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Alpha FMC

Client data platform for investment managers

Yardi Implementation Project Manager

Full-TimeUpdated on 10/3/2026
$130k - $170k+ Variable bonus
Senior
Bachelor's
Toronto, ON, Canada+1 moreMore locations: United States
Remote

About the job

Requirements
  • At least 5 years of project management experience, focused on IT or enterprise software implementations.
  • Experience managing data conversion projects.
  • Proficiency with project management tools such as Microsoft Project or Smartsheet, or similar tools, and Microsoft 365, including Excel and Teams.
  • A bachelor's degree or equivalent experience.
  • Strong written and verbal communication skills, including the ability to translate technical details into business-friendly updates for executive stakeholders.
  • Organizational skills, attention to detail, and the ability to manage multiple workstreams and competing priorities simultaneously.
Responsibilities
  • Manage all facets of Yardi implementation projects, including budget, schedule, resourcing, procurement, quality, and risk.
  • Develop and maintain the project charter, scope of work, milestones, and risks, assumptions, issues, and dependencies log.
  • Build and run governance structures, including steering committee updates, status reporting, and meeting cadences.
  • Coordinate functional configuration, data conversion, integrations, reporting, training, and testing workstreams; identify interdependencies and remove roadblocks.
  • Partner with the Yardi subject matter expert/process lead and business stakeholders to translate business requirements into project deliverables and timelines.
  • Own the project schedule for discovery/business process review, solution design, configuration, data conversion, conference room pilot, user acceptance testing, go-live, and post-go-live stabilization.
  • Manage change control and scope changes, including their impact on timeline and budget.
  • Drive organizational change management activities, including training schedules, communication plans, and go-live readiness assessments.
  • Identify and mitigate project risks, escalate issues appropriately, and drive resolution.
  • Track and report project financials, resource utilization, and vendor/consultant deliverables.
  • Maintain project documentation and ensure knowledge transfer to operational teams after implementation.
Desired Qualifications
  • Direct experience managing a Yardi implementation, upgrade, or major module rollout, such as Voyager, Investment Accounting, or Debt Manager.
  • PMP certification or equivalent project management training.
  • Experience in real estate, property management, or related industries.

About the company

Alpha FMC provides data solutions for investment managers, including hedge funds and asset managers, through a Client Data Platform built on Microsoft Azure. The platform consolidates data from multiple sources and uses modular applications to support client engagement, revenue tracking, and regulatory reporting within a firm’s existing data and analytics setup. It differentiates itself by specializing in investment-manager data needs and offering end-to-end licensing, professional services, and managed services that scale from boutique to global managers. The goal is to help investment managers optimize operations, grow revenue, improve client engagement, and meet regulatory requirements with a scalable, integrated data platform and ongoing implementation and management support.

Company Size

1,001-5,000

Company Stage

Acquired

Total Funding

$931.9M

Headquarters

London, United Kingdom

Founded

2003

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Simplify Jobs

Simplify's Take

What believers are saying

  • Bridgepoint backing since 2024 funds acquisitions and global hiring across 1,500 consultants.
  • Riyadh opened September 18, 2026, expanding access to GCC transformation budgets.
  • Alpha Concord launched for UK and Europe, meeting rising CCI disclosure demand.

What critics are saying

  • Integrating JPSB and Elgin White through 2026 risks culture clashes and delivery slippage.
  • SimCorp, BlackRock, and Charles River partners can disintermediate Alpha’s platform services.
  • Alpha Concord faces vendor commoditization and regulatory-liability blowback if one audit fails.

What makes Alpha FMC unique

  • Alpha FMC combines buy-side consulting with delivery depth across SimCorp and Aladdin.
  • On April 13, 2026, JPSB added specialist SimCorp implementation capability.
  • Alpha Concord turns fund-document compliance into a product, not just billable advisory.

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Benefits

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Flexible Work Hours

Remote Work Options

Paid Vacation

Paid Holidays

Sabbatical Leave

Hybrid Work Options

Stock Options

Company Equity

Wellness Program

Mental Health Support

Gym Membership

Phone/Internet Stipend

Home Office Stipend

Conference Attendance Budget

Professional Development Budget

Training Programs

Tuition Reimbursement

Professional Certification Support

Mentorship Program

Learning & Development

Employee Discounts

Employee Social Events

Relocation Assistance

Adoption Assistance

Childcare Support

Elder Care Support

Parental Leave

Family Planning Benefits

Fertility Treatment Support

Adoption Assistance

Health Insurance

Dental Insurance

Vision Insurance

Growth & Insights and Company News

Headcount

6 month growth

↓ -2%

1 year growth

↓ -3%

2 year growth

↑ 10%
Consultancy.uk
Sep 30th, 2026
Alpha FMC names Mark Wightman partner in asset management team.

