Lead end-to-end business and technology transformation programs across Investment Management, Wealth Management, Asset Servicing, and Retirement operations, managing technology platform selections, data strategy, and private markets initiatives.
Compensation
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the current range is $155,600 to $306,800. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Responsibilities
Lead end-to-end business and technology transformation programs
Manage technology platform selections and implementations
Design and execute target-state operating models
Lead investment data strategy and transformation efforts
Deliver key middle and back office operational and onboarding services on Advent Geneva, collaborating with internal teams and external stakeholders to oversee daily operational processes, ensure platform optimization, and support concurrent projects.
Locations (3)
New York, New York, United States
Boston, Massachusetts, United States
Jacksonville, Florida, United States
Compensation
New York: The expected base salary for the position is between $100,000 USD to $160,000 USD. Massachusetts: The expected base salary for the position is between $90,000 USD to $180,000 USD.
Responsibilities
Deliver key middle and back office operational and onboarding services on Advent Geneva
Collaborate closely with internal teams and external stakeholders
Oversee daily operational processes
Ensure platform optimization
Support a variety of concurrent projects
Senior Consultant, Charles River Development, Assistant Vice President
Lead implementation projects for Charles River Investment Management System, managing client relationships, project plans, and configuration to deliver best practice solutions.
Responsibilities
Day to day management of an implementation project
Interpreting workflow analysis documents and converting them into specifications for CR IMS configuration
Providing ongoing communication and evaluation of project status to the client and Charles River Project Manager
Providing a single point of contact for a Client during the Implementation project
Undertaking the daily execution of the project plan steps
Requirements
University degree – ideally in a Finance or Technology discipline
Nice to have: Fluency in a second European Language
Senior Functional Business Analyst responsible for driving functional analysis, solution design support, stakeholder engagement, production issue analysis, and documentation for a business-critical investment accounting platform.
Responsibilities
Engage with business stakeholders, product owners, senior functional designers, development teams, QA teams, operations, and client support groups to understand business objectives and translate them into clear functional requirements, solution specifications, user stories, and design documentation.
Provide functional design and analysis support for system enhancements, regulatory requirements, client-driven deliverables, production issues, and strategic initiatives related to the Record Keeping System platform.
Conduct detailed impact assessments across business functionality, database structures, accounting calculations, batch and real-time processing flows, interfaces, and upstream/downstream application dependencies.
Analyze complex production issues, client-reported defects, data discrepancies, processing exceptions, job cycle failures, and valuation-related concerns; support timely triage, replication in DEV environment, root cause analysis, and resolution planning.
Act as a subject matter expert for escalated support items, major incidents, major incident calls, and business-critical production events.
Requirements
Bachelor's or Master's degree in business, Finance, Accounting, Information Systems, Software Engineering, or a related discipline
We are seeking an experienced Alpha Product Business Analyst to partner with Business and Technology teams across investment technology initiatives. The role combines IDC product development, business analysis, automation solution delivery, and functional support.
Compensation
$70,000 - $130,000 Annual
Responsibilities
Lead requirements gathering and translate business needs into functional requirements, user stories, process flows, and acceptance criteria.
Identify and assess automation opportunities, translating business needs into prioritized IDC enhancements that expand control coverage, reduce manual intervention, and promote reuse across clients and workflows.
Define and document reconciliation and data validation requirements, including source mappings, matching keys, tolerances, exception conditions, and expected results, in partnership with Business and Technology teams.
Perform cross-system analysis to identify data discrepancies, reconciliation breaks, dependencies, and functional issues.
Support the full SDLC, including functional design, test scenario development, UAT coordination, defect triage, implementation readiness, and post-release validation, covering both expected processing and exception scenarios.
Manager, Industry Solutions, Investment Wealth ManagementDeloitte · Atlanta, US
Senior Consultant, Charles River Development, Assistant Vice PresidentState Street · London, United Kingdom