Cutter Associates

• Lead solution architecture and design efforts across investment data transformation programs • Partner with business, operations, accounting, and technology stakeholders to define future-state operating and data models • Design scalable investment data architectures supporting front-, middle-, and back-office workflows • Guide integration strategy across investment platforms, accounting systems, custodians, security masters, performance systems, and downstream reporting environments • Define and document business requirements, functional specifications, data flows, mappings, and transformation logic • Advise clients on investment data governance, reference data strategy, reconciliation processes, and platform rationalization • Support enterprise migrations and platform implementations, including systems such as Eagle, SimCorp, Aladdin, CRD, and related investment ecosystems • Act as the strategic bridge between client business teams, architects, developers, vendors, and implementation partners • Facilitate workshops, discovery sessions, and solution design discussions with senior client stakeholders • Review implementation approaches and provide architectural guidance to development and engineering teams • Support proposal development, solutioning discussions, and consulting practice growth initiatives where applicable.

• Lead the configuration and implementation of front-office platform modules, including: Portfolio Management, Trade order management and settlement, Security Master maintenance, Compliance rule setup, Client account and relationship management • Serve as a key point of contact for client stakeholders, driving discussions to capture business requirements and translate them into functional system workflows • Conduct system demonstrations and walkthroughs tailored to portfolio managers, traders, compliance teams, and operational users • Support and guide clients through user acceptance testing (UAT), issue resolution, and readiness assessments • Deliver end-user training and contribute to the creation of process documentation and best practices • Collaborate cross-functionally with product, data, and integration teams to ensure successful platform deployment

• Design and develop Power BI dashboards and semantic data models for investment reporting and analytics • Translate complex data (holdings, transactions, performance, exposures) into clear, user-centric visualizations • Partner with business stakeholders (investment operations, portfolio management, data teams) to gather requirements and deliver insights • Build and optimize Power BI data models (DAX, Power Query, dataflows) • Work with engineering teams to leverage cloud data platforms (Snowflake, Azure, Databricks) as the source of truth • Ensure data accuracy, consistency, and performance across reporting layers • Apply row-level security and governance best practices

• Operate as a strong independent contributor on client projects, delivering high-quality work across defined tasks and deliverables. • Support workstreams within larger consulting engagements by conducting research, gathering requirements, and developing recommendations. • Create deliverables such as process maps, presentations, and documentation that drive client decision-making and project success. • Apply critical thinking and structured problem-solving to client challenges, ensuring solutions are practical and actionable. • Collaborate closely with team members and client stakeholders, contributing to a positive and professional client experience. • Contribute industry knowledge and insights that support the design of operating models and solutions for investment management clients. • Participate in internal initiatives such as knowledge sharing, recruitment, and firm-building activities.

• Operate as a strong independent contributor on client projects, delivering high-quality work across defined tasks and deliverables. • Support workstreams within larger consulting engagements by conducting research, gathering requirements, and developing recommendations. • Create deliverables such as process maps, presentations, and documentation that drive client decision-making and project success. • Apply critical thinking and structured problem-solving to client challenges, ensuring solutions are practical and actionable. • Collaborate closely with team members and client stakeholders, contributing to a positive and professional client experience. • Contribute industry knowledge and insights that support the design of operating models and solutions for investment management clients. • Participate in internal initiatives such as knowledge sharing, recruitment, and firm-building activities.

• Sell sponsorships and partnership offerings tied to Cutter conferences, research programs, and digital platforms to vendors • Manage relationships with technology vendors, service providers, and other third parties • Drive new vendor revenue through proactive outreach, packaging, and creative partnership structures • Own the full sales cycle: prospecting, pitching, negotiation, and contract close • Partner with internal stakeholders to define sponsorship packages and pricing • Help evolve Cutters vendor offerings to maximize relevance and ROI • Support vendor participation in events, research initiatives, and co-marketing opportunities • Maintain ongoing relationships with vendor partners to drive repeat sponsorships • Identify upsell and expansion opportunities across Cutter programs • Act as a commercial liaison between vendors and internal teams • Drive the vendor lunch and learn program to highlight vendors to Cutters research and consulting personnel.

• Independently lead large, complex consulting engagements for investment management clients, or manage multiple smaller engagements simultaneously. • Serve as a content expert within engagements, bringing deep industry knowledge to shape client strategies, challenge assumptions, and guide solution development. • Oversee all aspects of project execution, including scope, timeline, deliverables, and stakeholder communication. • Manage and mentor a team of consultants, fostering a culture of continuous learning and professional development. • Serve as the primary client contact, ensuring high-quality delivery and client satisfaction. • Identify and drive follow-on opportunities within existing engagements to support business development goals. • Contribute to the development of client proposals and pitch materials, collaborating closely with business development teams. • Support the broader consulting practice by contributing to internal initiatives, knowledge sharing, and community development. • Collaborate with clients and internal teams on the implementation of IT solutions aligned with industry best practices.

• Lead client engagements from opportunity shaping through delivery, ensuring alignment of Cutters capabilities with client business objectives • Drive proposal and statement of work creation, ensuring clear articulation of deliverables, scope, and business value • Translate complex technical concepts into actionable business strategies for clients • Partner with practice leads and delivery teams to ensure successful execution and high client satisfaction • Carry accountability for revenue, including oversight of delivered revenue and origination of new business opportunities • Cultivate and expand long-term client relationships, acting as a trusted advisor at both executive and operational levels • Represent Cutter in industry forums, thought leadership events, and client workshops • Contribute to firm-wide initiatives including mentoring, recruitment, and community engagement

• Independently manage a small project or lead a workstream within a larger engagement for investment management clients. • Oversee day-to-day execution, including planning, deliverable creation, timelines, and stakeholder updates. • Serve as a people manager, providing guidance and feedback to consultants while fostering a collaborative, growth-oriented culture. • Contribute industry knowledge and insights to shape client strategies, operating models, and solutions. • Partner with senior colleagues to identify opportunities for follow-on work and support business development activities. • Collaborate with clients and internal teams to support the implementation of operating model solutions aligned with industry best practices. • Support internal practice initiatives, including knowledge sharing, community participation, and recruitment.