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Investment Strategy Advisor

2 months ago

Boston, Massachusetts, United States SpiceOrb Full time

SpiceOrb is seeking an Investment Strategy Advisor to join our team. If you believe you possess the necessary qualifications, we invite you to review the following job description.


Position:
Investment Strategy Advisor

Work Location:

  • Travel to client sites in Boston, MA, is required two to three times a month, with travel expenses covered by the client.

In the role of Investment Strategy Advisor, you will be instrumental in guiding clients through strategic initiatives aimed at enhancing their investment operations, improving portfolio performance, and achieving sustainable growth.

Your extensive knowledge of financial markets, investment methodologies, and industry developments will enable you to offer valuable insights and implement effective solutions.

Our firm specializes in creating sustainable investment strategies within the realm of real assets.


Project Overview:
The client utilizes a Salesforce platform that was established nearly a decade ago.

Current challenges include user adoption, difficulties in generating customized reports, increased manual processes due to usability concerns, data governance issues affecting data integrity, and the need for effective change management.


Project Goals:
Addressing the backlog and commitments for the current year.
Executing minor enhancements to Salesforce operations in line with existing service levels.

Evaluating the target state journey, conducting gap assessments, and revitalizing the current roadmap to align with the needs of current user personas, with potential extensions into the following year.

Developing a comprehensive business case for a broader CRM strategy to guide the future Salesforce roadmap.

Engage with clients to comprehend their investment objectives, challenges, and strategic priorities.

Deliver expert guidance on Investment Management functions and workflows.

Formulate and present strategic recommendations to senior leadership.


Strategic Development:
Assist clients in crafting and executing long-term investment strategies and business plans.
Facilitate strategic workshops and planning sessions with client stakeholders.
Support the creation of new investment products and services.

Performance Enhancement:
In-depth knowledge of global financial markets, including equities, fixed income, derivatives, and alternative investments.
Comprehension of market dynamics, trading lifecycle, and best practices in front, middle, and back-office processing.
Proficient in technology and data management practices, focusing on innovation in investment management, data governance, reporting, operational design, and CRM.