Vice President Pms Implementation Manager

clearwater analytics india private

📍 office - mumbai india🕐 27d ago🔗 workday

Job Description

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