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
