Senior Consultant, Back Office

Added
12 days ago
Type
Full time
Salary
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Related skills

aws excel serverless apis reconciliation

πŸ“‹ Description

  • Lead end-to-end implementations of Ridgeline's cloud software for investment management.
  • Design, configure, test, and deploy back-office workflows across the investment lifecycle.
  • Drive go-lives and lasting value with a consultative, collaborative approach.
  • Leverage AI tools, including ChatGPT, to boost implementation efficiency.
  • Collaborate with integration consultants and Product/Engineering to align solutions.
  • Travel domestically up to 20%.

🎯 Requirements

  • Bachelor's degree in Business, Finance, Accounting, IT, or related field.
  • 4+ years of investment management software implementations in customer-facing roles.
  • Deep knowledge of portfolio accounting, reconciliation, and reporting workflows.
  • Understanding of asset classes: equities, fixed income, derivatives, and FX.
  • Experience with customer training, escalations, and solution delivery.
  • Strong communication and stakeholder management; able to manage multiple priorities.

🎁 Benefits

  • Company Stock Plan participation.
  • Unlimited vacation.
  • Educational and wellness reimbursements.
  • $0 cost employee insurance plans.
  • Careers page offers full benefits overview.
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