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Confluence Technologies, Inc. is hiring a Remote Client Success Manager

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Confluence Technologies, Inc. is hiring a Remote Software Project Manager

About Confluence

As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. From innovative portfolio analytics to regulatory and financial reporting solutions, Confluence invests in the latest technology and data and in its team of industry experts to meet the evolving needs of asset managers and service providers. Headquartered in Pittsburgh, PA, Confluence services over 400 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia.

About the role

The Software Project Manager’s main goal is to deliver business value for a variety of software development projects. You will be charged with planning and scheduling duties including developing project plans and budgets, monitoring, and reporting project status, and identifying and mitigating risk. You will also be expected to consult with project teams to estimate work and to facilitate communication within teams. The Software Project Manager is ultimately accountable for ensuring that the solution is delivered or implemented successfully and that stakeholder expectations are understood, managed, and met throughout a given project.

Responsibilities

  • Coordinate and monitor software projects from initiation through delivery.
  • Manage the software development life cycle including research, architecture, development, customization, testing, and release.
  • Serve as liaisons between technical and non-technical departments to ensure that all targets and requirements are met.
  • Ensure technical projects are completed on schedule and within budget.
  • Assist with project validation activities
  • Assist with project inception schedule creation and help facilitate its execution
  • Lead scrum ceremonies along with backlog management and organization
  • Remove roadblocks and barriers to task completion for the team.
  • Track progress and report project status.
  • Manage project issues logs.
  • Create project inception schedule and facilitate its execution
  • Develop and maintain project reports.
  • Track progress and report project status.
  • Manage/negotiate resource allocation
  • Serve as liaison between technical and non-technical departments.
  • Communicate with management, developers, analysts, product managers and technical support specialists on product issues.
  • Release management and release communication (incl. schedule, scope coordination, retro, defect remediation)
  • Enforce agile and scrum best practices
  • Facilitate communication and negotiation within the team.
  • Drive the risk management process
  • Training/coaching teams on agile and scrum best practices

 

Requirements

  • Bachelor's degree in Information Technology, MIS, Computer Science or related field
  • 3 years of experience leading software project teams
  • Understanding of the Software Development Lifecycle and Project Management Lifecycle 
  • Excellent communication and collaboration skills
  • Excellent analytical and problem solving skills
  • PMI-PMP, PMI-CAPM, PMI-ACP or scrum master certifications is highly desired.

 

Confluence is committed to providing equal opportunities regardless of age, gender, religion or ethnic origin and we give full and fair consideration to the employment and career development of disabled persons, commensurate with their aptitudes and abilities.

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Confluence Technologies, Inc. is hiring a Remote Client Consultant

 

As the Client Consultant, you will fill a key role on the Investment Metrics Client Success Team. You will serve as the primary liaison for our clients and be crucial to the successful management of client relationships.   

  

RESPONSIBILITIES:

  • Answer inbound telephone and email support queries on a wide range of topics: e.g. factor analysis, risk modelling, performance attribution, reporting capabilities.
  • Overall accountability for your client’s success, which includes increasing engagement, product demonstrations, retention, and overall satisfaction.
  • Establish a trusted strategic advisor relationship with each client and drive continued value of our products and services.
  • Successfully navigate both client-facing and internal demands to facilitate the resolution of obstacles that could jeopardize client relationships.
  • Coordinate and deliver routine and recurring communication to client management and performance measurement teams.
  • Manage client expectations effectively and ensure key enhancements to all products and services are effectively communicated.
  • Present and train clients on new functionality as well as conduct periodic strategic relationship reviews.
  • Identify opportunities for account growth and collaborate with the Account Manager to increase product adoption.
  • Exhibit strong project management skills to help drive new client implementations and other projects.
  • To on-board new customers and ensure that they are competent using the features of our products/services.
  • Work collaboratively with the Investment Metrics technology team in the ongoing development and maintenance of our products and services. Represent the voice of the client, capture, and communicate all requirements to the business.
  • Other miscellaneous duties as assigned.

 

DESIRED EXPERIENCE AND QUALIFICATIONS:

  • Bachelor’s degree required, or equivalent experience.
  • Minimum of 3 years’ experience in a client support position, financial services experience preferred.
  • Prior experience with Freshdesk, Salesforce, or equivalent software platform.
  • An understanding of basic investment concepts as well as knowledge of the institutional investment industry and its constituents is preferred.
  • Client orientation experience, specifically: establishing, promoting, and nurturing good client relations (both internal and external); obtaining firsthand client information and using it to meet their needs; finding the right balance between client needs and company needs; cross-selling new products.
  • Planning and organization skills, specifically: marshaling resources; documenting and simplifying complex tasks; and managing multiple detailed client requests at one time.
  • Communication skills, specifically: delivering client training; organized, concise, and clear speaking and writing styles; awareness of how to leverage the communication method and tone appropriate to the context to achieve corporate goals & objectives.
  • Problem solving skills, specifically: the ability to select, organize and analyze pertinent information in formulating options and recommending solutions.

 

About Investment Metrics

 We are the leading provider of investment performance analytics and reporting solutions for institutional investors, investment consultants, asset managers, and private wealth advisors. We help our global clients analyze, measure and report on over $10 trillion assets under advisement in a highly insightful, accurate and efficient manner.

