Related skills
reporting jira confluence chatgpt reconciliation📋 Description
- Serve as SME for back-office investment workflows (reconciliation, reporting, client mgmt)
- Guide implementation teams and standardize delivery frameworks
- Translate customer needs into product improvements and roadmap priorities
- Lead scalable methodologies for portfolio accounting and operational workflows
- Enable internal teams and partners via training, documentation, rollout support
- Drive feedback to inform product enhancements and implementation frameworks
🎯 Requirements
- 5+ years hands-on experience implementing investment management software
- At least 1 year implementing Ridgeline with focus on back-office workflows
- Deep knowledge of institutional investment operations (equities, derivatives, FX, fixed income, structured products)
- Strong reconciliation, reporting, and portfolio accounting expertise
- Excellent written and verbal communication; translate complex processes into clear docs
- Willingness to learn cutting-edge tech, including AI tools like ChatGPT
🎁 Benefits
- Stock option plan participation
- Unlimited vacation
- Educational and wellness reimbursements
- $0 cost employee insurance plans
- Careers page with full perks
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