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Project Manager/Analyst
Will support, train and re-engineer clients on system functionality and manage an implementation staff made up of both Corbeau Technologies and client resources. Implementations may be performed solely by the Project Manager/Analyst or by a team of analysts. In either case, the Project Manager/Analyst will be the main point of contact to the client and lead the Implementation Team.
Responsible for identifying and coordinating all tasks, deliverables, and deliverable dates required for the implementation of various financial systems at client sites. Also performs various pre-sales and post-sales tasks, including pre-sales calls, prospect analyses and proposals, and project post-mortems. Responsibilities may also include researching, testing, and documenting software issues.
The ideal candidate will have a minimum of five years experience implementing financial systems. An in-depth knowledge of portfolio management, accounting, or operations within the mutual funds, money management, banking, insurance, or pension fund industries is required. Prior customer support of PC-based investment management systems is a plus. Travel is likely.
Implementation Support Analyst
Will support the Implementation Project Manager in financial systems implementations. Throughout each system implementation, Analyst will perform various data reconciliations between systems as well as with custodians and investment managers. Research will also be completed to ensure that all data has been entered accurately into the system.
Responsible for assisting in the conversion of clients to various financial software packages at client sites. Responsibilities may also include researching, testing, and documenting software issues. Analyst will report directly to the Project Manager.
The ideal candidate will have a minimum of three years hands-on experience with financial systems. Basic knowledge and understanding of portfolio management, accounting, or operations within the mutual funds, money management, banking, insurance, or pension fund industries is required. Exposure to automated reconciliations is a plus. Travel is likely.
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Contact Us | The Efficient Implementation Program™ | Emissary™ Integration & Reconciliation | Phone: 609.896.1500 Fax: 609.896.1525 |
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