Senior Engagement Consultant

  • Competitive Market Rate
  • New York, NY, USA
  • Permanent, Full time
  • Eze Software Group
  • 05 Jan 17

Eze Software Group (Eze Software) is seeking a Senior Engagement Consultant to join the Product Engagement Group in its New York office. The Product Engagement group acts as subject matter experts within the industry, providing insight into best practices within their area of expertise. In this role, you will specifically work with the Eze Portfolio Management System.

Eze Software Group (Eze Software) is seeking a Senior Engagement Consultant to join the Product Engagement Group in its New York office. The Product Engagement group acts as subject matter experts within the industry, providing insight into best practices within their area of expertise.  In this role, you will specifically work with the Eze Portfolio Management System. The Eze PMS is a real-time, multi-asset class portfolio modeling, management, and accounting solution used and trusted by more than 200 buy-side firms, in over 30 countries. The Eze PMS can improve decision making, increase productivity for the front, middle, and back-offices, reduce operating risk, and lower overhead costs.

The Role
As a member of the Product Engagement Team, you will work closely with the Sales and Client Services teams participating in pre and post sales implementation and analysis activity as well as being responsible for the delivery of consultancy projects. You will act as the subject matter expert when it comes to portfolio/fund accounting workflows and provide guidance on best practices.  We are looking for candidates who can demonstrate:

  • Bachelor's degree in Accounting, Finance, or Computer Science related subject
  • At least 5 years of professional experience in a consultancy, implementation or operations role within an investment firm
  • Good understanding of hedge fund workflows and operations
  • In-depth knowledge of Hedge Fund/ Investment portfolio accounting
  • Experience implementing investment management software, preferably a portfolio management system
  • An understanding of Project Management and Project Lifecycle
  • Strong communication skills
  • Ability to produce results to tight deadlines and manage multiple projects
  • Ability to work as part of a team
  • Have self-discipline and be able to manage own time and resources
  • Ability to travel up to 50% of the time
  • Familiarity with SQL and Web Services a plus

In addition to the above the successful candidate must demonstrate excellent interpersonal, and analytical skills as well as being able to function well in a dynamic team environment