Investment operations, technology, and client experience intelligence for asset managers, owners, and servicers.
Front-Office Implementation Consultant
Location
United States
Posted
34 days ago
Salary
$130K - $160K / year
Seniority
Senior
Job Description
Front-Office Implementation Consultant
Cutter Associates
• 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
Job Requirements
- 4-6 years of relevant experience with a broad functional understanding of the entire front-office workflow (PM modeling, trading, compliance, post-trade)
- Implementation experience with a front-office platform (ideally CRD, Aladdin, Bloomberg AIM, etc.)
- A business-facing background would be ideal - you have worked directly with Portfolio Managers, Traders, Compliance Officers, not just IT.
- Self-starter with the ability to work independently and manage client relationships with minimal oversight
- Strong analytical and problem-solving skills, with the ability to design effective front-office workflows
- Excellent communication and facilitation skills across both technical and business audiences
- Deep understanding of investment management front-office operations, including trading, portfolio construction, and compliance
- Prior experience implementing front-office investment platforms (e.g., OMS/PMS systems) in a consulting or enterprise environment.
Benefits
- Competitive salary with annual performance bonus and profit-sharing opportunity
- 401(k) match (U.S.) or Superannuation contributions (Australia)
- A generous paid time off package that includes vacation days, sick leave, company holidays, and time off for volunteering
- Comprehensive medical, dental, and vision insurance (U.S.), or regionally competitive coverage (U.K. and Australia)
- Long-term disability and life insurance fully paid by the company (U.S.)
- Flexible work model - fully remote with optional access to co-working spaces or offices
- Global collaboration and travel opportunities across North America, EMEA, and APAC.
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