ePAM Functional Consultant

American IT Staff; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

American IT Staff is seeking an experienced ePAM Functional Consultant to lead the implementation and support of our Exchange Portfolio Accounting and Management solution for clients in the United States.

You will gather client requirements, configure the ePAM platform, conduct thorough testing, and provide ongoing training and support to ensure project success and client satisfaction. Collaboration with clients, stakeholders, and technical teams is essential.

Qualifications

• Bachelor’s degree in finance, business, CS, or related field.
• 10+ years experience as functional consultant or BA in portfolio accounting or asset management.
• In-depth knowledge of portfolio accounting processes and practices.
• Experience with ePAM or similar portfolio accounting systems preferred.
• Certification in portfolio accounting systems is a plus.
• Platform developer and Architect level Certification: Himalayas

Responsibilities

• Provide expertise in implementing and supporting the ePAM solution for clients.
• Understand client requirements, configure the ePAM platform, test, and provide ongoing support and training.
• Collaborate with clients, stakeholders, and technical teams to ensure project success and client satisfaction.
• Gather and analyze client requirements related to portfolio accounting and management.
• Configure and customize the ePAM solution based on client needs.
• Conduct system testing and ensure all functionalities meet quality standards.
• Provide training and support to clients on ePAM functionality and best practices.
• Collaborate with technical teams to resolve issues and enhance system performance.
• Assist in project planning, estimation, and documentation as needed.
• Stay updated with industry trends and best practices in portfolio accounting and management.

Skills

Analytical skills

Problem-solving

Communication skills

Interpersonal skills

Teamwork

Education

Bachelor's degree in Finance/Business/CS

Tools

ePAM or similar system

Job description

Key Responsibilities

• As an ePAM Functional Consultant, you will be responsible for providing expertise in implementing and supporting our Exchange Portfolio Accounting and Management (ePAM) solution for our clients.
• Your role will involve understanding client requirements, configuring the ePAM platform, conducting system testing, and providing ongoing support and training.
• You will collaborate closely with clients, internal stakeholders, and technical teams to ensure successful project delivery and client satisfaction.
• Gather and analyze client requirements related to portfolio accounting and management.
• Configure and customize the ePAM solution based on client needs.
• Conduct system testing and ensure all functionalities meet quality standards.
• Provide training and support to clients on ePAM functionality and best practices.
• Collaborate with technical teams to resolve issues and enhance system performance.
• Assist in project planning, estimation, and documentation as needed.
• Stay updated with industry trends and best practices in portfolio accounting and management.

Requirements

• Bachelor’s degree in Finance, Business Administration, Computer Science, or a related field.
• Proven experience (10+ years) as a functional consultant or business analyst in portfolio accounting or asset management.
• In-depth knowledge of portfolio accounting processes and practices.
• Experience with ePAM or similar portfolio accounting systems preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills
• Ability to work effectively in a team and independently.
• Certification in portfolio accounting systems or related fields is a plus.
• Need Platform developer and Architect level Certification: Originally posted on Himalayas