Our global database of traditional and alternative strategies is heavily relied upon by the leading investment consultants and asset owners for manager vetting and screening. It provides asset managers the exposure they deserve while allowing them to tell their best story to attract new asset allocations.

Our global clients include Aon Hewitt, JP Morgan, Mercer, Pension Consulting Alliance, RVK, Segal Marco Advisors, Wells Fargo to name a few.

Visit our website for more information www.invmetrics.com.

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Confluence Technologies, Inc. is hiring a Remote Junior Software Developer

Job Summary

As a member of the Confluence Software Development team,you will participate in the design, development, and implementation of an existing regulatory reporting system. If you are comfortable with micro- services, experienced in T-SQL – this is a unique opportunity to work on an existing web-based application using the latest technologies.

Responsibilities

  • Participate in design and development of complex software projects, writing technical specification
  • Work with product managers and QA engineers from development to production
  • Contribute to software architecture design, development of software applications, and integration into enterprise systems

Requirements

  • 2+ years of working experience
  • Experience in .NET Framework, .NET Core, package management, and dependency injection
  • Working knowledge of React, Redux, or React Natives
  • Database experience (SQL Server) and good knowledge in query optimization
  • Experience with distributed architectures and REST APIs
  • Experience with gRPC APIs is a big plus
  • Experience with continuous integration and continuous delivery
  • Proficiency at implementing responsive designs using HTML and modern CSS
  • Experience supporting and scaling consumer-facing web applications
  • Agile/SCRUM Software Development Process experience

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Confluence Technologies, Inc. is hiring a Remote Operations Analyst

CSS (recently acquired by Confluence Technologies) is a trusted global RegTech partner that uniquely brings together innovative technology- driven solutions to support financial services firms in navigating a clear and strategic path through the complex and fragmented global regulatory space. Our solutions and services help firms meet regulatory deadlines while optimizing compliance data, operations, and technology. CSS covers a full range of global compliance disciplines spanning fund reporting, transaction reporting, investment monitoring, compliance management, compliance services and managed services with a complementary, centralized approach to the strategic management of regulatory data called RBOR (Regulatory Book of Record).

About the role

As Operations Analyst, you will work closely with our clients on the preparation of regulatory filings, including AIFMD Annex IV, Form PF, CPO-PQR, ADV and other. This requires a thorough understanding of accounting principles, knowledge of financial instruments, and exceptional data handling skills.

There will be more opportunities for growth either as an analyst (expert) or into a supervisory role.

About the team:

Within the CSS, Managed Services Reg team is responsible for the full cycle of preparation of regulatory reporting for asset managers utilizing our in-house built solutions. The team works closely with other departments to deliver exceptional service to clients, while gathering understanding of clients’ needs and communicating it back to the software development team to help guide the strategic development of the software offering.

 

Responsibilities

  • Responsible for ETL/data processing
  • Monitoring data traffic & schedules
  • Capturing changes & escalating as required
  • Improving existing processes
  • Ad-hoc data tools & customization
  • Identifying inconsistencies & variances
  • Timeline management & reporting
  • Filing creation & data loading into CSS regulatory platform
  • Execution of calculaitons
  • Filing validations & sanity checks
  • Creating documentation, updating runbooks, and sharing the knowledge

 

Soft skills

  • Attention to the detail
  • Critical thinking
  • Problem solving
  • Communication
  • Collaboration
  • Adaptability
  • Time Management

 

Qualifications

  • Education - Finance/Economics/FinTech/Business Studies
  • Studying CFA/FRM/CAIA is a plus
  • Experience in fund accounting, reporting, compliance, or mid- or back- office role in financial services industry
  • Experience of handling large datasets
  • Exceptional & proven experience of data handling & manipulation techniques
  • Knowledge and/or studying SQL/VBA/Python is a plus
  • Excellent analytical skills
  • Knowledge of financial products & instruments
  • Excellent understanding of Excel
  • Exceptional attention to detail
  • Self-starter personality with high degree of initiative
  • Excellent communication skills
  • Strong time management & planning skills
  • Curiosity for Data/FinTech/Regulations

 

 

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Confluence Technologies, Inc. is hiring a Remote Regulatory Data Analyst

CSS (recently acquired by Confluence Technologies) is a trusted global RegTech partner that uniquely brings together innovative technology- driven solutions to support financial services firms in navigating a clear and strategic path through the complex and fragmented global regulatory space. Our solutions and services help firms meet regulatory deadlines while optimizing compliance data, operations, and technology. CSS covers a full range of global compliance disciplines spanning fund reporting, transaction reporting, investment monitoring, compliance management, compliance services and managed services with a complementary, centralized approach to the strategic management of regulatory data called RBOR (Regulatory Book of Record).

About the role

As Regulatory Data Analyst, you will work closely with our clients on the preparation of regulatory filings, including AIFMD Annex IV, Form PF, CPO-PQR, ADV and other. This requires a thorough understanding of accounting principles, knowledge of financial instruments, and exceptional data handling skills.

There will be more opportunities for growth either as an analyst (expert) or into a supervisory role.

About the team:

Within the CSS, Managed Services Reg team is responsible for the full cycle of preparation of regulatory reporting for asset managers utilizing our in-house built solutions. The team works closely with other departments to deliver exceptional service to clients, while gathering understanding of clients’ needs and communicating it back to the software development team to help guide the strategic development of the software offering.

