The Role
The implementation consultant will be responsible for leading the end-to-end implementation of HUB for new and existing clients. This includes gathering requirements, understanding data, solution design, configuration, data migration, integration, training, and go-live support.
You will work closely with clients to ensure a seamless onboarding experience while collaborating with internal teams across product, engineering, and customer success, with the main goal for delivering value to the customer and supporting their HUB rollout.
Accountabilities
- Engage with client stakeholders (operations, IT, finance) to understand workflows and business objectives.
- Document functional and technical requirements aligned with best practices.
- Design solutions leveraging HUB capabilities for NAV oversight, performance management, reporting and post trade.
- Configure the SaaS platform, ensuring alignment with client requirements.
- Coordinate internal and client resources to meet implementation goals.
- Manage data mapping, cleansing, and migration activities.
- Work with APIs and integration frameworks to connect the platform to market data providers, OMS/EMS, custodians, and other third-party servicer & systems.
- Conduct end-user training sessions and produce user documentation.
- Ensure smooth knowledge transfer to client teams.
- Support user testing and go live process.
- Provide hypercare and post-go-live support to ensure adoption.
- Maintain strong client relationships, escalate issues and manage expectations effectively.
Deliverables
- Successful delivery of end-to-end customer go lives
- Translated stakeholder requirements, including Customer, Design, technology to feed product evolution
- Contribute to, and drive customer user engagement in delivery process
- Consistently meet or exceed expectations when evaluated against HUBs core values and technical standards
- Own your personal continued development
Must have
- Minimum 5+ years business analysis, implementation consulting or relevant experience.
- Solid understanding of SQL, APIs, and integration frameworks
- Strong understanding of trade lifecycle in alternative asset management, with knowledge of key financial products and experience engaging Sr. stakeholders to drive alignment and delivery.
- Self-starter with end-to-end ownership of UAT, executing thorough workflow validation, real-world scenario testing, and edge case coverage to ensure near-zero go-live defects.
- Manages multiple projects under tight timelines, using strong prioritization and planning to deliver in fast-paced environments without compromising quality and accuracy.
- Proactive, dynamic self-starter who is hands-on and can work across numerous teams in the business
- Agile experience – working within client implementations
Good to have.
- Understanding of integration and functional architecture
- Knowledge of the Azure cloud stack
