Overview
The Implementation Consultant works in a fast-paced environment, engaging with a variety of investment and technology professionals inside and outside the firm.
They will work directly with the Implementation team to facilitate onboarding client investment data onto our platform.
Primary responsibilities include creating processes to intake complex investment data, and direct interaction with institutional clients.
Implementation Consultants demonstrate a high attention to detail, confidence, and entrepreneurial mindset.
Candidates should be comfortable working in a team environment, while also juggling multiple priorities on tight deadlines.
Responsibilities
Build out client's portfolio hierarchy(s) and fund manifests which can include UDF and commitment creation
Create templates to integrate new client's historical accounting data
Validate historical fund level market values, transactions, and returns against client's performance provid...