Current Openings

We are seeking a strong Financial Software and Accounting Data Analyst for a large data conversion and integration project. This is a contract opportunity for a long term project. Please email me directly for more information regarding joining our consulting team - recruiting@olmst.com

We are helping a large investment management firm with finding a strong Data Analyst or Architect with data analysis skills that is an expert in investment management data and processes.  Primary focus is on back office data, but working knowledge of front office data needed as well.  The ideal candidate would know data flows from front office to middle/back office at a detailed level.
 
Our client is building a data management environment that moves investment management data from source systems to a staging area (ODS) to a data warehouse. We need someone that can drive the conceptual and logical models for the warehouse, and really dig into the source systems to map the data from the source systems to the staging area and then to the warehouse. These systems include:  Trading , Securities accounting, General Ledger, Forecasting, Cash / Custody.

Location:  Boston

Skills and experience needed:
-10+ years data analysis experience in investments
-Front, middle and back office data flow expertise
-Conceptual and logical data modeling and mapping experience
 
The Eagle "interface" analyst has an understanding of the investment knowledge, and is able to determine concrete deliverables based on a review of business processes or requirements. This candidate should have strong Eagle expertise as the bulk of these requirements (or preliminarily defined interfaces to be vetted out via business process review) will be solutioned via the Eagle platform. The candidate should have a track record of providing solutions and have implementation experience. The candidate should be introduced to, and then understand the various work streams within SATP (specifically, business process analysis) and/or IDO, and be able to derive and then own specific tasks for delivery of Eagle solutions (some may be interfaces). Specific skills or experience should include the following:

  • demonstrated ability or experience for delivery
  • knowledge of investment/insurance products
  • specific knowledge about Eagle suite of products (STAR reference information, trading, corporate actions, reporting, panels), PACE reporting
  • specific knowledge on Eagle processes such as "Star to Pace", and "rollback/replay"
  • specific knowledge on Eagle importing options such as message center or plain uploaders
  • working understanding of file transfers, file layouts, and functional specifications related to interface development
  • understanding of the development life cycle in a functional way

We are seeking an experienced Investment Management Operations individual to support a large middle and back office initiative.  The position will support the accounting stream of the project and integration with data, reconciliation, corporate actions and reporting.  This is a contract opportunity for a long term project. Please email me directly for more information regarding joining our consulting team - recruiting@olmst.com.

Required Skills / Experience
  • 10+ years experience within investment operations
  • Experience writing business requirements, functional specifications, test cases and process flows
  • Experience with a wide variety of security types 
  • Effective communicator and facilitator with strong project leadership experience
Preferred Experience
  • Experience with Insurance Accounting and reporting requirements
  • Multi-currency / International accounting experience
Looking for an investment operations business analyst that can assist with operational and regulatory reporting needs, communicate with and understand potentially complex business requirements from business end users. The ideal candidate will have strong investment operations experience and direct experience working with Eagle, including a working knowledge of STAR standard reporting and/or PACE reporting.

Skills and experience needed:
  • 3-5 years experience as a Business Analyst
  • Experience with core Eagle STAR standard reporting and/or PACE reporting capabilities is preferred.
  • Experience gathering business requirements and document functional specifications.
  • Fundamental working knowledge of investment operations  processes
  • Ability to participate in communications regarding test planning process and participate in test case development to drive end user sign off.
  • Strong verbal and written skills, particularly in communicating with experienced investment operations and accounting business users
Our large asset management client is looking for a market data analyst to help with the integration of their Enterprise Data Management (EDM) solution. The ideal candidate will have excellent problem solving and project management skills, solid technical abilities, and several years of experience working with security reference, derived, fundamental, or analytic data. This individual must be adept in both a team and individual contributor role.

Location: Boston, MA

Job Responsibilities:
  • Provide business analysis for firm-wide data projects and enhancements to existing client applications
  • Define and execute Quality Assurance and User Acceptance tests.
  • Project management responsibilities include defining requirements, participating in solution creation, and integration into business processes
  • Diagnose data exceptions and recommend controls to ensure data accuracy
  • Research questions posed by client data users
Skills and Experience needed:
  • Experience with security data (reference, derived, fundamental, and analytic data) and workflows associated with maintaining the data
  • Strongly Preferred: Experience with solutions for managing reference data (e.g. Golden Source, MarkitEDM (fka:Cadis), Eagle Pace, Asset Control). Prior experience working on a reference data project implementation strongly preferred.
  • Ability to create complex queries in order to analyze data and troubleshoot issues including advanced SQL skills.
  • Proven relationships with leading data vendors (e.g. Bloomberg, Thomson Reuters, Markit, IDC)
  • Ability to create and execute test cases which exercise the full functionality and scope of the initiative
  • Demonstrated ability to combine patience, determination, and persistence to troubleshoot issues
  • Self-starting, self-motivated team player who can participate in driving this project forward.
We are assisting a large custodial client who is in the process of transforming its middle and back office.  There are multiple positions available to support this client through this process.  Candidates with strong fund accounting experience on the business or technology side are ideal candidates.  This is a 6-9 month contract engagement with significant opportunity for additional extensions.  

