Front-Office Implementation Consultant

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🕒 Abril 29

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $130.000 - $160.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🛠️ Especialista em Implementação

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Cutter Associates

51 - 200 funcionários

Fundada em 1998

💼 Consultoria

📦 Logística

💸 Finanças

Consulting • Logistics • Finance

A Cutter Associates é uma empresa de consultoria e pesquisa focada na indústria de gerenciamento de investimentos, auxiliando gestores de ativos, proprietários de ativos e gerentes de patrimônio com transformação de negócios, estratégia de tecnologia e operações, seleção de fornecedores e implementação de sistemas. A empresa opera uma comunidade de pesquisa orientada por associações que fornece pesquisas proprietárias, benchmarking, eventos e networking entre pares, além de entregar serviços baseados em projetos em gestão de portfólio, negociação, operações e contabilidade, risco e compliance, dados e análises, e terceirização.

Descrição

• Lead the configuration and implementation of front-office platform modules, including: Portfolio Management, Trade order management and settlement, Security Master maintenance, Compliance rule setup, Client account and relationship management • Serve as a key point of contact for client stakeholders, driving discussions to capture business requirements and translate them into functional system workflows • Conduct system demonstrations and walkthroughs tailored to portfolio managers, traders, compliance teams, and operational users • Support and guide clients through user acceptance testing (UAT), issue resolution, and readiness assessments • Deliver end-user training and contribute to the creation of process documentation and best practices • Collaborate cross-functionally with product, data, and integration teams to ensure successful platform deployment

🎯 Requisitos

• 4-6 years of relevant experience with a broad functional understanding of the entire front-office workflow (PM modeling, trading, compliance, post-trade) • Implementation experience with a front-office platform (ideally CRD, Aladdin, Bloomberg AIM, etc.) • A business-facing background would be ideal - you have worked directly with Portfolio Managers, Traders, Compliance Officers, not just IT. • Self-starter with the ability to work independently and manage client relationships with minimal oversight • Strong analytical and problem-solving skills, with the ability to design effective front-office workflows • Excellent communication and facilitation skills across both technical and business audiences • Deep understanding of investment management front-office operations, including trading, portfolio construction, and compliance • Prior experience implementing front-office investment platforms (e.g., OMS/PMS systems) in a consulting or enterprise environment.

🏖️ Benefícios

• Competitive salary with annual performance bonus and profit-sharing opportunity • 401(k) match (U.S.) or Superannuation contributions (Australia) • A generous paid time off package that includes vacation days, sick leave, company holidays, and time off for volunteering • Comprehensive medical, dental, and vision insurance (U.S.), or regionally competitive coverage (U.K. and Australia) • Long-term disability and life insurance fully paid by the company (U.S.) • Flexible work model - fully remote with optional access to co-working spaces or offices • Global collaboration and travel opportunities across North America, EMEA, and APAC.

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