Investment Management Advisor
il y a 4 semaines
Position Overview
The Consulting Operations division plays a crucial role in delivering comprehensive projects for clients utilizing our front-to-back office asset management platform. Our solution encompasses everything from portfolio and order management to performance evaluation, risk assessment, and accounting, providing a streamlined investment lifecycle experience.
As an Investment Management Advisor, you will collaborate with both industry specialists (senior investment consultants, managers, risk analysts, etc.) and technical professionals (R&D teams, Delivery & DevOps teams, etc.).
This position will primarily concentrate on middle and back office functions, particularly focusing on investment accounting and reporting.
You will address the requirements of our clientele, which includes Asset Management Firms, Family Offices, Private Banking Institutions, and Insurance Companies, through:
- Consulting: providing support and training for business units.
- Configuration and design: automating reports, setting control parameters, facilitating data transfers, and ensuring business data integrity...
You will engage in both intensive missions and extended projects, frequently working on-site with our clients' business teams (managers, middle management, compliance officers, etc.).
The extensive functional capabilities of our solution will allow you to tackle a diverse array of challenges:
- Front Office: order execution, decision-making support...
- Middle Office: regulatory compliance, market risk oversight, performance evaluation, data governance...
- Back Office: investment accounting practices
Qualifications:
- A minimum of 5 years of higher education in market finance or information systems.
- Demonstrated professional experience in market finance or accounting/audit.
- Proficiency in Excel is essential.
- You are detail-oriented, innovative, proactive, self-sufficient, possess strong interpersonal skills, and work well in a team environment.
- Excellent writing abilities and a good command of English are required.
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