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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.
Responsibilities
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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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:
DESIRED EXPERIENCE AND QUALIFICATIONS:
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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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
Requirements
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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
Soft skills
Qualifications
See more jobs at Confluence Technologies, Inc.
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
Soft skills
Qualifications
See more jobs at Confluence Technologies, Inc.
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
QUALIFICATIONS
WHY WOULD YOU BE INTERESTED IN JOINING?
ADDITIONAL SKILLS, KNOWLEDGE & ABILITIES PREFERRED
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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:
Desired Experience and Qualifications:
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.
See more jobs at Confluence Technologies, Inc.
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
See more jobs at Confluence Technologies, Inc.
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
Qualifications
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
Qualifications
Studying CFA/FRM/CAIA is a plus
Knowledge and/or studying SQL/VBA/Python is a plus
CSS/Confluence is an equal opportunity employer
See more jobs at Confluence Technologies, Inc.
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
Desired Experience and Qualifications
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.
See more jobs at Confluence Technologies, Inc.
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
Qualifications
See more jobs at Confluence Technologies, Inc.
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
Qualifications
Essential Skills
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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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
Other essential Skills
See more jobs at Confluence Technologies, Inc.
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:
Requisite ability and initiative to:
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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.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
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