The Role:
The PMS Implementation Manager will act as a guide and subject matter expert for clients when implementing Enfusion’s PMS (Portfolio Management System). This role will build strong PMS product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, development requirement documents, summarize data, and be the point person for client-facing communication.
What You’ll Do:
-
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.
What You’ll Need:
-
8+ years of experience in the hedge fund or asset management industry, including front, middle, and back office workflows.
-
5+ 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