 

Responsibilities

  • Responsible for ETL/data processing
  • Monitoring data traffic & schedules
  • Capturing changes & escalating as required
  • Improving existing processes
  • Ad-hoc data tools & customization
  • Identifying inconsistencies & variances
  • Timeline management & reporting
  • Filing creation & data loading into CSS regulatory platform
  • Execution of calculaitons
  • Filing validations & sanity checks
  • Creating documentation, updating runbooks, and sharing the knowledge

 

Soft skills

  • Attention to the detail
  • Critical thinking
  • Problem solving
  • Communication
  • Collaboration
  • Adaptability
  • Time Management

 

Qualifications

  • Education - Finance/Economics/FinTech/Business Studies
  • Studying CFA/FRM/CAIA is a plus
  • Experience in fund accounting, reporting, compliance, or mid- or back- office role in financial services industry
  • Experience of handling large datasets
  • Exceptional & proven experience of data handling & manipulation techniques
  • Knowledge and/or studying SQL/VBA/Python is a plus
  • Excellent analytical skills
  • Knowledge of financial products & instruments
  • Excellent understanding of Excel
  • Exceptional attention to detail
  • Self-starter personality with high degree of initiative
  • Excellent communication skills
  • Strong time management & planning skills
  • Curiosity for Data/FinTech/Regulations

 

 

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Confluence Technologies, Inc. is hiring a Remote Business Development Representative

COMPANY

Confluence is a global leader in data-driven investment management solutions partnering with our clients to deliver products and services designed to optimize efficiency and control. Confluence provides actional data, insight, and workflow solutions to global asset managers/owners, service providers and allocators. Through its combination of proprietary and 3rd party integrated datasets, global research and analytics, we deliver solutions that drive complex decision across a wide range of financial products.  Confluence includes the industry-leading data platforms of Confluence, CSS, Investment Metrics, Style Analytics, AMFINE and StatPro.

 

JOB SUMMARY

The Confluence Sales team is seeking an Inside Sales professional with 3+ years of experience with identifying new business prospects across a suite of products in the financial services industries. If you are interested in a fast-paced environment and looking to expand your career, this role could be for you.  Ideal candidates will be results driven and highly motivated to generate new opportunities within the region and grow existing relationships. Use your creativity to correspond with, schedule meetings, and build relationships with C Level executives. Use your teamwork skills to strategize with the Enterprise Sales Directors in determining a territory plan. Identify accounts for prospecting with your earnings potential based on the activity you can drive. Build proficiency in the financial services industry.

 

Are you ready to use your high energy and positive attitude to learn more about Confluence?   Are you naturally curious and want to learn about the solutions that Confluence produces to assist some of the largest global financial firms in the world with data analytics, research and insights? If so, come work for a leader and advance your career.

 

RESPONSIBILITIES

  • Learn and master Confluence products and advanced selling and marketing technologies to demo services effectively and persuasively
  • Target, research and assist the sales team to create new leads across all verticals.
  • Prospect within a geographic territory to identify and generate new leads for Enterprise Sales Directors.  Demonstrate outmost efficiency in shortening the sales cycle duration.
  • Manage a daily queue of inbound leads from marketing campaigns and website traffic with a goal of qualifying leads and establishing calls and meetings for Enterprise Sales Directors
  • Be responsible for assisting the sales team developing and growing a geographical sales territory
  • Communicate when appropriate any client/prospect outreach with the sales team & competitive intelligence on new product opportunities to marketing and product management
  • Attend relevant industry events and educate oneself on the industry
  • Demo and pitch products to clients and prospects to help achieve team and company targets.

 

QUALIFICATIONS

  • Experience selling within the Financial Services industry a definite plus but not necessary
  • Must have strong desire to learn our financial research business and to grow into a professional senior sales executive
  • Must be able to utilize lead generating software and learn new technologies quickly. Experience using Salesforce.
  • Bachelor's degree or equivalent experience.
  • 3+ years’ work experience and/or internship maybe considered for right individual
  • Must be highly organized, goal oriented and able to think independently
  • Excellent presentation and inter-personal relationship skills
  • Innovative, customer orientated thinker able to identify and exploit market niche opportunities
  • Absolute personal and business integrity - Excellent soft and interpersonal skills.

 

 

 

 

WHY WOULD YOU BE INTERESTED IN JOINING?

  • Joining a fast-growing company in an expanding market which will provide promising future career opportunities in selling a suite of SaaS based solutions across the financial services landscape.
  • Learn innovative new sales techniques and technologies to drive new business.
  • Be part of a collaborative team selling environment where your earning potential is only limited by your drive and energy.

 

ADDITIONAL SKILLS, KNOWLEDGE & ABILITIES PREFERRED

  • Experience with Salesforce.com, Slack, Zoom
  • Understanding LinkedIn.com and how to leverage it to build networks and pipelines.
  • Familiarity with core Microsoft Office software, including Teams, PowerPoint, Excel, Word, and Outlook

 

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Confluence Technologies, Inc. is hiring a Remote DevOps Engineer

Job Title

DevOps Engineer

Job Description

About Us:

Investment Metrics, the leading provider of investment performance analytics and reporting solutions for the institutional investment community, is looking for a DevOps Engineer to join their expanding team.

