Full-Time

Principal – Client Delivery & Implementations

Updated on 7/17/2026

Arcesium

Arcesium

1,001-5,000 employees

Cloud-native data management for investments

Compensation Overview

$250k - $300k/yr

New York, NY, USA

Hybrid

Hybrid work arrangement with on-site presence in New York.

Category
Business & Strategy (1)

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Requirements
  • 10+ years in enterprise software implementation delivery, with at least 5 years in a client-facing leadership role where you were accountable for the outcome, not just the plan. Financial services or fintech strongly preferred.
  • Experience leading engagements with diverse stakeholder dynamics — where success required building alignment across stakeholders with different levels of enthusiasm, different priorities, and different relationships to the technology being implemented. You should be able to describe how you built productive working relationships in these environments.
  • A track record of managing the transition from sales to implementation. You have taken ownership of aligning client expectations with delivery scope, navigating situations where the two were not fully synchronized, and doing so in a way that strengthened the client relationship.
  • Demonstrated commitment to documentation discipline. You maintain rigorous records of decisions, scope changes, and rationale even when the pace of the project makes it tempting to skip.
  • Experience with data migration and legacy system transitions in environments where the migration process itself surfaced complexity that neither side fully anticipated. You have led clients through discovery phases with transparency and patience, framing challenges as shared problems to solve.
  • Comfort navigating organizational change on the client side. You have maintained project continuity and stakeholder trust through leadership transitions, team changes, and evolving priorities within client organizations — without losing momentum.
  • Strong written communication skills, with the ability to create multiple representations of the same information for different audiences — executive summaries, detailed narratives, visual timelines, risk registers — and the judgment to know which format serves each audience best.
Responsibilities
  • Client Partnership at the Leadership Level. You build and maintain trusted relationships with client executives (COO, CFO, CTO) alongside the day-to-day project team. You establish steering committees and executive touchpoints as forums for shared visibility, ensuring that leadership on both sides has a clear, consistent view of project progress and risks.
  • Stakeholder Alignment Across Complex Organizations. You develop a nuanced understanding of each client’s organizational structure, decision-making processes, and internal priorities. You recognize that different stakeholders bring different perspectives shaped by their roles and responsibilities, and you tailor your engagement approach accordingly to build alignment and maintain momentum.
  • Expectation Management Across Transitions. You ensure continuity between the sales and implementation phases, taking ownership of aligning what was envisioned with what will be delivered. You manage onboarding of new stakeholders who join mid-project, ensuring they have the context needed to engage productively without losing the ground already covered.
  • Documentation as a Shared Asset. You build and enforce a documentation practice where every scope evolution, decision rationale, and priority shift is captured in durable written form. You do this to give both Arcesium and the client a shared, reliable record — because in long-running engagements, institutional memory fades on both sides, and a clear written trail protects everyone.
  • Delivery Execution Through the Team. You work through Arcesium’s existing PMO, FDSA, and FDDS staff — coaching them on stakeholder engagement while leveraging their product and domain expertise. You do not replace them; you amplify their effectiveness by providing the senior client-leadership layer that complex engagements demand.
  • Go-Live and Transition Leadership. You recognize that the transition to production is a high-stakes moment for client organizations and lead accordingly. You design hyper-care plans that provide visible, steady support during the critical post-go-live period, building client confidence through responsiveness and transparency.

Arcesium provides data management solutions for the investment industry. Its cloud-native platform gives hedge funds, asset managers, and financial institutions real-time access to cleaned, normalized data. The platform is scalable, letting clients grow operations, expand into new regions, and test new investment strategies without downtime. Revenue comes from subscription services plus professional consulting. Arcesium differentiates itself by offering a customizable infrastructure designed to accelerate clients’ data strategies, modernize operating models, and automate complex tasks while helping manage operational risk and improve investor communication. The company aims to help clients boost portfolio management and profitability by providing reliable data and tools that support end-to-end data workflows.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

2015

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Simplify Jobs

Simplify's Take

What believers are saying

  • Private credit automation demand supports Aquata's AI extraction and exception-based review workflows.
  • Limina acquisition expands front-to-back coverage and strengthens European portfolio and order management.
  • Interoperable integrations with Hypercore and ESG Book increase Arcesium's data-platform adoption.

What critics are saying

  • BlackRock-owned eFront and SS&C Advent can bundle overlapping workflows and displace Arcesium.
  • Limina integration failures would create duplicated workflows, migration pain, and delayed cross-sell.
  • Any NAV, reporting, or MCP data error would damage trust in Arcesium's core data layer.

What makes Arcesium unique

  • Cloud-native platform unifies investment data, operations, and analytics across front, middle, back office.
  • Deep domain expertise and consultative delivery target sophisticated hedge funds, asset managers, and banks.
  • Aquata adds governed AI workflows for unstructured documents and natural-language data access.

