Front-Office Implementation Consultant

Role Overview

• Lead the configuration and implementation of front-office platform modules, including: Portfolio Management, Trade order management and settlement, Security Master maintenance, Compliance rule setup, Client account and relationship management
• Serve as a key point of contact for client stakeholders, driving discussions to capture business requirements and translate them into functional system workflows
• Conduct system demonstrations and walkthroughs tailored to portfolio managers, traders, compliance teams, and operational users
• Support and guide clients through user acceptance testing (UAT), issue resolution, and readiness assessments
• Deliver end-user training and contribute to the creation of process documentation and best practices
• Collaborate cross-functionally with product, data, and integration teams to ensure successful platform deployment

Requirements

• 4-6 years of relevant experience with a broad functional understanding of the entire front-office workflow (PM modeling, trading, compliance, post-trade)
• Implementation experience with a front-office platform (ideally CRD, Aladdin, Bloomberg AIM, etc.)
• A business-facing background would be ideal
• you have worked directly with Portfolio Managers, Traders, Compliance Officers, not just IT.
• Self-starter with the ability to work independently and manage client relationships with minimal oversight
• Strong analytical and problem-solving skills, with the ability to design effective front-office workflows
• Excellent communication and facilitation skills across both technical and business audiences
• Deep understanding of investment management front-office operations, including trading, portfolio construction, and compliance
• Prior experience implementing front-office investment platforms (e.g., OMS/PMS systems) in a consulting or enterprise environment.

Benefits

• Competitive salary with annual performance bonus and profit-sharing opportunity
• 401(k) match (U.S.) or Superannuation contributions (Australia)
• A generous paid time off package that includes vacation days, sick leave, company holidays, and time off for volunteering
• Comprehensive medical, dental, and vision insurance (U.S.), or regionally competitive coverage (U.K. and Australia)
• Long-term disability and life insurance fully paid by the company (U.S.)
• Flexible work model
• fully remote with optional access to co-working spaces or offices
• Global collaboration and travel opportunities across North America, EMEA, and APAC.