Position Overview:

We're looking for a professional to help us build and maintain an automation framework for growing Windows / VMWare / AWS / SQL Server Enterprise data environment. You are analytical, creative and intelligent professional experienced with SQL knowledge and automation using tools such as (but not limited to) Terraform, PowerShell, WSH/VBS, Python, etc.  We are a small team, and have a fast-paced and energetic environment. You will have to be able to quickly integrate into that team, bring fresh ideas to the table, and do what it takes to get the job done.

Responsibilities:

As a DevOps Engineer, you will be responsible for the design, development, testing, CI/CD automation, and deployment of products. You will be responsible for service delivery, reliability, scalability, monitoring, and helping define all of this as immutable infrastructure-as-code.

The core foundation of this role is helping to design, build and support automated processes in MS Windows/ VMWare environments, deploy applications to those environments and wire them up. This will include integrating the TFS, SQL databases, VMWare, and application configuration. The framework will also be able to make updates to the environment once it is up and running.

As a DevOps Engineer, you'll need to:

  • Deploy and maintain critical applications in AWS and On-Premise.
  • Implement automation, effective monitoring, and infrastructure-as-code.
  • Deploy and maintain CI/CD pipelines across multiple environments.
  • Support and work alongside a cross-functional engineering team on the latest technologies.
  • Iterate on best practices to increase the quality & velocity of deployments.
  • Sustain and improve the process of knowledge sharing throughout the engineering team.
  • Document the design, operation and troubleshooting of technology platforms and procedures.

Desired Experience and Qualifications:

  • 3-5 years hands-on development and operational experience.
  • Excellent logical, analytical and communication skills are required, as well as the ability to collaborate and thrive within agile teams.
  • A high degree of inquisitiveness and an eagerness to learn at both detailed and abstract levels.
  • Strong experience with: 
    • Microsoft Windows servers
    • Scripting with languages such as PowerShell, WSH/VBS, Windows Batch
    • Experience with infrastructure-as-code (e.g. Terraform, Cloudformation)
    • Experience with TFS, GIT, Jenkins, and vNext build
    • Experience with .NET, Python or Java
    • Experience with Windows Server Active Directory
    • Expertise with AWS (e.g. IAM, EC2, VPC, Autoscaling, Lambda)
    • Expertise with Kubernetes / Docker
  • Experience with the following is a plus:
    • Knowledge of automating SQL Server processes via sqlcmd, SSIS or other tools
    • Experience with SQL Server. Versions 2016 or 2017
    • Experience with VMWare
    • Experience with Citrix
    • Experience with storage and networking technologies
    • Experience with SumoLogic or ELK
  • Bachelor’s degree or higher is required, preferably in Computer Science, engineering, other technical field or a hard science.

About Investment Metrics:

We are the leading provider of investment performance analytics and reporting solutions for institutional investors, investment consultants, asset managers, and private wealth advisors. We help our global clients analyze, measure and report on over $10 trillion assets under advisement in a highly insightful, accurate and efficient manner.

Our global database of traditional and alternative strategies is heavily relied upon by the leading investment consultants and asset owners for manager vetting and screening. It provides asset managers the exposure they deserve while allowing them to tell their best story to attract new asset allocations.

Our global clients include Aon Hewitt, JP Morgan, Mercer, Pension Consulting Alliance, RVK, Segal Marco Advisors, Wells Fargo to name a few.

Visit our website for more information www.invmetrics.com.

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Confluence Technologies, Inc. is hiring a Remote Senior Business Analyst

CSS (recently acquired by Confluence Technologies) is a trusted global RegTech partner that uniquely brings together innovative technology- driven solutions to support financial services firms in navigating a clear and strategic path through the complex and fragmented global regulatory space. Our solutions and services help firms meet regulatory deadlines while optimizing compliance data, operations, and technology. CSS covers a full range of global compliance disciplines spanning fund reporting, transaction reporting, investment monitoring, compliance management, compliance services and managed services with a complementary, centralized approach to the strategic management of regulatory data called RBOR (Regulatory Book of Record).

For more information on CSS and Confluence, please visit the following websites:

www.cssregtech.com

www.confluence.com

CSS/Confluence is now looking for a highly motivated and enthusiastic Senior Business Analyst to implement the strategic CSS suite of products into our client base and for all aspects of the project lifecycle.

Position Scope:

The Business Analyst is a key role within the CSS client engagement process. The core activity of the Business Analyst will centre on working with our clients; defining client requirements for features or additions to the CSS product suite, working closely with the CSS Development team to ensure there is a complete understanding of the business requirements and appropriate mapping of business requirements to a technical design as well as mapping of requirements to test cases. The role will play a central part in ensuring that requirements are specified, developed, and tested correctly.

The ideal candidate will be working in the fund administration or asset management industry today in a back, middle, or front-office role, or in a service provider company supplying technology and/or services to that that industry. In addition, the ideal candidate will be very comfortable working with fund related data that would be found in an institutional client report or on a retail factsheet. CSS are specifically looking for candidates with experience of regulatory reporting, specifically GTR regulations. A strong understanding of the data points commonly connected to securities data and portfolio positions is essential, including exposure to a broad range of derivative types.

Duties and Responsibilities:

· Documenting client driven business requirements for new features and enhancements to existing product  functionality. The business requirements must be complete, of excellent quality and represent industry best practice in their implementation.

