
51 - 200 employees
Founded 1998
💼 Consulting
📦 Logistics
💸 Finance
Consulting • Logistics • Finance
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.
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51 - 200 employees
Founded 1998
💼 Consulting
📦 Logistics
💸 Finance
Consulting • Logistics • Finance
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.
• Convert data from legacy client systems to the new cloud-based investment management platform • Ensure migration accuracy through validation, troubleshooting, and reconciliation of differences between source and target systems • Collaborate with client stakeholders to understand, map, and interpret source data for migration and integration into client environments • Identify data issues and document solutions • Support the overall migration process and ensure a smooth transition
• Strong understanding of financial instrument data and investment accounting concepts • Hands-on experience with SQL and major database management systems (MS SQL, Oracle, MySQL, Postgres) • Proficiency with data integration or ETL tools and methodologies • Advanced MS Excel skills, including complex formulas, data validation, and reconciliation techniques • Strong analytical and problem-solving abilities with attention to detail • Ability to communicate effectively with both technical and business stakeholders
• 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 • Tailored learning paths and internal knowledge groups • Client exposure and professional development opportunities
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