Solutions Consultant - Asset Owners
Core
Pre-sales Solutions Consultant for automated investment data aggregation and reporting software, serving asset owners like insurers, pension funds, and public investment bodies.
Role type
Senior pre-sales solutions consultant (asset management)
Builds
Cloud-native investment data aggregation, reconciliation, accounting, and reporting solutions
Domain
Financial services / Investment management / Asset ownership
Deliverable
Product features
Required skills
Asset management domain expertise, investment operations knowledge, financial services understanding, data analysis, complex problem-solving, RFP/DDQ management, solution design, stakeholder management
Preferred skills
CFA certification, French regulatory knowledge (ACPR, Solvency II, AMF), fixed income securities knowledge, additional languages
Technologies
Clearwater Analytics platform, Microsoft Office, Excel
Responsibilities
Lead pre-sales workstream from discovery to solution design and handover, articulate solution value to prospective clients, develop and refine sales documentation and standards, coordinate RFPs and DDQs, prepare for high-impact sales meetings and demos, coordinate resources for client onboarding, solve complex non-standard client requirements
Seniority
Senior, hands-on IC