· Review and signoff of functional specifications to ensure technical solution meets business requirements.

· Employing consistent business analysis methodologies to identify data sources incorporating frequencies, formats, and data fields.

· Strong input to creation of a data dictionary and data model in collaboration with the client and internal development teams.

Identification of appropriate business rules to validate the data and documentation of same

· Communication and discussion with key stakeholders to ensure the business need is understood across the project team.

· Input to and review of test cases to ensure all requirements of the feature will be correctly tested.

· Support where required the implementation and deployment of features with new clients.

· Input to the associated product roadmap.

· Assists with the maintenance of the Information security risk assessment program (incl. Business Impact Analyses, Information Risk Processes, Due Diligence and Compliance) throughout the entire organization.

· Support and work closely with the Project Manager on-boarding / change process to support the timelines from initiation to project close

 

Key Attributes and Qualifications:

· At least 5+ years of Business/Technical Analysis or related experience, preferably within a commercial software company or at least 5+ years of experience working in back-office/ operational area(s) of an Asset Manager (or TPA)

· Client facing experience.

· Experience of security master or data warehouse projects, and/or experience of regulatory reporting projects.

· Financial Regulation expertise/knowledge required, specifically GTR regulations {MIFID II /SFTR}

· Familiar with AGILE form of project execution and product engagement

· Good understanding of security and portfolio position data – ideally with a broad exposure to derivatives.

· Candidates with knowledge of the funds industry and the related data will be preferred.

· Experience working with technical and business teams to translate internal and external business needs to drive functional and technical requirements.

· Strong analytical and requirements documentation skills.

· Demonstrated excellence in written and oral communications, including strong presentation skills.

· Experience with data modelling and data mapping

· Proactive and eager to learn and contribute to new and emerging technologies, processes, and products.

· Educated to degree level in economics, information technology or computer science or equivalent experience.

· Good knowledge around data query SQL and data interpretation.

 

CSS/Confluence is an equal opportunity employer

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Confluence Technologies, Inc. is hiring a Remote Reporting Specialist

CSS (recently acquired by Confluence Technologies) is a trusted global RegTech partner that uniquely brings together innovative technology- driven solutions to support financial services firms in navigating a clear and strategic path through the complex and fragmented global regulatory space. Our solutions and services help firms meet regulatory deadlines while optimizing compliance data, operations, and technology. CSS covers a full range of global compliance disciplines spanning fund reporting, transaction reporting, investment monitoring, compliance management, compliance services and managed services with a complementary, centralized approach to the strategic management of regulatory data called RBOR (Regulatory Book of Record).

For more information on CSS and Confluence, please visit the following websites:

www.cssregtech.com

www.confluence.com

About the role

As Reporting Specialist, you will work closely with our clients on the preparation of regulatory filings, including AIFMD Annex IV, Form PF, CPO-PQR, ADV and other. This requires a thorough understanding of accounting principles, knowledge of financial instruments, and exceptional data handling skills.

About the team:

Within the CSS, Managed Services Reg team is responsible for the full cycle of preparation of regulatory reporting for asset managers utilizing our in-house built solutions. The team works closely with other departments to deliver exceptional service to clients, while gathering understanding of clients’ needs and communicating it back to the software development team to help guide the strategic development of the software offering.

Responsibilities

  • Responsible for filing generation & completion
  • Processing clients’ data using CSS platforms & other tools
  • Analyze any discrepancies & variances in Excel
  • Actively engage with other team members
  • Monitor data traffic during the filing
  • Capturing changes & client specific circumstances
  • Responsible for scope monitoring (within boundaries of SLA)

Qualifications

  • Bachelor’s degree in Finance/Economics/FinTech/Business Studies or equivalent. Studying CFA/FRM/CAIA is a plus
  • 3+ years in fund accounting, reporting, compliance, or mid- or back- office role in financial services industry
  • Exceptional & proven experience of data handling & manipulation techniques. Knowledge and/or studying SQL/VBA/Python is a plus
  • Exceptional & proven analytical skills
  • Outstanding knowledge of financial products & markets
  • Expert understanding of Excel
  • Exceptional attention to detail
  • Self-starter personality with high degree of initiative
  • Excellent communication skills, both written and verbal
  • Strong time management & planning skills
  • Assertive & with a strong execution skills and track record

CSS (recently acquired by Confluence Technologies) is a trusted global RegTech partner that uniquely brings together innovative technology- driven solutions to support financial services firms in navigating a clear and strategic path through the complex and fragmented global regulatory space. Our solutions and services help firms meet regulatory deadlines while optimizing compliance data, operations, and technology. CSS covers a full range of global compliance disciplines spanning fund reporting, transaction reporting, investment monitoring, compliance management, compliance services and managed services with a complementary, centralized approach to the strategic management of regulatory data called RBOR (Regulatory Book of Record).

For more information on CSS and Confluence, please visit the following websites:

www.cssregtech.com

www.confluence.com

 

About the role

 

As Reporting Specialist, you will work closely with our clients on the preparation of regulatory filings, including AIFMD Annex IV, Form PF, CPO-PQR, ADV and other. This requires a thorough understanding of accounting principles, knowledge of financial instruments, and exceptional data handling skills.

