Tech Stack

Description

As a Senior Back Office Consultant at Ridgeline, you will lead end-to-end functional implementations of our enterprise cloud software for investment management customers. You'll act as a strategic partner to clients, designing, configuring, and deploying workflows that focus on back office transformation.

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 and stakeholder management skills

Responsibilities

• Engage customer stakeholders to design and deploy strategic workflows across the investment management lifecycle
• Configure, test, and optimize the Ridgeline platform including data migration, reconciliation, market data, custom reports, and portfolio accounting
• Develop and apply deep product and industry expertise to ensure customers realize full value from Ridgeline's software
• Partner with Product and Engineering teams to identify bugs, suggest features, and translate enhancement requests into actionable product feedback
• Create scalable tools and templates for repeatable, cost-effective customer implementations