Implementation Associate
Core
Aiding the onboarding process for new clients onto a SaaS platform and service model, customizing solutions for accounting, compliance, performance measurement, risk analysis, and reporting.
Role type
Implementation Associate
Builds
Customized SaaS platform solutions for client onboarding
Domain
Financial services / Investment management
Deliverable
client delivery
Required skills
Understanding of TVOM, duration, yield, returns, and risk exposures; Intermediate Excel skills; Knowledge of investment accounting policies; Securities or financial markets experience (derivatives, alternatives, structured products, fixed income); SQL querying; Relational database principles
Preferred skills
Project management skills; Strong computer skills (Microsoft Office); Excellent attention to detail and documentation skills; Exceptional problem-solving abilities
Technologies
Excel; Microsoft Office; SQL
Responsibilities
Taking charge of the onboarding process for clients; Conducting comprehensive training sessions for clients; Troubleshooting and resolving customer issues; Identifying and escalating risks and issues to the Project Manager; Providing consultancy services to align client goals with project plans
Seniority
Mid-level, hands-on IC