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Benefits

Health Insurance

401(k) Retirement Plan

401(k) Company Match

Growth & Insights and Company News

Headcount

6 month growth

11%

1 year growth

11%

2 year growth

11%
FinanzNachrichten.de
Feb 2nd, 2026
Arcesium acquires Limina to create unified front-to-back investment platform

Arcesium, a global financial technology provider, has acquired Stockholm-based portfolio and order management systems provider Limina, creating an integrated front-to-back investment platform. The deal marks Arcesium's first acquisition and aims to eliminate legacy fragmentation in investment operations. The acquisition combines Limina's cloud-native portfolio and order management systems with Arcesium's middle- and back-office solutions. Limina's entire team, including CEO Kristoffer Fürst, will join Arcesium to support ongoing product development. Arcesium currently services over $5.3 trillion in gross assets under management and employs over 2,300 professionals. The acquisition strengthens its European presence whilst positioning the firm for continued growth in the US and international markets. Founded in 2014, Limina specialises in multi-asset investment management platforms for asset managers, hedge funds and asset owners.

The Fintech Times
Jan 5th, 2026
Arcesium Upgrades Aquata Platform to Help Investment Firms Master Unstructured Data

Arcesium upgrades Aquata platform to help investment firms master unstructured data. Arcesium, a global financial technology company, has launched a new suite of AI features for its data platform, Aquata. The update is designed to help institutional asset managers, hedge funds, and private market firms scale their AI strategies by unlocking value from unstructured data sources and improving interoperability. The financial services sector is notoriously reliant on document-heavy workflows, particularly in private markets. Arcesium's new release specifically targets the challenge of unstructured data - such as PDFs, emails, and notices - which often requires significant manual intervention to process. The update introduces a generative AI-powered agent capable of extracting structured data from these documents. The agent ingests and organizes the information, applying data quality rules to create a reliable foundation of proprietary data. For private credit managers, the impact of this automation has been quantifiable. According to Arcesium, the tool successfully extracted loan lifecycle events - such as drawdowns, paydowns, and interest repricing - from notices across more than 15 counterparties. This process reduced what was previously hours of manual validation by operations teams into "minutes of exception-based review." Connecting AI to governed data. Alongside data extraction, Arcesium has launched a Model Context Protocol (MCP) server within Aquata. This feature addresses the challenge of connecting enterprise AI tools to a firm's internal data. The Aquata MCP server enables investment firms to use natural language to orchestrate investment lifecycle data from any enterprise AI interface. By leveraging domain-aware schemas, the server allows users to query data for analysis or run transformation workloads while ensuring the AI interacts with a "governed, trusted" data foundation. Bryan Dougherty, chief technology officer at Arcesium, emphasized the necessity of these tools in the current market: "Financial services is awash with unstructured communications. That data is both underutilized and creates tremendous data management challenges. Generative AI and LLMs are well-suited to mitigate those obstacles, and we're committed to being at the forefront of our industry in integrating cutting-edge technology into AI-enabled solutions with interoperability at their core." Scale and Context. Arcesium, which was developed from a platform created by the D. E. Shaw group and launched as a joint venture with Blackstone Multi-Asset Investing, currently services over $5.3trillion in gross AUM. Mitya Miller, senior vice president and general manager of the Aquata platform, noted that clients are currently processing "hundreds of thousands of documents monthly" for critical workflows. He stated that the new capabilities position Aquata as a unified operating model that combines unstructured data intelligence with a governed investment data foundation. The new AI tools are now available to all users of the Aquata platform.

Technology AI Insights
Dec 15th, 2025
Arcesium Launches New AI Features in Aquata for Institutional Investors

