Job Description
The Asset Management Consulting Operations division is responsible for all delivery and projects for clients on our front-back-office asset management platform. From portfolio and order management to performance, risk, and accounting, our solution is a seamless, full investment lifecycle platform that simplifies your processes.
As a Financial Consultant (Implementations), you will be required to work with both business experts (senior market finance consultants, managers, risk managers, etc.) and technical experts (R&D team, Delivery & DevOps team, etc.)
In the role, you will:
Work closely with the R&D team on the quality and functional evolution of the Software Package:
Writing functional specifications and participating in scoping phases
Organize and participate in test campaigns
Writing documentation for business users.
Meet the needs of our customers (Asset Management Companies, Family Offices, Private Banks and Insurers), through:
Consulting: assistance and training for business teams.
Parameterization and design: report automation, control parameterization, data transfer, business data control...
You will take part in both commando missions and projects lasting several months, often on our customers' premises and in direct contact with their business teams (managers, middle managers, RCCI, etc.).
The unrivalled functional coverage of our solution will enable you to work on a wide range of issues:
Front Office: order placement, decision support...
Middle Office: compliance, market risk monitoring, performance analysis, data management...
Back Office: investment accounting
Job Requirements:
Master's degree in a relevant degree area such as: Financial Markets, Financial Engineering, Finance, Economics, or Information Systems
You already have proven professional experience in market finance (this can include intern or apprenticeships).
You are comfortable using Excel
You are rigorous, creative, proactive, autonomous, good at interpersonal relations and a team player.
Fluency in French and English
Top Skills
What the Team is Saying
What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights.
The result? Investment management that works as seamlessly as your investment strategy.
Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world.
What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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CWAN Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
