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Confluence is the global investment management industry’s leading provider of automated data
management solutions. Confluence helps investment management companies gain unprecedented
control by automating the collection, creation, confirmation, and of delivery investment product
data. The Confluence Unity™ platform addresses a wide range of problems—from performance
measurement to customized reporting—for a full array of domestic and international products,
including mutual funds, and variable products, hedge funds, and alternative investments.
Purpose
The Professional Services Consultant – Business is responsible for business process training and
assistance to a variety of individuals at client sites. This person also serves as a key resource in
the internal consulting and training of co-workers. This individual works with the project
management office and client(s) to define project tasks/schedules and ensures that associated
tasks are completed as planned with associated travel. The Professional Services Consultant –
Business will report to the Team Lead.
Responsibilities
Provide consulting services pre and post production to Confluence clients
Assist in troubleshooting client issues
Create statements of work, engagement reports, and related reference materials
Work in a team with the Technical Consultant on client implementations
Perform data analysis, data verification, system setup system and report testing, and
training
Act as a liaison between clients and company
Identify opportunities for new business with existing clients
Extensive travel may be required
Other duties as assigned
Education and Work Experience
Requires minimum of 3-5 years of Mutual Fund operations or portfolio management.
Bachelor’s degree in business or finance or equivalent experience
Experience with performance or holding reporting a plus
Professional field consulting experience
Deploying enterprise software solutions preferred
Excellent presentation skills
Problem analysis and resolution at both a strategic and functional level
Excellent interpersonal and communications skills
Crystal Reports experience a plus
Database administration skills a plus
Expertise with all Microsoft Office products—particularly Access and Excel
Confluence Technologies Inc. is an Equal Opportunity Employer (EOE) and offers employment
opportunities to all qualified persons regardless of race, color, religion, sex, age (40-70), national
origin or ancestry, physical or mental disability (except where physical or mental abilities are a
bona fide occupational requirement), veteran status, marital status, familial status, sexual
orientation, HIV-positive status, possession of the sickle cell trait, genetic characteristics, political
views, and any other basis protected by federal, state, or local laws.
To apply for this position, please send a cover letter (including job code) and resume. | | | |
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