Full-Time

Portfolio Management System

Implementation Manager

Posted on 6/5/2024

Enfusion

Enfusion

1,001-5,000 employees

Cloud-native SaaS platform for financial operations

Data & Analytics
Fintech

Mid, Senior

Chicago, IL, USA

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

Enfusion offers a cloud-native SaaS platform that integrates front-, middle-, and back-office functions, providing a single source of truth for all users and enabling seamless API-powered integrations. The platform supports remote work and provides managed services for middle and back office.

Company Stage

IPO

Total Funding

$256M

Headquarters

Chicago, Illinois

Founded

1997

Growth & Insights
Headcount

6 month growth

4%

1 year growth

9%

2 year growth

31%