Tech Stack

Description

Lead end-to-end functional implementations of Ridgeline's enterprise cloud software for investment management customers. Act as a strategic partner to design, configure, and deploy back office workflows, using cutting-edge technologies including AI tools like ChatGPT to improve efficiency and drive successful go-lives.

Requirements

• Bachelor's degree in Business, Finance, Accounting, IT, or related field
• 4+ years of investment management software implementation experience in a customer-facing role
• Deep knowledge of portfolio accounting, reconciliation, and investment reporting workflows
• Understanding of asset classes such as equities, fixed income, derivatives, and FX
• Strong communication, stakeholder management, and multitasking skills; proficiency in Excel and Google Workspace

Responsibilities

• Engage customer stakeholders to design and deploy strategic workflows across the investment management lifecycle
• Configure, test, and optimize Ridgeline platform including data migration, reconciliation, market data, custom reports, and portfolio accounting
• Develop deep product and industry expertise to ensure customers realize full value from the software
• Collaborate with integration consultants and partner with Product and Engineering teams to identify bugs and suggest features
• Create scalable tools and templates for repeatable, cost-effective implementations; mentor junior team members