Location: MA

Skills and experience required:
  • Experience with fund accounting and or significant experience with application integration of systems throughout the middle and back office of traditional asset management firms
  • Prior custodial experience is preferred but not required
  • Experience documenting requirements and workflows 
Note - other positions for people with strong development or QA positions are also available
We are currently assisting several large financial services client to implement MarkitEDM and are looking for  people with skills in this area.  Opportunities exist for Project Managers, Business Analysts and Data Analysts for the project.

Location: Boston, MA

Skills and Experience needed:
  • 5-10 years of experience implementing enterprise data management initiatives preferably within Investment Management firms.
  • Prior experience with MarkitEDM executing data projects, preferably within an Enterprise Data Strategy Program.
  • Strong securities master experience preferred
  • Understanding of project management methodologies and best practices.
  • Ability to manage scope, drive issues to resolution, and to quickly and independently assess items that require escalation.
Our large financial services client is looking for help supporting its regulatory business.  Multiple roles are required to support this initiative.  The ideal candidate(s) will experience in any, or a combination, of the following: Operations, Front Office, Regulatory, Audit and/or Treasury work at Custody Banks or global Financial Institutions, and the ability to understand and work in this developing regulatory area. The role includes a broad range of activities  and  esponsibility for dedicated elements working with the banks legal, operations, finance and general management teams.   These positions will collaborate with business units to define, capture and document data requirements for global reporting.

Location: Boston, MA

Skills and Experience needed:
  • At least one year experience with bank or investment management regulatory / compliance
  • B.A. or equivalent degree
  • 5-10 years of relevant financial industry experience
  • Proficiency in Word, Excel and PowerPoint
  • Preferred ability to quickly understand Dodd-Frank US Resolution and FDIC IDI Plan requirements
  • Proficient in writing reports and accurately summarizing large volumes of information into coherent narrative
We are currently assisting a large financial services client with a significant retirement recordkeeping business transformation and systems migration.  The program is moving into test phase and we require Senior  Program Test Manager with significant retirement recordkeeping expertise to help coordinate the final stages of this multi-year program.. This is a high visibility role across all levels of the company and will require someone who is a strong leader with the ability to define and drive the testing program across both on-shore and off-shore resources. The Program Test Manager will demonstrates apply a Software Testing Lifecycle to the development, execution, and improvement of plans providing systems solutions; Provide expert testing advice and guidance to support and align efforts meeting customer and business needs and to drive organizational commitment for testing best practices and quality approaches.

The Program Test Manager will be a leader in project discussions, is an advocate for quality and process improvement, and will have the ability to negotiate solutions that do not compromise quality, but still meet project objectives, timelines and budgets. A high degree of organizational skills will be required to manage testing activities across multiple projects and communicate status to all levels of the organization.

Location: MA / CT

Skills and Experience needed:
  • Bachelor’s Degree with an IT or Technology Related Major or a combination of related experience and/or education
  • Three years or more experience leading Quality Assurance or Testing teams supporting multiple, parallel projects, programs or initiatives
  • Demonstrable knowledge and experience in IT testing methods, tools, metrics, and technology
  • Demonstrable knowledge and experience in the basic principles, processes, phases and roles of application development methodologies and software development life cycles
  • Strong leadership and management skills and experience with the ability to work to create structure and drive results in a highly matrix environment.
We are currently assisting a large financial services client with a significant retirement recordkeeping business transformation and systems migration. The program is moving into test phase and we require a Test Data Lead to help building out the testing data and strategy to support this expansive effort.

Location: MA / CT

Skills and Experience needed:
  • Bachelor’s Degree with an IT or Technology Related Major or a combination of related experience and/or education
  • Three years or more experience leading Quality Assurance or Testing teams supporting multiple, parallel projects, programs or initiatives
  • Demonstrable knowledge and experience in IT testing methods, tools, metrics, and technology
  • Demonstrable knowledge and experience in the basic principles, processes, phases and roles of application development methodologies and software development life cycles
  • Experience with Test Data Management and Test Data Automation and fulfillment in both Dev and QA environments
  • Experience in retirement recordkeeping or mutual fund shareholder accounting
  • Articulate, results oriented, knows how to work well in large, matrixed programs ,has retirement services/investment
  • The ideal candidate will have experience with Sapiens's ALIS system
Our large  broker dealer client is working to replace its proprietary trade regulatory reporting system and implementing a new 3rd party software solution.  The client requires a person who can help with both business analysis and project management. This role will oversee and to extent assist in requirement gathering, specification, testing, data extraction and project status tracking for multiple projects related to clients’ Regulatory Reporting activities in Capital Market group, specifically US Equities and Derivatives.  This is a 6-9 month engagement with a strong possibility for longer-term extensions.

