*BANK LOAN, PRIVATE CREDIT, CLO CASH MANAGEMENT KNOWLEDGE REQUIRED*
Firm: Leading provider of software and services for the global investment management industry
Title: Implementation Consultant
Location: 6 days in office a month
Description:
- Conduct client site and remote software implementations, including workflow review, setup and hands-on functional and technical training.
- Analyze business and technical requirements to anticipate and address client needs.
- Design and document front-to-back architecture of operational processes for clients.
- Lead and assist clients with configuration, testing and user training.
- Configure and automate products to optimize client workflows.
- Travel to clients as needed.
- Manage time to maximize agenda and delivery of critical components.
- Execute on planned implementation tasks to maximize client satisfaction.
- Communicate project status to client and project managers.
- Build conversion and system integration mapping tools.
- Assist clients in the reconciliation process.
Minimum Requirements:
- 7+ years client experience in the financial services industry is required.
- Subject Matter Expertise on Bank Loan and Private Credit with front to back operational,
- accounting and reporting processes.
- Expert knowledge with CLO cash management, operations and reporting requirements.
- Accounting and financial expertise in converting balance sheet and income statements.
- Solid working knowledge of hedge and private equity fund accounting.
Compensation: $125k – 200k + 10% bonus