Alpha FMC names Mark Wightman partner in asset management team. 30 September 2026 Consultancy.uk Mark Wightman has joined Alpha FMC as a senior partner. He joins in the consulting division, as the firm looks to strengthen its capacity across international markets. Commenting on his appointment, Wightman said, "I'm excited to be joining Alpha at this stage of their global growth as the next five years will bring more change than the last twenty, as geopolitics, AI & quantum transform how asset & wealth management firms do business. Alpha brings industry depth, scale and agility which are critical enablers to client success." Founded in 2003, Alpha FMC now has over 1,500 consultants across North America, the UK, Europe, MENA and APAC. Alpha has been supported by investment partner Bridgepoint, one of the world's leading quoted private asset growth investors, since 2024. This has supported the firm investing heavily to strengthen its offering across all leading platforms and service providers. This includes developing tools that build on its existing accelerators to drive efficiency for both platforms and end clients, as well as purchasing firms such as JPSB. Wightman joins with more than 30 years' experience spanning financial services, consulting, fintech and technology-enabled transformation, most recently in senior leadership roles at State Street and EY. Earlier in his career, he held senior positions in financial technology, including at SunGard (FIS). In his new role, Wightman will focus on strengthening Alpha FMC's global client relationships and supporting the continued growth of its international asset and wealth management consulting business, with a particular focus on the UK, Middle East and Asia Pacific. Chris Kroeger, head of international asset and wealth management at Alpha FMC, added, "We are delighted to welcome Mark to Alpha. His industry pedigree, international experience and depth of client relationships make him a fantastic addition to the business. We look forward to bringing his expertise to bear for our clients and further strengthening our go-to-market capability across the UK, Middle East and particularly Asia Pacific, where we are growing rapidly."

Mark Allen Group
Sep 28th, 2026
Alpha FMC hires State Street's Wightman as senior partner.

Alpha FMC hires State Street's Wightman as senior partner. Mark Wightman will work within the firm's asset and wealth management consulting division 28 September 2026 Financial services consultancy Alpha FMC has hired Mark Wightman as senior partner within its asset and wealth management consulting division. Wightman joins from State Street, where he spent nine months as executive vice president and head of strategic transformation. Prior to this, he worked at EY for 11 years, latterly as a partner within its wealth and asset management transformation team. He has also held roles at SunGard as head of alternatives, and at SuperDerivatives as vice president, Asia Pacific, over a career spanning 30 years. In his new role, Wightman will focus on continuing to grow Alpha FMC's international asset and wealth management consulting business, as well as to strengthen the firm's global client relationships. He will be focusing in particular on the UK, Middle East and Asia Pacific. Commenting on his appointment, Wightman said: "I'm excited to be joining Alpha at this stage of their global growth as the next five years will bring more change than the last 20, as geopolitics, AI and quantum transform how asset & wealth management firms do business. "Alpha brings industry depth, scale and agility which are critical enablers to client success." MORE ARTICLES ON

FundsGlobal MENA
Sep 18th, 2026
Alpha FMC expands Gulf presence with Riyadh office.

Alpha FMC expands Gulf presence with Riyadh office. 18 September 2026 Financial services consultancy Alpha FMC has opened an office in Riyadh, expanding its presence in the Gulf as it looks to combine its global expertise with greater on-the-ground capabilities in Saudi Arabia. The firm has worked with financial institutions in the kingdom for more than eight years and already has offices in Abu Dhabi and Qatar. The new operation, located in Riyadh's King Abdullah Financial District (KAFD), will provide a local base for Alpha as it helps clients adapt to changing customer expectations and undertake business transformation. Alpha said its work in the market will include helping financial institutions modernise operating models, upgrade technology platforms, develop new capabilities and implement large-scale change programmes. Chris Kroeger, head of international (UK, MENA & APAC), asset and wealth management at Alpha FMC, said the Riyadh opening represented an important step in the consultancy's regional expansion. "Opening our new office in Riyadh is an important next step for Alpha, giving our growing team a base in one of the region's most important financial centres while complementing our established presence in Abu Dhabi and Qatar," he said. "We are excited about the opportunities ahead and remain committed to investing in our people and supporting clients across the GCC." Tom Whitson, senior partner and MENA regional lead at Alpha FMC, said rapid changes across Gulf financial services were creating opportunities for domestic institutions as well as international companies operating in the region. "The GCC's financial services markets are evolving rapidly, creating significant opportunities for both local institutions and global firms operating across the region," he said. "As organisations build new capabilities and evolve their businesses, having our teams on the ground in key financial centres allows us to bring our international experience and specialist expertise closer to clients."

UK Tech News
Jul 1st, 2026
Alpha FMC launches Alpha Concord: an agentic AI engine that transforms fund document compliance.

