
  • choose growth over comfort
  • transparent communication

Key Requirements

  • 4+ years investment management software implementation
  • Bachelor's degree in Business, Finance, Accounting, IT, or related field
  • Work authorized in the United States without employer sponsorship

Work Rights

Work authorized in the United States without employer sponsorship

Tailored Resume

Cover Letter