Current Openings

Olmstead is a leading provider of advisory / consulting services for the global securities industry across the asset management, insurance, wealth management and custodial markets. 

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 seeking a strong Data Analyst with Investment Management and Operations experience. 

Required Skills / Experience
  • 5+ years data analysis experience in investments, financials domains required
  • Ability to write detailed data interface specifications by analyzing -business requirements, vendor specifications and available data models
  • Effective communicator and facilitator for review sessions and table top walkthroughs
Preferred Experience
  • Retirement Services, Asset Management or Insurance Experience
  • Prior experience working on large complex migrations
  • Experience supporting interface specifications handoffs for incoming and outgoing interfaces and defect triage
  • Experience with Informatica, Teradata, ERWIN and LDM/PDM
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
Olmstead is a leading provider of advisory / consulting services for the global securities industry across the asset management, insurance, wealth management and custodial markets.

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 seeking a strong Data Analyst with Mutual Fund Accounting and Operations experience.

Required Skills / Experience
  • 5+ years data analysis experience in investments, financials domains required
  • Strong understanding of financials processing and reporting
  • Ability to write detailed data interface specifications by analyzing -business requirements, vendor specifications and available data models
  • Experience with Oracle, SAP or related ERP tools
  • Effective communicator and facilitator for review sessions and table top walkthroughs
Preferred Experience
  • Retirement Services, Asset Management or Insurance Experience
  • 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
Looking for a regulatory reporting business analyst that can communicate with and understand potentially complex business requirements from business end users. The ideal candidate will have experience working with Eagle, including a working knowledge of STAR standard reporting and/or PACE reporting architecture as well as experience with insurance regulatory reporting 

Skills and experience needed:
  • Demonstrated ability or experience for delivery.
  • Experience with core Eagle STAR standard reporting and/or PACE reporting capabilities if preferred.
  • Experience gathering business requirements and document functional specifications.
  • Fundamental working knowledge of operations and investment accounting processes
  • Experience with insurance regulatory reporting requirements
  • 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 Financial Service Client to retool its middle office capability. We require the services of a Reporting Business Analyst that can help build internal operational control reports using Eagle's internal reporting capabilities. The ideal candidate will have experience with Eagle Pace reporting as well as the operational, audit and regulatory reporting requirements of financial services firms.

Location: MA

Skills and experience required:
  • Experience with core Eagle STAR / PACE standard reporting Experience gathering business requirements and document functional specifications.
  • Fundamental working knowledge of operations and investment accounting processes
  • Experience with insurance regulatory reporting and statutory reporting requirements preferred,
  • 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
  • Self-starting, self-motivated team player who can participate in driving this project forward.
We are currently assisting a large financial services client to implement an Enterprise Data Management program and are looking for  an EDM Project Manager. The EDM program is currently in the process of defining several keys projects. One of the foundational focuses of the program is the on-boarding all the key data domains. A roadmap of projects and small initiatives will be identified and prioritized to improve overall data quality in the organization.  There is a need for Project Managers and potentially Business Analysts and Data Analysts for the project.

Location: Boston, MA

Skills and Experience needed:
  • 7-10 years of project management experience preferably within Investment Management firm.
  • 3-5 years of experience executing data projects, preferably within an Enterprise Data Strategy Program.
    • Data Domain / Master Data On-boarding
    • Data Governance and Data Quality initiatives
    • Data Integration re-engineering initiatives
    • Data Warehouse implementations and/or enhancements
  • 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 a still-developing regulatory area. The role includes a broad range of activities in the field of Recovery and Resolution Planning (RRP) and the responsibility for dedicated elements working with the banks legal, operations, finance and general management teams on the production of the RRP annual and out of cycle updates, preparing regulatory communications and presentations, and managing RRP dependencies locally and globally. This individual will collaborate with business units to define, capture and document data requirements for global reporting; Assist in creating and presenting internal presentations to senior management and in crafting the overall business and reporting strategy around the issues RRP presents.

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
  • 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
We are currently assisting a large financial services client with a significant retirement recordkeeping business transformation and systems migration. he program is moving into test phase and we require a senior resource to manage the test environments, software merge paths and release management.

Location: MA / CT

Skills and Experience needed:
  • Bachelor’s Degree with an IT or Technology Related Major
  • 5-10 years experience managing development / QA software test environments
  • Test Automation experience
  • Experience with Source control management
  • Experience managing  software release processes
  • The ideal candidate will have experience with retirement recordkeeping or mutual funds
Our large  financial services client is working to upgrade its equity derivatives reporting capability and 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.

Location: NYC / NJ Metro Area

Skills and Experience needed:
  • Direct experience in Front to Back Equities & Derivatives trading, order processing and reporting.
  • Familiarity trade regulatory reporting
  • IT background, knows SQL
  • BA experience
  • Project management experience – this role requires very strong organizational and communication skills, facing off with other IT teams and a wide user base.
  • 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.
The Audit Reporting Analyst will use their operational background in fund accounting and/or fund administration to assist the Trust Administration team with the execution of controls and processes designed to oversee vendors, comply with filing requirements, and execute client transactions.

Location: Boston, MA

Job Responsibilities:
  • Prepare/review reconciliations (e.g. cash, position, NAV performance)
  • Prepare wire instructions for signature and execution
  • Prepare foreign account opening paperwork
  • Prepare/review regulatory filings (e.g. Form PF, Form 5500)
  • Contribute to audit process as needed (e.g. broker confirmation preparation and follow-up; prepare/review reconciliations)
  • Prepare responses to client requests for execution
  • Assist with expense process, including budgeting
Skills and Experience needed:
  • Financial Reporting, Financial Statement Preparation, and/or Auditing
  • Complex Funds (difficult mutual funds, master feeders, etc.)
  • Strong attention to detail and ability to work independently
  • Strong problem solving and analytical ability
  • Strong organizational skills with the ability to prioritize, work on multiple tasks while under pressure and tight deadlines
  • Strong verbal and written communications skills
  • Excellent time management skills
  • Proficient in Microsoft core programs (Excel, Word, Outlook)
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

Our Client located in the Pacific Northwest is looking for a senior Project Manager to lead their Risk Group through a significant project;  a Corporate Investment Risk Framework  initiative.

Currently, the SVP of Risk is defining the corporate investment risk framework and at the same time looking to building out the capacity of the team to develop and implement a framework over the coming years.  Technology will be a small piece of this, while it is mainly focused on data and Investment Risk in general.

Location: Pacific Northwest

Skills and experience needed:

-Strong Investment Risk background

-Project Management experience (not with technology expertise per se) but rather one that understands the investment risk and can pull everything together, keep the team focussed.

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.
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