Solutions Engineering: Portfolio Management

SimCorp; New York (NY); Hybrid; USD 183,000 - 220,000; Full time

Benefits offered by this job

Hybrid work model

Annual bonus

Healthcare benefits

Job summary

SimCorp is seeking a seasoned Solutions Engineer for Portfolio Management in the Americas. You will lead software demonstrations and client workshops to articulate the value of SimCorp One, aligning capabilities with client needs.

The role requires 12+ years in financial services, strong front-office knowledge, and experience with PMS, risk analytics, and trading workflows. Hybrid NYC-based with occasional travel and a focus on client success.

Qualifications

• 12+ years' experience within the Financial Services Industry with exposure to front office functions.
• Strong knowledge of Buy Side Portfolio Management workflows and related tools.
• Experience presenting to clients and conducting software demonstrations.

Responsibilities

• Act as SME on Portfolio Management in the Americas; tailor solutions to client needs.
• Lead detailed SimCorp One demonstrations and client workshops.
• Prepare responses to RFIs/RFPs and coordinate with sales and product teams.
• Mentor junior Solution Engineers and help develop global demo systems.

Skills

Presentation skills

Communication

Problem-solving

Relationship building

Travel willingness

Education

University degree in business or technology

Tools

SimCorp One

EMS (Execution Management Systems)

OMS (Order Management Systems)

TCA (Transaction Cost Analysis)

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.

#Li-Hybrid

For New York City only: The salary range for this position is $183,000 - $220,000 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. SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side. Founded in 1971, with more than 3,000 employees across five continents, SimCorp is a truly global technology leader that empowers more than half of the world’s top 100 financial companies through its integrated platform, services, and partner ecosystem.

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