Front-Office Implementation Consultant

🕒 April 29

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Cutter Associates

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1998

🤝 B2B

💸 Finance

🏢 Enterprise

B2B • Finance • Enterprise

Cutter Associates is a consulting and research firm focused on the investment management industry, helping asset managers, asset owners, and wealth managers with business transformation, technology and operations strategy, vendor selection, and system implementation. The firm operates a membership-driven research community that provides proprietary research, benchmarking, events, and peer networking, and delivers project-based services across portfolio management, trading, operations & accounting, risk & compliance, data & analytics, and outsourcing.

📋 Description

• 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

🎯 Requirements

• 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.

🏖️ Benefits

• 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.