Location: NYC / NJ Metro Area

Skills and Experience needed:
  • Direct experience  Equities trading from a broker dealer perspective
  • Familiarity with trade regulatory reporting (OATS, NMS)
  • IT background, knows SQL
  • BA experience
  • Strong Analytical communication, listening, and questioning skills.
  • Strong skills in writing business requirements and functional specifications
  • Proven experience in simultaneously working with multiple projects
  • Good understanding of data analysis and data mapping
We have multiple client needs and are looking to hire multiple Client Reporting Business Analyst to assist with the implementation of a new client reporting solution. 

Location: Multiple including Boston, NY and mid-west

Skills and Experience needed:
  • Experience with Vermilion Reporting Suite or Simcorp Coric (fka: Equipos) ideal but other comparable Client Reporting systems are acceptable 
  • Report design and report development (stored procedures, macros) focused on client reporting needs.
We are helping a large financial services firm implement a new performance measurement and attribution system. Our client requires additional expertise to supplement its existing team.  The ideal Project / Implementation manager will have strong project management expertise and proven success implementing performance measurement and or risk applications.

Location: NY, CA

Skills and Experience needed:
  • Experience with performance (or risk) leading end-to-end implementations of performance measurement and attribution systems such as (FactSet, StatPro, Vestek, Thomson Periscope, Eagle Perform, BI-SAM).
  • Experience consulting preferred
  • Project Management Professional certification preferred but not required
We are helping a large financial services firm implement a new performance measurement and attribution system.  Our client requires additional expertise to supplement its existing team. The business systems integration consultant will be responsible for supporting data analysis, mapping and integration between core accounting applications and the performance measurement and attribution solution.  The ideal candidate will have strong data analysis skills, strong SQL skills and proven experience integrating accounting data with performance or risk applications for institutional asset management firms.

Location: NY,CA

Skills and Experience needed:
  • Systems implementation and data mapping experience
  • SQL experience
  • Experience with performance (or risk) leading end-to-end implementations of performance measurement and attribution systems such as (FactSet, StatPro, Vestek, Thomson Periscope, Eagle Perform, BI-SAM) preferred
  • Experience consulting preferred

We are currently assisting the asset management division of a large mutual life insurance company to find a Reporting Manager that will be managing the business intelligence around their accounting business. The Reporting Manager will be responsible for the development and maintenance of reporting and other data provisioning involving investment accounting and related investment data.  This is a newly created position supporting an investment data management program as well as the ongoing requirements of client groups consuming this data. Experience with Cognos is highly preferred.

 Job Responsibilities and Requirements:

  • Manage a small team consisting of onshore and offshore resources.
  • Serve as primary point of contact for investment data provisioning and iterative reporting.  Be the “face” for data consumers.
  • Develop and enforce best practice standards to govern data delivery to a wide variety of data consumers.
  • Work with data consumers, architects and vendors to determine and execute optimal data distribution strategies including selecting from available report, query and data mart solutions and participating in selection of additional tools as needed.
  • Partner with Portfolio Reporting and Analysis Group to ensure appropriate level of support to data consumers.
We have multiple client needs and are looking to hire multiple Client Reporting Project Managers to assist with the implementation of a new client reporting solution. 

Location: Multiple including Boston, NY and mid-west

Skills and Experience needed:
  • Strong Project Management Expertise
  • Experience with Vermilion Reporting Suite or Simcorp Coric (fka: Equipos) ideal but other comparable Client Reporting systems are acceptable 
  • Report design and report development (stored procedures, macros) focused on client reporting needs.
We are assisting a large Financial Services client,  within their Retirement Services Division. They are looking for a strong technical Financial Systems Data Analyst to join a team to support data analysis and mapping from their warehouse to their general ledger.
 
Required Skills / Experience
  • 5+ years data analysis experience in investments or financials/accounting domains 
  • Ability to write detailed data interface specifications by analyzing business requirements, vendor specifications and available data models 
  • Strong technical skills to navigate a very complex database
  • Very strong communcation and facilitation skills for review sessions and table top walkthroughs 
 
Preferred Experience
  • Experience with Oracle, SAP or related accounting software / ERP systems
  • Prior experience working on large complex migrations
  • Experience supporting interface specifications handoffs for incoming and outgoing interfaces and  with data defect triage
  • Experience with Informatica, Teradata, ERWIN and LDM/PDM
Location: MA/CT Requires Travel

If you are interested in learning how you can become a member of the Olmstead Associates Expert Network, please send an email to recruiting@olmst.com