About the team:

Within the CSS, Managed Services Reg team is responsible for the full cycle of preparation of regulatory reporting for asset managers utilizing our in-house built solutions. The team works closely with other departments to deliver exceptional service to clients, while gathering understanding of clients’ needs and communicating it back to the software development team to help guide the strategic development of the software offering.

Responsibilities

  • Responsible for filing generation & completion
  • Processing clients’ data using CSS platforms & other tools
  • Analyze any discrepancies & variances in Excel
  • Actively engage with other team members
  • Monitor data traffic during the filing
  • Capturing changes & client specific circumstances
  • Responsible for scope monitoring (within boundaries of SLA)

Qualifications

  • Bachelor’s degree in Finance/Economics/FinTech/Business Studies or equivalent

Studying CFA/FRM/CAIA is a plus

  • 3+ years in fund accounting, reporting, compliance, or mid- or back- office role in financial services industry
  • Exceptional & proven experience of data handling & manipulation techniques

Knowledge and/or studying SQL/VBA/Python is a plus

  • Exceptional & proven analytical skills
  • Outstanding knowledge of financial products & markets
  • Expert understanding of Excel
  • Exceptional attention to detail
  • Self-starter personality with high degree of initiative
  • Excellent communication skills, both written and verbal
  • Strong time management & planning skills
  • Assertive & with a strong execution skills and track record

CSS/Confluence is an equal opportunity employer

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Confluence Technologies, Inc. is hiring a Remote Data Operations Associate

Job Title: Data Operations Associate

Conshohocken, PA

 

About Us

 

Investment Metrics, the leading provider of investment performance analytics and reporting solutions for the institutional investment community, is looking for a Senior Administrative Assistant to join their expanding team.

 

Position Overview

 

The Operations Associate fills a key role on Investment Metric’s Data Operations team – sharing responsibility for ensuring that the custodial and market reference data used by our clients is complete, accurate and timely.  Accurate data is an essential component of all of Investment Metric’s products and the Operations Associate is a primary facilitator of ensuring this and delivering a positive experience for our clients.  

 

Key Responsibilities

 

  • Ensure the completeness and accuracy of custodial data by maintaining existing data feeds and working with internal and external parties to enhance these feeds.
  • Establish relationships with all internal groups, particularly Client Service, so that clients are proactively aware of any data issues.
  • Support, investigate and correct data related inquiries
  • Manage and monitor all market reference data loads. Identify and actively develop process improvements and work with other groups to implement upgrades.
  • Analyze data using statistical measures and assorted data mining techniques
  • Automate manual tasks using script languages such as Python
  • Support and contribute to development of data products
  • Be an active contributor to software development projects from a data point of view

 

Desired Experience and Qualifications

 

  • Bachelor’s degree or higher is required, preferably in finance or information technology
  • Technical skills, specifically: working knowledge of Structured Query Language (SQL) or other relational database experience. Some experience with Python.
  • Minimum of three years professional experience
  • Quality of Work, specifically: high level of attention to granular details; ability to work on an issue independently.
  • Problem solving skills, specifically: the ability to select, organize and analyze pertinent information in formulating options and recommending solutions.
  • Planning and Organization skills, specifically: documenting and simplifying complex tasks; and orchestrating multiple projects at a time.
  • Communication skills, specifically: organized, concise, and clear speaking and writing styles; and awareness of how to leverage the communication method and tone appropriate to the context.
  • Ability to Build Relationships, specifically: acting as a liaison for Data Operations with other internal groups

 

About Investment Metrics

 

We are the leading provider of investment performance analytics and reporting solutions for institutional investors, investment consultants, asset managers, and private wealth advisors. We help our global clients analyze, measure and report on over $10 trillion assets under advisement in a highly insightful, accurate and efficient manner.

Our global database of traditional and alternative strategies is heavily relied upon by the leading investment consultants and asset owners for manager vetting and screening. It provides asset managers the exposure they deserve while allowing them to tell their best story to attract new asset allocations.

Our global clients include Aon Hewitt, JP Morgan, Mercer, Pension Consulting Alliance, RVK, Segal Marco Advisors, Wells Fargo to name a few.

Visit our website for more information www.invmetrics.com.

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Confluence Technologies, Inc. is hiring a Remote Regulatory Reporting Specialist

CSS (recently acquired by Confluence Technologies) is a trusted global RegTech partner that uniquely brings together innovative technology- driven solutions to support financial services firms in navigating a clear and strategic path through the complex and fragmented global regulatory space. Our solutions and services help firms meet regulatory deadlines while optimizing compliance data, operations, and technology. CSS covers a full range of global compliance disciplines spanning fund reporting, transaction reporting, investment monitoring, compliance management, compliance services and managed services with a complementary, centralized approach to the strategic management of regulatory data called RBOR (Regulatory Book of Record).

