Job Description
Investment Management Technology Consultant
Location: Madison, Wisconsin, Onsite
Full Time / Contract
Overall 10+ years of experience required
Note: Must have public sector experience
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
Numbers & Facts
| Location | Madison, WI |
| Job Type | Full-time |
Skills
Business Analysisunmatched
Business Process Managementunmatched
Business Processesunmatched
Chartered Financial Analyst (CFA)unmatched
Communication Skillsunmatched
Continuous Improvementunmatched
Financeunmatched
Governmentunmatched
Identify Issuesunmatched
Institutional Asset Managementunmatched
Investment Accountingunmatched
Investment Managementunmatched
Management Consultingunmatched
Problem Solving Skillsunmatched
Process Analysisunmatched
Requirements Managementunmatched
Risk Managementunmatched
Software Administrationunmatched
Systems Administration/Managementunmatched
Technical Operationsunmatched
Trading/Stockbrokingunmatched
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