Vice President, PMS Implementation Manager
Core
Guide clients through the implementation of Enfusion's Portfolio Management System (PMS), acting as the primary point of contact for customization, workflow consulting, and data migration.
Role type
Senior Implementation Manager (PMS)
Builds
Client implementations of the Enfusion PMS platform
Domain
Asset Management / Hedge Funds / Fintech
Deliverable
client delivery
Required skills
Hedge fund or asset management industry experience, front/middle/back office workflow knowledge, PMS implementation experience, project management, risk management, data migration, stakeholder engagement, financial product knowledge (listed/OTC), Order Management/Portfolio Management software expertise
Preferred skills
Fintech onboarding experience, commercial Order Management software experience, Investment Record keeping software experience
Technologies
Enfusion PMS
Responsibilities
Manage new client implementations and serve as the first point of contact for platform customization and workflow consulting; Consult with clients to align business processes with Enfusion solutions; Liaise with internal production teams to support data migration, interfaces, and trading workflows; Facilitate the setup of software components (Funds, Brokers, Trade Commissions, GL accounts) based on client requirements; Identify opportunities for process improvement in the implementation workflow
