Solution Engineering: Portfolio Management

SimCorp; New York (NY); Hybrid; USD 163,000 - 244,000; Full time

Benefits offered by this job

Hybrid work model

Bonus scheme

Professional development

Job summary

SimCorp in New York, NY, seeks a seasoned Portfolio Management Solutions Engineer for the Americas, guiding go-to-market and client demonstrations of SimCorp One. You will work with Sales, Product, and Success teams to tailor solutions for front-office needs.

The role demands extensive PMS knowledge, strong communication, and the ability to travel. A university degree and experience with diverse asset classes are essential. Hybrid remote work up to 3 days per week is supported.

Qualifications

• 12+ years’ experience in Financial Services with front office Buyside exposure.
• University degree in business or technology.
• Strong knowledge of PMS, Risk Analytics, Portfolio Optimization and Attribution.
• Experience with multiple asset classes including fixed income, equities and derivatives.
• Knowledge of Compliance, EMS, OMS and TCA is desirable.
• Experience with SimCorp One front office workflows is highly desirable.
• Excellent presentation and communication skills, both written and verbal.
• Willingness to travel as required and hybrid remote work up to 3 days per week.

Responsibilities

• Act as SME on Portfolio Management in the Americas.
• Collaborate with sales to upsell and tailor solutions to client needs.
• Prepare and facilitate detailed SimCorp One demonstrations and workshops.
• Hold regular meetings with prospects to understand current tech usage and unlock additional functionality.
• Review RFIs/RFPs and respond with compelling information.
• Ensure knowledge transfer from sales to implementation post-contract.
• Provide input to product team on market trends and client requirements.
• Mentor junior Solution Engineers and build demo systems for client scenarios.

Skills

Portfolio Management

Buyside experience

Client interaction

Education

University degree in business or technology

Tools

SimCorp One

EMS

OMS

TCA

Job description

WHAT MAKES US, US

Join some of the most innovative thinkers in FinTech as we lead the evolution of financial technology.

If you are an innovative, curious, collaborative person who embraces challenges and wants to grow, learn and pursue outcomes with our prestigious financial clients, say Hello to SimCorp!

At its foundation, SimCorp is guided by our values - caring, customer success-driven, collaborative, curious, and courageous. Our people-centered organization focuses on skills development, relationship building, and client success.

We take pride in cultivating an environment where all team members can grow, feel heard, valued, and empowered. If you like what we’re saying, keep reading!

WHY THIS ROLE IS IMPORTANT TO US

The Portfolio Management Solutions Engineer plays a critical role in shaping SimCorp’s go-to-market, sales, and marketing initiatives to support revenue growth and expand SimCorp’s presence across the Americas.

With a focus on Portfolio Management, this role helps articulate the value of SimCorp One to both prospective and existing clients.

Working closely with Sales, Product, Customer Success and Implementation teams, the Solutions Engineer leads and coordinates client presentations and software demonstrations, ensuring SimCorp One’s capabilities are effectively showcased and aligned to client needs.

WHAT YOU WILL BE RESPONSIBLE FOR

• Act as a subject matter expert on all areas as it relates to Portfolio Management in the Americas markets.
• Collaborate with sales teams to identify opportunities for upselling and cross-selling, while ensuring that solutions are tailored to client requirements.
• Prepare and facilitate detailed SimCorp One software demonstrations, presentations, and workshops for clients and prospects.
• Hold regular meetings with prospects and clients to understand their current use of technology and systems, and to identify opportunities to leverage additional available functionality not currently licensed.
• Review and / or prepare responses to prospective client RFIs (Requests for Information) and RFPs (Requests for Proposal).
• Ensure effective and detailed knowledge transfer from the sales process to the implementation team following contract execution.
• Provide input to the product team on market trends and evolving client requirements.
• Mentor and support junior Solution Engineers, sharing expertise and developing their capabilities within the Solution Engineering team.
• Contribute to build out of local and global demonstration systems to reflect how the system should be used by clients in the various verticals; Pension Funds, Asset Managers, Insurance Companies, Central Banks.

WHAT WE VALUE

• 12+ years’ experience within the Financial Services Industry with exposure to the front office functions across the Buyside.
• University degree in business or technology.
• Strong knowledge of Buy Side Portfolio Management workflows, technologies and competitive solutions including PMS (Portfolio Management System), Risk Analytics, Portfolio Optimization and, Portfolio Attribution is a must.
• Experience across a broad range of Public & Private asset classes (e.g., fixed income, equities, derivatives) with a specific focus on Portfolio Management and a secondary focus around Trading and Compliance.
• Knowledge and expertise around Compliance, EMS (Execution Management Systems), OMS (Order Management Systems, TCA (Transaction Cost Analysis) and is desirable.
• Practical experience with SimCorp One, particularly as it relates front office workflows, is highly desirable.
• Excellent presentation and communication skills, both written and verbal.
• Particularly when demonstrating platform capabilities and articulating value propositions.
• Strong problem-solving capabilities with a solution-oriented mindset and a commitment to delivering outcomes.
• Methodical, self-motivated, and able to perform effectively during high-demand projects.
• Proven relationship builder with strong interpersonal skills, both in client-facing engagements and cross-functional collaboration.
• A critical thinker with a commitment to continuous learning and professional development.
• Willingness to travel as required.
• Flexibility to work remotely up to 3 days per week as per our hybrid policy.

BENEFITS

Attractive salary and bonus scheme are essential for any work agreement. However, at SimCorp we believe we can offer more. Therefore, in addition to the traditional benefit scheme, we provide a good work and life balance: flexible working hours and a hybrid model - working from SimCorp's office two days a week.

And opportunities for professional development: there is never only one route - we offer a personal approach to professional development to support the direction you want to take.

Visit our career pages to learn more about working at SimCorp.

WHO WE ARE

For over 50 years, we have worked closely with investment and asset managers to become the world's leading provider of integrated investment management solutions.

We are 4,000+ colleagues with a broad range of nationalities, educations, professional experiences, ages, and backgrounds.

SimCorp is an independent subsidiary of the Deutsche Börse Group. Following the recent merger with Axioma, we leverage the combined strength of our brands to provide an industry-leading, full, front-to-back offering for our clients.

SimCorp is an equal opportunity employer and welcome applicants from all backgrounds, without regard to race, gender, age, disability, or any other protected status under applicable law.

We are committed to building a culture where diverse perspectives and expertise are integrated into our everyday work.

We believe in the continual growth and development of our employees, so that we can provide best-in-class solutions to our clients.

SimCorp is a leading provider of investment management solutions to the world’s largest asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, banks and sovereign wealth funds.

Here you will get to work with skilled and supportive colleagues. We are more than 2500+ employees from 70+ nationalities dedicated to supporting our 300+ clients across the globe.

We celebrate multiple approaches and points of view, together we’re building a culture where difference is valued.

You will be part of a success story and a company that continues to grow, offering a lot of challenging and interesting opportunities.

SimCorp welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Candidates who require accommodation during the recruitment process should contact the People & Culture team at [e-mail].

Salary and compensation

For New York City only: The salary range for this position is $162,800 - $244,200 USD. Additionally, employees are eligible for an annual discretionary bonus, and benefits including health care, leave, and retirement plans. Your total compensation may vary based on role, location, department and individual performance.