Sr. SME- Client Servicing

2 days ago

Bengaluru, Karnataka, India Clearwater Analytics Full time ₹ 20,00,000 - ₹ 25,00,000 per year

PMS Client Onboarding

Job Summary:

The PMS Implementation Manager will act as a guide and subject matter expert for clients when implementing Enfusion's (a Clearwater Analytics company) 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.

Responsibilities:

  • 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.

Required Skills:

  • 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

Education and Experience:

  • Bachelors' degree or higher in an applicable field of study.

  • 9+ years of experience in the hedge fund or asset management industry, including front, middle, and back-office workflows.

  • 9 years of Fintech onboarding and / or software implementation experience preferred.

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