Investment Management / Financial Services
Madison, Wisconsin
Full Time / Contract
Our client is seeking an experienced Investment Management Technology Consultant with a strong background supporting technology platforms within the Investment Management industry. The ideal candidate will understand both business and technology, possess excellent stakeholder communication skills, and have hands-on experience supporting investment management applications, trading platforms, portfolio management systems, or investment accounting solutions.
This role requires professionals who can bridge business and technology teams while improving investment operations through technology-enabled solutions.
Must possess:

• 5+ years of Investment Management industry experience.
• 3+ years of Technology experience.
• Experience supporting Investment Management applications or technology platforms.
• Strong understanding of investment management business processes.
• Bachelor's Degree in Finance or related discipline, OR
• CFA Charter holder or equivalent professional credential.
• Strong communication and stakeholder management skills.

Key Responsibilities

• Support Investment Management technology applications and platforms.
• Partner with Investment, Operations, Technology, and Business stakeholders.
• Analyze business processes and recommend technology improvements.
• Support portfolio management, investment accounting, securities trading, and risk management applications.
• Gather business requirements and translate them into technical solutions.
• Troubleshoot production issues and coordinate resolution.
• Participate in system enhancements, upgrades, testing, and implementations.
• Document business processes and technical solutions.
• Communicate effectively with business users and technical teams.
• Support continuous improvement initiatives across investment technology.

Experience supporting one or more of the following:

• Portfolio Management Systems
• Investment Accounting Platforms
• Securities Trading Systems
• Investment Risk Management Applications
• Performance & Attribution Systems
• Institutional Asset Management Technology
• Investment Data Platforms
• Capital Markets Technology

Recruiter Submission Template –

Full Name:
Highest Degree (Bachelor's/Master's/Other) – University & Completion Year:
Professional Certification (CFA or Equivalent):
Total Years of Investment Management Industry Experience:
Do you have at least 5 years of experience in the Investment Management industry? (Yes/No – Details):
Do you have at least 3 years of Technology experience supporting Investment Management Systems? (Yes/No – Details):
Motivation / Reason for interest in this position:
Contact Number:
Email ID:
LinkedIn Profile URL:
Full Address (Street, City, State, Zip Code):
Notice Period:
Current Work Authorization Status:
Expected Salary / Hourly Rates on W2:
Are you able to relocate on your own expenses and work in Madison, Wisconsin (100% Onsite)?