Sr SME- Client Servicing

PMS Client Onboarding

Job Summary: 

The PMS Implementation Manager will act as a guide and subject matter expert for clients when implementing Enfusion’s (a Clearwater Analytics company) PMS (Portfolio Management System). This role will build strong PMS product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, development requirement documents, summarize data, and be the point person for client-facing communication.

Responsibilities: 

• Manage new client implementations and serve as the first point of contact for new clients regarding platform customization, Q&A and workflow consulting.
• Consult with clients to match their current and desired business processes with Enfusion software and services solutions.
• Engage senior client and internal stakeholders to review project progress and task-level status.
• Liaise with internal production team to support Data migration, Interfaces, Trading workflows, troubleshoot P&L and accounting issues.
• Facilitate the setup of various components Enfusion software such as Funds, Brokers, Trade Commissions, Market Environment, GL accounts, etc. based on unique client requirements.
• Facilitate the setup of custom Position, Trade and Accounting reporting requirements.
• Identify opportunities for process improvement and documentation in the Implementation workflow and other internal processes.
  
  

• A client-service mentality and collaborative work style
• Strong client-facing communication and analytical skills are paramount.
• Solid project management / milestone / dependency tracking experience with an ability to identify and escalate project risks
• Ability to manage competing priorities and deliver with high quality.
• Thorough knowledge of a wide range of both listed and OTC financial products.
• Experience with commercial Order Management, Portfolio Management and Investment Record keeping software
  
  

• Bachelors’ degree or higher in an applicable field of study.
• 9+ years of experience in the hedge fund or asset management industry, including front, middle, and back-office workflows.
• 9 years of Fintech onboarding and / or software implementation experience preferred.