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Profile Software

Financial software solutions for investment management

Investment Solutions Consultant

Implementation & Technical Account ManagementPosted on Nov 10
Full-timeNathana, IndiaNo salary listed

About the Job

Requirements

  • A BSc in Finance, Business, IT, or a related field is required.
  • Three to six years of experience in investment management, software consultancy, or a related role is required.
  • The candidate must be able to understand and explain technical concepts to a non-technical audience.
  • The candidate must be able to coordinate cross-functional work teams toward task completion.
  • Strong client service and communication abilities are required.
  • Excellent command of English is required.
  • A hands-on, results-driven approach is required.
  • The candidate must be highly organized, procedural, and methodical, with attention to detail.
  • The candidate must be able to influence developers and the QA team.
  • Technical proficiency in SQL is an asset.
  • The candidate must be comfortable working in a fast-paced environment.

Responsibilities

  • Serve as the primary project lead, managing timelines, milestones, and client expectations from kickoff through go-live.
  • Collaborate with clients to understand their specific needs and customize the software to meet those needs.
  • Develop and deliver training programs to support client adoption and return on investment.
  • Conduct manual testing to validate that the configured solution meets agreed functional specifications.
  • Provide troubleshooting and tactical guidance to existing clients to optimize their daily operations.
  • Implement the investment management solution hands-on, translating approved business designs into a fully functional system.

About the Company

Profile Software

Financial software solutions for investment management

Profile Software provides financial software solutions for investment management and banking. It offers market-proven software used by financial institutions to manage portfolios, funds, accounting, and banking operations across multiple regions. The products work by integrating front-to-back office functions—covering areas like investment management, finance and accounting, and banking operations—through configurable modules and cross-border, multi-currency support. The company differentiates itself through its long presence in key financial centers, global reach (50+ countries), and established partnerships with international advisory firms, which helps banks and asset managers streamline operations with proven implementations. Profile Software’s goal is to be a trusted partner delivering reliable, scalable financial software that supports institutions in managing their investments, funds, and banking activities efficiently and compliantly across global markets.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
London, United Kingdom
Founded
1990

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