Alpha FMC launches Alpha Concord: an agentic AI engine that transforms fund document compliance. Alpha Financial Markets Consulting ("Alpha"), a leading global consultancy to the financial services industry, today announces the launch of Alpha Concord: an agentic AI compliance engine purpose-built for the review, validation and assurance of fund documents at scale. Built specifically for the investment management industry, Alpha Concord enables firms to automate document reviews across key investor and regulatory disclosures, including KI(I)Ds, factsheets, ESG reports and prospectuses. The solution performs hundreds of automated checks across factual accuracy, cross-document consistency, regulatory alignment and disclosure readability, generating auditable findings and recommended actions for review teams. The launch comes at a time of increasing regulatory scrutiny of investor communications and growing operational demands on document governance functions. Investment firms are required to produce and maintain large volumes of investor and regulatory disclosures while also managing evolving requirements such as the transition to Consumer Composite Investment (CCI) disclosures. Developed by Alpha's fund compliance and product governance specialists, Alpha Concord combines AI-powered analysis with configurable controls that can be aligned to firms' internal standards and regulatory obligations. Findings are linked directly to source evidence and presented through a workflow interface that supports review, remediation and sign-off activities. How Alpha Concord works Alpha Concord ingests fund documents in all major formats and languages, including KI(I)Ds, factsheets, ESG reports and prospectuses, and runs a structured review against a configurable library of compliance checks. Each check is mapped to the relevant regulatory rule or internal standard, ensuring every finding is supported by a direct evidential reference. Results are presented through a review interface that enables compliance teams and product specialists to triage findings, assign actions, track resolutions and sign off documents within a single auditable workflow. Aggregated analytics surface patterns across entire fund populations and all documents linked to the same entity, enabling firms to identify issues earlier and strengthen governance controls. For firms transforming their document production operating model, or transitioning from KI(I)Ds to CCI disclosures, Alpha Concord's regression-testing capability compares new documents against previous versions and flags material changes in disclosure content, risk ratings and cost data. Commenting on the launch of the tool, Ben Shenkin, Partner at Alpha said: "Our clients have been telling us the same thing for years: the volume of documents they need to review is growing faster than their ability to resource it. Alpha Concord is our answer to that. It is not a generic AI tool adapted for financial services: it was built from the ground up for this specific problem, by consultants who have spent their careers in fund compliance and product governance." Ben Shenkin, Partner Performance at scale In client testing against a live fund population, Alpha Concord achieved: * 8x faster than a human-only review team operating across the same document population. * 100% of the sample can be reviewed, compared with the typical 2-10% sample coverage achieved through manual checks. * 99.8% accuracy on compliance checks, versus 92.5% for manual review on the same population. * 1,000+ documents per day reviewed end-to-end, including scoring, finding generation and audit logging. * Validation checks can be configured across all major European languages Ilia Prokashev, Senior Manager at Alpha, said: "Scepticism about AI is understandable and in a regulated industry, it is healthy. But the evidence is clear: a correctly configured AI system consistently outperforms manual review on accuracy. That is not about replacing expertise. It is about enabling experts to work with greater confidence, consistency, and speed. Alpha Concord gives expert reviewers a higher-quality foundation to work from, so their judgement is applied where it matters most." Ilia Prokashev, Senior Manager Availability Alpha Concord is available now to investment managers and fund administrators operating in the UK and European markets. Alpha FMC will work with clients to configure the check library to their specific document types, regulatory perimeter and internal governance standards. Implementation is typically completed within four to six weeks. To request a demonstration or discuss deployment, please contact your Alpha FMC relationship partner, or email Tech News International at [email protected] or [email protected].

Hubbis
Jun 15th, 2026
Alpha FMC appoints Hamdan Khan as MENA asset and wealth management consulting leader.

Alpha FMC appoints Hamdan Khan as MENA asset and wealth management consulting leader. Alpha Financial Markets Consulting has appointed Hamdan Khan as senior partner and MENA management consulting leader for asset and wealth management. Khan joins as the consultancy continues to expand its Middle East business. The appointment follows the recent formalisation of Alpha FMC's presence in Saudi Arabia, as the firm looks to support demand from investment management, wealth management and private banking clients across the region. Khan has more than 18 years of consulting and industry experience across the UK and the Gulf Cooperation Council. He has advised wealth and asset management firms on strategy, operating model design, digital transformation, business growth and large-scale change programmes. Most recently, he has led transformation projects across the wealth and private banking sector in the Middle East, working with organisations in the UAE, Saudi Arabia, Qatar and Kuwait. In his new role, Khan will focus on expanding Alpha FMC's work with asset managers, private banks, retail investment platforms and fintech firms across the GCC and wider MENA region. He will also work with the firm's regional and global leadership teams to expand client delivery capabilities, develop local consulting talent and strengthen Alpha FMC's wealth and asset management transformation offering.