Establish and maintain relationships with vendor and internal management/front line staff
Partner with performance operations to understand client behavior where required
Possess business-level understanding of platform functions (legacy and external)
Work independently as well as on a team to verify performance/risk analytics at multiple levels across platforms using available tooling
Interpret and write commentary on functional testing results
Identify, document, and resolve production issues pre and post migration
Provide concise client migration status updates and assist with prioritization
Present findings, outcomes, and solutions at stakeholder meetings
Qualifications:
Industry experience: Preferably 10-15 years with institutional clients (3-5 years working with market leading performance, attribution and analytics software platforms e.g. Factset)
Understanding of systems/software development lifecycle
Proficiency with office productivity software
Positive attitude with a willingness to work hard and be on a steep learning curve
Attention to detail with demonstrated problem-solving ability
BA/BS/MBA or equivalent preferably in business/finance or math
Industry recognized professional certifications such as CFA, CAIA and CIPM are encouraged