For more information on CSS and Confluence, please visit the following websites:

www.cssregtech.com

www.confluence.com

Responsibilities

  • Responsible for filing generation & completion
  • Processing clients’ data using CSS platforms & other tools
  • Analyze any discrepancies & variances in Excel
  • Actively engage with other team members
  • Monitor data traffic during the filing
  • Capturing changes & client specific circumstances
  • Responsible for scope monitoring (within boundaries of SLA)

Qualifications

  • Bachelor’s degree in Finance/Economics/FinTech/Business Studies or equivalent.Studying CFA/FRM/CAIA is a plus
  • 3+ years in fund accounting, reporting, compliance, or mid- or back- office role in financial services industry
  • Exceptional & proven experience of data handling & manipulation techniques.Knowledge and/or studying SQL/VBA/Python is a plus
  • Exceptional & proven analytical skills
  • Outstanding knowledge of financial products & markets
  • Expert understanding of Excel
  • Exceptional attention to detail
  • Self-starter personality with high degree of initiative
  • Excellent communication skills, both written and verbal
  • Strong time management & planning skills
  • Assertive & with a strong execution skills and track record

 

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Confluence Technologies, Inc. is hiring a Remote Senior Corporate Counsel

Company Overview

As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. From innovative portfolio analytics to regulatory and financial reporting solutions, Confluence invests in the latest technology and data and in its team of industry experts to meet the evolving needs of asset managers and service providers. Headquartered in Pittsburgh, PA, Confluence services over 400 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia.

 

Role Purpose

The primary responsibility of this role is to provide timely and high-quality legal support and guidance to Confluence’s domestic and international business units, including Confluence’s Executive Leadership Team and Operational Leadership Team.  This requires detailed management of project activities, tasks, as well as monitoring and reporting across the company.  

 

Primary Responsibilities

  • Preparing, negotiating, reviewing and revising contracts, including master software license and services agreements, master consulting agreements and non-disclosure agreements; working with team of contract administrators and/or paralegals to efficiently staff and progress key sales and internal-corporate objectives;
  • Collaborating with internal business clients at all levels to effectively balance the goal of minimizing legal risk with the need to support and assist in the achievement of business and strategic objectives;
  • Handling a high volume of revenue-related contract work as well as providing support for certain day-to-day needs of the business, such as responding to client due diligence requests and assisting in responding to requests for proposals;
  • Working confidently with a high level of independence and responsibility to provide legal advice and support directly to internal stakeholders including members of the Executive Team.
  • Working with internal product and development teams, and external customers and vendors, around the world;
  • Advising company on compliance with privacy laws and regulations;
  • Provide advice and assistance to Business Development team with merger and acquisitions activities (both pre-close and post-close).

 

 

Qualifications

 

  • Five or more years of in-house or law firm experience negotiating cloud-based software agreements
  • Merger and acquisitions and/or financial or investment services industry experience strongly preferred
  • Demonstrated ability to work in a global environment
  • JD from accredited law school and a member in good standing of the Bar of the Supreme Court of the state or country in which he or she practices law if the applicant resides in the US.  Relevant required licenses and registrations for an applicant residing in the UK or Ireland.

 

 

Essential Skills

 

  • Ability to work with cloud-based product and technology teams, learn new technologies and product offerings and amend and tweak company’s form documents and processes as required to accommodate and facilitate new tech and service offerings.
  • Ability to understand third party data flows within company products and negotiate and review a variety of third party data agreements.
  • Proficient with Microsoft Office Suite (e.g., Outlook, Word, Excel, PowerPoint).  Familiarity and expertise with SalesForce, contract management systems and Slack all considered a plus.
  • Willingness and ability to assist in the design and maturation of internal company processes to enable scalable growth
  • Familiarity with domestic and international privacy laws and regulations
  • Excellent verbal and written communications capabilities required.
  • Ability to deal professionally and courteously with internal and external contacts at all times.
  • Ability to analyze problems and identify resolutions at a strategic and functional level.
  • Able to develop and maintain positive working relationships with a wide audience, from technical staff to management, sales teams, clients and coworkers.
  • Ability to multitask, strong attention to detail, self-motivated willingness to take the initiative.

 

Other duties will be assigned as the above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.

 

Confluence Technologies Inc. is an Equal Opportunity Employer.

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Confluence Technologies, Inc. is hiring a Remote Client Services Analyst

Client Services Analyst

*This position is remote, however, candidate must reside in the United States, within Eastern Standard (EST)

 

 

About Confluence

As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. From innovative portfolio analytics to regulatory and financial reporting solutions, Confluence invests in the latest technology and data and in its team of industry experts to meet the evolving needs of asset managers and service providers. Headquartered in Pittsburgh, PA, Confluence services over 400 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia.

About the role

The primary role of the Client Service Analyst is to partner with the client and various data providers to control data workflows and validate their product data via the CSS software application.

The Client Service Analyst is expected to gain an intimate understanding of our clients’ business and will use their expertise to deliver added value by suggesting data validation rules to the clients that will further improve data quality.

The Client Service Analyst also compiles and distributes Management Information Reporting on the service delivery.

Qualifications & Software Skills

  • Bachelor’s degree in Finance/Economics/FinTech/Business Studies or equivalent. Studying CFA/FRM/CAIA will be advantage
  • 1+ years in fund accounting, reporting, compliance, or mid / back- office role in the financial services industry.
  • High Computer literacy / proficient knowledge of standard applications, e.g. MS Office suite.
  • Database knowledge - SQL Databases user knowledge would be an advantage.

