Portfolio Items

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Sales Manager – FSI & Banking Solutions, London (103)

Sales Manager for an established, well known solutions provider to Retail, Private Banks, Asset Managers, Wealth Managers – Fantastic Career Path – Exciting Territorial Coverage – Immediate Start – Senior Visible Role - Excellent Opportunity to drive Growth and make good money – London City Office Headquartered in Switzerland, our global client is a well known reputable complex banking solutions provider to Retail, Investment and Private Banking, Wealth and Asset Management. Based out of their London City office, the Sales Manager expands prospective client network and penetrates the marketplace by identifying new sales opportunities within the assigned Territory of United Kingdom, Gibraltar, Ireland and Caribbean (Puerto Rico, Jamaica, etc.)
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Technical Implementation Consultant – Wealth Management and & Financial Markets, Philippines 89

The Technical Implementation Consultant will report remotely to the Data & Communications Service Line Manager in Warsaw, Poland. S(He) is expected to integrate the product into the company system for use by existing/new clients with proper knowledge transfer upon onboarding. Support debugging of the product through investigation, trace running and in-depth analysis and become the product’s Global Support Subject Matter Expert by taking ownership of the product.
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Service Delivery Technical Consultant – Investment Management Solutions, Philippines 95

The Service Delivery Technical Consultant will work with various banking and financial services clients to provide technical support, system optimization, and issue resolution within our client’s investment management software.
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Business Consultant – Fund Accounting - Investment Management Solutions, Philippines

Develop detailed specification on accounting setup, validate with client/onsite consultant. Develop and support onsite consultant and customer in preparing specification of fund administration and accounting requirements. Assess current state of product to discover additional needs. Collaborate according to the project framework including timelines, quality plans, progress reporting, risk and issue identification and communication.
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IT System Integration Consultant - Investment Management Solutions, Philippines 43

The Data Integration / System Integration Consultant is tasked with the implementation and management of mappings, business rules and standards globally. Participate in all aspects of the implementation, including business analysis, system design and configuration, data conversion, integration, testing and training. Participate in client remote support and work sometimes directly communicating with clients mainly on configuration and business flows activity. Support onsite consultant and customer in preparing specification of system integration requirements. Develop detailed specification based on our client’s Data Model and validate with client/onsite consultant. Mapping data values from various systems to our client’s standard values.
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Business Consultant – Investment Compliance, Philippines (75)

The Data Integration / System Integration Consultant is tasked with the implementation and management of mappings, business rules and standards globally. Participate in all aspects of the implementation, including business analysis, system design and configuration, data conversion, integration, testing and training. Participate in client remote support and work sometimes directly communicating with clients mainly on configuration and business flows activity. Support onsite consultant and customer in preparing specification of system integration requirements. Develop detailed specification based on our client’s Data Model and validate with client/onsite consultant. Mapping data values from various systems to our client’s standard values.
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Data Migration Consultant - Investment Management Solutions, Philippines (80)

Develop detailed specification on accounting setup, validate with client/onsite consultant. Analyze, Map, Test, and deploy investment accounting data. Document client requirements and map it into our clients Investment Management Software functions and processes, identifying process improvements and efficiencies where possible Deep dive into data used by business processes in investment management and ensure our clients are transitioning to our software. Deliver an overall data migration / onboarding solution set to meet client requirements, aligned with standard configuration solutions. Customize the data migration / onboarding processes to meet individual client requirements. Provide documentation of migration data and reconciliations to support internal audit requirements Collaborate according to the project framework including timelines, quality plans, progress reporting, risk and issue identification and communication.
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Investment Accountant, ABOR - Investment Management Solutions, Philippines 53

Develop detailed specification on accounting setup, validate with client/onsite consultant. Develop and support onsite consultant and customer in preparing specification of fund administration and accounting requirements. Assess current state of product to discover additional needs. Collaborate according to the project framework including timelines, quality plans, progress reporting, risk and issue identification and communication.