Leading financial technology provider that empowers a diverse spectrum of private equity and venture capital firms to more effectively control their data and drive internal analytics and insights seeks your combination of private equity operations and technology experience for the position of Implementations Consultant, based in NYC or Boston.  Whether it is for portfolio analytics, valuations, investor reporting, or on-demand insight into operating metrics of a specific asset, this team is at the forefront of the FinTech space.

 What’s in it for you:

The Private Markets Implementation team is looking for individuals who are passionate about delivering best in class software solutions to the world’s most demanding, high-profile Private Equity clients. You will work in a start-up like an environment that in all is incredibly dynamic, fast-paced, and will allow you to gain an unmatched exposure and skill set. Our cloud-based portfolio monitoring solution helps automate data collection, create a single source of truth, and helps our private equity clients enable portfolio analytics and reporting capabilities. You will be responsible for end to end implementation of our industry-leading portfolio management solution, working closely with CFOs, COOs, Finance and Deal Team members of our Private Equity clients.

 What you’ll work on:

• Executing business analysis to identify specific requirements and use cases with Private Equity enterprise software clients
• Collaborating with multiple internal teams like Client Development, Product, Account Management and Operations to deliver targeted solutions to meet client’s portfolio monitoring, reporting, and valuation requirements
• Independently managing multiple implementation projects using best practices regarding system setup and utilization
• Balancing multiple client engagements simultaneously and efficiently maintaining accountability to all stakeholders
• Regularly working with internal Sales, Solutions, Client Support, Product and Training teams regarding forward-looking initiatives
• Communicating weekly updates internally to the Implementations Management team and externally to the constituent clients

What we look for:

Degree in Finance is required

• 1-3 years of experience in private equity-focused software or services vendor, providing tech or management consulting services to the private equity sector.
• Experience in Private Credit space is a plus
• Proficiency in Excel
• Thorough understanding of financial reporting and operating statement analysis
• Collaborative attitude, excelling in working cross-functionally with diverse personalities
• Intellectual curiosity and inquisitiveness
• Excellent communication skills and comfort in driving discussions and presentations with senior leadership on a regular basis