Other essential Skills

  • Highly Numerical
  • Experience in financial products and markets is essential
  • Ability to work on own initiative, prioritize and organize daily tasks
  • Excellent Communication skills
  • Excellent Attention to Detail
  • Ability to work within a team
  • Ability to work under pressure and to tight deadlines
  • Ability to document processes and maintain procedures
  • Experience with Data Management Systems would be an advantage

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Confluence Technologies, Inc. is hiring a Remote Product Analyst

Confluence is a global leader in data-driven investment management solutions partnering with our clients to deliver products and services designed to optimize efficiency and control. Confluence provides actional data, insight, and workflow solutions to global asset managers/owners, service providers and allocators. Through its combination of proprietary and 3rd party integrated datasets, global research and analytics, we deliver solutions that drive complex decision across a wide range of financial products.  Confluence includes the industry-leading data platforms of Confluence, CSS, Investment Metrics, Style Analytics, AMFINE and StatPro.

We have a current opening for an experienced Product Analystwho is passionate about building software products and services that solve and simplify customer business problems. The successful candidate will join a dynamic environment working with cross-functional teams to design, build and roll-out products that serve the regulatory document production and investor disclosure space.


The ideal candidate will be working today in the RegTech / FinTech space as a product or business analyst, or indeed be working in the investment industry for an investment management firm or third-party fund administrator / service provider as a business analyst with direct exposure to the regulatory demands of the global investment management industry. 

The role will specifically appeal to a person that has high attention to detail and enjoys working in a fast-paced strategic environment with direct exposure to the market (clients, prospects, sales & marketing) on one side, and the internal delivery teams (development, QA, implementation and managed-services) on the other.

The following are key facets of the duties and responsibilities connected to this role:

  • Collaborate on the team effort to gather and document requirements for our Regulatory Reporting platform in terms of regulatory reporting or compliance changes, with high-quality user stories and clearly defined acceptance criteria
  • Assist the product management team maintain the relevant product feature backlog and roadmap, as well as feeding into the process of prioritization of tickets for each product sprint based on service team, market and customer impact
  • Gain a deep understanding of customer experience, identifying and filling product gaps, and generate new ideas that grow market share, improve customer experience and drive growth

Requisite ability and initiative to: 

  • Perform product analytics related to filing workflows using large volume data feeds from upstream financial systems
  • Perform analysis related to business user workflow requirements and calculations to determine gaps between product solution and regulatory requirements 
  • Translate regulatory technical standard requirements provided by regulator competent authorities or in-house regulatory guidance team into functional requirements that will be used by our system architects and developers
  • Along with the product owner/managers, act as a product evangelist to build awareness and understanding of the product
  • Represent the company by visiting customers to solicit feedback on company products and services
  • Feed into the process where we develop clear strategic vision for our product
  • Assist with product demonstrations and presentations to internal and external audiences – including supporting sales as a product SME

Requirements:
•    Strong financial data analysis capabilities (Data management, Data Sourcing, ETL, Data Schema, model, and Data Field mapping)
•    Strong analytical and data requirement documentation skills.
•    Prior UAT or QA Experience working within a SDLC
•    Ability to quickly learn and deliver with limited oversight
•    Very high attention to detail and quality in delivery
•    Ability to work with multiple internal parties (Sales, Product, Dev, Support, etc.) to prioritize activities and execute implementation 
•    Client facing implementation and project execution experience is preferred
•    Financial Regulation expertise/knowledge preferred
•    Knowledge of periodic Regulatory Fund Reporting (i.e. AIFMD/Annex IV, Form PF, Form ADV, etc) preferred
•    Fund administrator system knowledge (client setup and maintenance) preferred
•    Knowledge of Bloomberg a plus
•    Project management tools (JIRA, Microsoft Project, SalesForce, SharePoint) a plus
•    System implementation experience a plus
 

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Confluence Technologies, Inc. is hiring a Remote .NET Software Developer

.Net Developer

 

**This position is remote but candidate must currently reside within the United States and within Eastern Standard Time (EST).

 

ABOUT THE COMPANY

Confluence is a global leader in data-driven investment management solutions partnering with our clients to deliver products and services designed to optimize efficiency and control. Confluence provides actional data, insight, and workflow solutions to global asset managers/owners, service providers and allocators. Through its combination of proprietary and 3rd party integrated datasets, global research and analytics, we deliver solutions that drive complex decision across a wide range of financial products.  Confluence includes the industry-leading data platforms of Confluence, CSS, Investment Metrics, Style Analytics, AMFINE and StatPro.

JOB SUMMARY

As a member of the CSS Software Development team, you will focus on the backend development of a regulatory reporting application.

RESPONSIBILITIES

· Collaborate on development of new data-driven application features and behaviors

· Integrate with and maintain existing code base using industry and firm best practices

· Participate directly in the complete SDLC, working closely with our product, QA, and legal teams

· Build smart internal tools to streamline platform development

 

REQUIREMENTS

  • 5+ years of working experience in .NET
  • Solid understanding of OOP concepts
  • Working experience with WinForms/WPF and WCF
  • Experience using RDBMS, like SQL Server or MySQL
  • Agile/SCRUM Software Development Process experience
  • Familiarity with abstract and data-driven models is a major plus.
  • Experience in .NET Core, microservices, containers and container orchestrators (Kubernetes), cloud deployment a plus
  • Knowledge of React, Redux, or React Natives a plus
  • Experience with continuous integration and continuous delivery a plus
  • Familiarity with Azure DevOps a plus

 

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