PMS, Implementation Manager

This role is a key member of our Client Onboarding team. You will be acting as a dedicated Implementation Manager to lead the implementation process for Enfusion clients including project planning, requirements gathering, workflow review, product setup, UAT and client go-live. You will act as the face of Enfusion to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for internal Enfusion teams. 

You'll need to build a strong product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, development requirement documents, summarize data and be the point person for client-facing communication. 

What You'll Do

• Manage new client implementations and serve as the first point of contact for new clients regarding platform customization, Q&A and workflow consulting
• Consult with client to match their current and desired business processes with Enfusion software and services solutions
• Engage senior client and internal stakeholders to review project progress and task-level status.
• Liaise with internal production team to support Data migration, Interfaces, Trading workflows, troubleshoot P&L and accounting issues
• Facilitate the setup of various components Enfusion software such as Funds, Brokers, Trade Commissions, Market Environment, GL accounts, etc. based on unique client requirements
• Facilitate the setup of custom Position, Trade and Accounting reporting requirements
• Identify opportunities for process improvement and documentation in the Implementation workflow and other internal processes

What You'll Need

• 2 - 5 years of experience in the hedge fund or asset management industry, including front, middle, and back office workflows
• Preferred 2 years of Fintech onboarding and / or software implementation experience
• Bachelors’ degree or higher in an applicable field of study
• A client-service mentality and collaborative work style
• Strong client-facing communication and analytical skills are paramount
• Solid project management / milestone / dependency tracking experience with an ability to identify and escalate project risks
• Ability to manage competing priorities and deliver with high quality
• Thorough knowledge of a wide range of both listed and OTC financial products
• Experience with commercial Order Management, Portfolio Management and Investment Record keeping software

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