Product Manager - Accelsior Suite
- Helping clients streamline operations, automate tasks, and improve processes in their finance, regulatory reporting, fund accounting, portfolio monitoring and operations functions
- Advising clients on tailored solutions for their reporting and infrastructure needs, while managing expectations regarding final deliverables and timing
- Facilitating use of technology-based tools or methodologies to review, design and/or implement products and services
- Building reports and dashboards leveraging market leading business intelligence tools
- Defining data exchange requirements and coordinating loading data through ETL / API / SFTP
- Gathering and analyzing client requirements, and configuring products and implementation to meet those requirements
- Overseeing a team of business analysts and providing constructive on-the-job feedback
- Preparing and presenting written and verbal materials such as reports, findings, and training
- Assisting product leaders in developing product roadmaps
- Bachelor's (or higher) degree in Accounting, Finance, Management Information Systems, or related field
- A minimum of 5-8 years of experience as a consulting/ implementation/finance professional who comes with experience in automating calculations and building various models
- Strong interest in a career that combines technology, finance/accounting, and consulting
- Background in the financial services domain. Areas of interest include, but are not limited to:
- Investment Management Regulatory Reporting (Form PF, Form CPO-PQR, N-PORT, N-CEN etc.)
- Asset-backed Lending
- Fund Finance (Subscription, NAV, and Hybrid Facilities)
- Detail oriented, possess strong listening, verbal/written communication skills, and able to collaborate well with others
- Experience with financial concepts and formulas
- Strong comfort with Microsoft Excel
- Experience in client-facing roles and managing client relationships
- Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
- MBA in Finance and Business Analytics.
- Strong understanding of alternative investment industry
- Experience and strong comfort with database systems and financial/accounting systems
- Experience working with diverse projects and teams under tight timelines
- Experience with borrowing base calculations
- AI awareness and adoption for enhancing product and user experience
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