Arcesium launches new AI features in Aquata for institutional investors. Arcesium, a leading provider of investment lifecycle and data management technology for the global investment industry, announces the launch of a suite of new AI features for its comprehensive self-service data platform, Aquata. With these new capabilities, institutional asset managers, hedge funds, private markets funds and capital markets firms can scale up their AI strategies, unlock agentic workflows, and extract value from a greater variety of data sources to power their investment strategies. The new AI features include unstructured data processing capabilities that create operating leverage for firms running manual processes, as well as a Model Context Protocol (MCP) server that enables investment firms to connect any enterprise AI tool to their governed data foundation in the Aquata platform. These capabilities mark a significant advance in how institutional investors operationalize AI across their workflows - securely, efficiently, and at scale. Arcesium has launched new AI features for its comprehensive self-service data platform, Aquata, enabling IAMs, hedge funds, private markets and capital markets firms to scale their AI strategies and extract value from a wider range of data sources. The unstructured data extraction capability is a generative AI-powered agent that obtains structured data from unstructured source documents, such as PDFs and emails. The agent ingests, organizes and applies data quality and control rules to extracted data so that investment firms can operate from a reliable foundation of structured proprietary data. With the capability natively embedded in the Arcesium ecosystem, clients can easily integrate extracted data into workflows. For Private Credit investment managers, Aquata's AI-powered unstructured data processing successfully extracted loan lifecycle events - including drawdowns, paydowns, interest repricing, and fees - from loan notices across 15+ counterparties, reducing what previously required hours of manual validation by investment operations teams to minutes of exception-based review. Additional applications include processing direct lending borrower reporting, private equity portfolio company financials, limited partner documents, real estate financing, and bilateral trading agreements. The Aquata MCP server enables investment firms to use natural language to orchestrate their investment lifecycle data in Aquata from any enterprise AI interface. Initial MCP tools enable users to query the right data for analysis and leverage domain-aware schemas for running analytical or data transformation workloads. The Aquata MCP server also provides financial institutions with enhanced reliability, accuracy and efficiency in their AI efforts, as they can execute workflows from a data foundation that is governed, trusted, and purpose-built for the complexity and nuance of the investment industry domain. Bryan Dougherty, Chief Technology Officer at Arcesium commented: "Financial services is awash with unstructured communications. That data is both underutilized and creates tremendous data management challenges. Generative AI and LLMs are well-suited to mitigate those obstacles, and we're committed to being at the forefront of our industry in integrating cutting-edge technology into AI-enabled solutions with interoperability at their core. The launch of this new suite of AI capabilities within the Aquata platform is part of Arcesium's broader AI strategy to transform how we deliver value to our clients." Mitya Miller, Senior Vice President and General Manager of the Aquata platform, at Arcesium commented: "Our clients demand solutions that can handle high volumes and produce low margins of error, with some clients processing hundreds of thousands of documents monthly for critical operational workflows. They are also deploying sophisticated AI workflows requiring the ability to seamlessly engage with their underlying investment lifecycle data. The launch of unstructured data extraction capability and MCP server in the Aquata platform demonstrates our commitment to helping the investment industry achieve AI-enabled operational scale. Together, these capabilities position Aquata as a leading, AI-ready data platform purpose-built for institutional investing - unifying unstructured data intelligence, natural-language querying, and a governed investment data foundation in a single operating model." The new AI tools are now available to all users of the Aquata platform. Aquata is a self-service data platform purpose-built for the investment industry, featuring pre-configured connectivity with data providers, as well as industry-specific data models, lineage, quality, transformation, and reporting tools. AI Media Room is the in-house content creation laboratory, ran by highly energetic, volatile and flamboyant group of media professionals, AI analysts, and industry trend-watchers.

Yahoo Finance
Dec 15th, 2025
Arcesium Unveils New Suite of AI Features in Aquata(R) to Help Institutional Investors Scale Their AI Strategies

Arcesium unveils new suite of AI features in aquata(r) to help institutional investors scale their AI strategies. NEW YORK, December 15, 2025-(BUSINESS WIRE)-Arcesium, a leading provider of investment lifecycle and data management technology for the global investment industry, today announces the launch of a suite of new AI features for its comprehensive self-service data platform, Aquata. With these new capabilities, institutional asset managers, hedge funds, private markets funds and capital markets firms can scale up their AI strategies, unlock agentic workflows, and extract value from a greater variety of data sources to power their investment strategies. The new AI features include unstructured data processing capabilities that create operating leverage for firms running manual processes, as well as a Model Context Protocol (MCP) server that enables investment firms to connect any enterprise AI tool to their governed data foundation in the Aquata platform. These capabilities mark a significant advance in how institutional investors operationalize AI across their workflows - securely, efficiently, and at scale. The unstructured data extraction capability is a generative AI-powered agent that obtains structured data from unstructured source documents, such as PDFs and emails. The agent ingests, organizes and applies data quality and control rules to extracted data so that investment firms can operate from a reliable foundation of structured proprietary data. With the capability natively embedded in the Arcesium ecosystem, clients can easily integrate extracted data into workflows. For Private Credit investment managers, Aquata's AI-powered unstructured data processing successfully extracted loan lifecycle events - including drawdowns, paydowns, interest repricing, and fees - from loan notices across 15+ counterparties, reducing what previously required hours of manual validation by investment operations teams to minutes of exception-based review. Additional applications include processing direct lending borrower reporting, private equity portfolio company financials, limited partner documents, real estate financing, and bilateral trading agreements. The Aquata MCP server enables investment firms to use natural language to orchestrate their investment lifecycle data in Aquata from any enterprise AI interface. Initial MCP tools enable users to query the right data for analysis and leverage domain-aware schemas for running analytical or data transformation workloads. The Aquata MCP server also provides financial institutions with enhanced reliability, accuracy and efficiency in their AI efforts, as they can execute workflows from a data foundation that is governed, trusted, and purpose-built for the complexity and nuance of the investment industry domain.

The Hans India
Aug 6th, 2024
CM Revanth Reddy's US visit: Arcesium announces expansion of Hyderabad facility

"We are thrilled that Arcesium is expanding its operations in Hyderabad.