FinTech leader with an award winning data management product is growing out their professional services team and seeks your investment data management skills for the position of Senior Implementation Consultant, based out of Boston. Role requires a strong understanding of portfolio and or fund accounting, as well as reference data.
The Warehouse component provides customers with the option to leverage, a predefined enterprise data model as part of its deployment. The Warehouse is packaged with a library of inbound data services that allows users to populate either the entire enterprise model or individual data sets. An outbound report services layer is available to expedite delivery of information to downstream applications.
An Implementation Consultant is responsible for providing a range of services to deliver the product suite through consultation with internal and external clients. A good mix of technical competency, business/data expertise and project management skills are required. While the employee will be based out of the New York office, the role will be one that is on-site with clients Monday through Friday thus involving travel within the NA region. Projects can last between three to six months on average.
Duties & accountabilities
- Participates in pre-sales activity including product demos, POCs, workshops, discovery sessions and RFP activities.
·Provides consulting services to customers including the ability to understand challenges/requirements, provide recommendations, define implementation proposal and execute the delivery.·Serves as project manager (or partner with) to establish work plans, manage issues/risks and track progress against budget.·Develops specifications (BRD/FSD/TSD) to define interfaces, validations, rules, mappings, workflows, permissions, system controls and performance criteria.·Configures the products per specification providing including building the interfaces, validations, rules, mappings, workflows and permissions.
- Document, analyses and map the different data feeds that populate/retrieve data to/from the product suite.
·Participates in the testing process for new product versions and client testing cycles (unit, integration, UAT, parallel, etc.) during implementation to ensure deliverables are aligned with requirements and performance.
·Support the release management process and job automation procedures
·Leads project handover meetings to ensure Support and Client Management teams have a thorough understanding of the implementation.
·Supports the procurement of the infrastructure and installation of software at client site or in hosted environment.
·Partners with Sales and Client Management to identify new opportunities to extend usage of the entire product suite.
·Provides input into the training curriculum and conducts training internally/externally.
·Provides input into the product roadmap by recommending new enhancements.
·Assist in the investigation and resolution of issues raised through the support.
·Supports strategic developments across the industry with particular reference to existing products.