Senior Functional Consultant for Portfolio Management Solutions

3 days ago


Orangeburg South Carolina, United States Chabez Tech Full time
About the Role

Chabez Tech is seeking a highly skilled Geneva Portfolio Accounting Expert to join our team as a Senior Functional Consultant for Portfolio Management Solutions. As a key member of our team, you will be responsible for providing expertise in implementing and supporting our Exchange Portfolio Accounting and Management (Geneva) solution for our clients.

Key Responsibilities
  • Client Requirements Analysis: Gather and analyze client requirements related to portfolio accounting and management, ensuring a deep understanding of their needs and goals.
  • Geneva Solution Configuration: Configure and customize the Geneva solution based on client needs, ensuring seamless integration with their existing systems.
  • System Testing and Quality Assurance: Conduct thorough system testing to ensure all functionalities meet quality standards, identifying and resolving any issues that may arise.
  • Client Training and Support: Provide training and support to clients on Geneva functionality and best practices, ensuring they are equipped to maximize the benefits of the solution.
  • Collaboration and Communication: Collaborate closely with clients, internal stakeholders, and technical teams to ensure successful project delivery and client satisfaction.
Requirements
  • Education: Bachelor's degree in Finance, Business Administration, Computer Science, or a related field.
  • Experience: Proven experience (10+ years) as a functional consultant or business analyst in portfolio accounting or asset management.
  • Technical Skills: In-depth knowledge of portfolio accounting processes and practices, with experience with ePAM or similar portfolio accounting systems preferred.
  • Soft Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work effectively in a team and independently.


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