Senior Consultant Role

New

Skills

Data Migration Derivatives Equities Fixed Income Investment Management Software Market Data Portfolio Accounting Reconciliation Ridgeline Stakeholder Management

The Senior Consultant, Back Office will lead end-to-end implementations of Ridgeline for investment managers. This role involves designing, configuring, and deploying back-office workflows across the investment lifecycle.

Key Responsibilities
  • Lead the implementation of Ridgeline for investment managers.
  • Design, configure, and deploy back-office workflows.
  • Configure data migration, reconciliation, market data, and reports.
  • Collaborate with Product/Engineering to identify bugs and drive new features.
  • Travel up to 20% for customer engagements.
Required Skills & Qualifications
  • Bachelor's degree in Business, Finance, Accounting, IT, or related field.
  • 4+ years of investment management software implementation experience in customer-facing roles.
  • Deep knowledge of portfolio accounting, reconciliation, and investment reporting workflows.
  • Understanding of equities, fixed income, derivatives, and FX.
  • Experience with customer training, escalations, and solution delivery.
  • Strong communication and stakeholder management skills.
  • Ability to manage multiple priorities effectively.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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