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US: +1 339 469 0600
EMEA: +44 (0) 20 3006 6490


At Cutter Associates, you will find the opportunity to grow your career, develop professionally, and have the satisfaction of helping our clients reach their goals. We look for highly motivated and qualified professionals with a background in investment management systems and operations.

We offer our employees a congenial working environment where our values are always front of mind.

Cutter Associates’ Values

Trusted. We build our reputation on integrity.

Independent. Our views are free from bias – internal and external. We respect the dissenting voice.

Curious. We adapt and innovate because of our desire to know more.

Collaborative. We succeed together.

Respectful. We respect each other and our business partners.

Clever. We get it.

If you recognize these values in yourself we’d like to hear from you.


In addition to offering competitive compensation and career growth opportunities, Cutter Associates provides employees a competitive benefits package. We believe that providing a full suite of benefits allows our employees peace of mind and the ability to focus on their work. We are a family-friendly corporation offering flexible schedules, business casual dress, and an open working environment.

Our benefits package includes: Medical and Dental Insurance, Long Term Disability, Retirement Plan – 401k, Flexible Spending Accounts, Vacations, Holidays.


Director of Marketing

The Director of Marketing is a senior marketing executive and business leader with extensive experience in brand management, and in building compelling, digitally integrated marketing programs and innovative experiences. We need a digital leader with the vision to drive a strategic marketing plan that leverages and integrates robust marketing programs, strong demand-generation strategies, and the power of digital marketing. The role is responsible for collaborating across all lines of business to develop content for marketing products and services through events, trade shows, webinars, and social media.


  • Develop and execute a strategic marketing and brand management plan identifying innovative ways of promoting our institutional and wealth research and consulting businesses
  • Design and execute measurable digital marketing programs that lead to revenue generation through direct and indirect sales teams
  • Develop content strategy to best service customers and attract prospects
  • Develop and maintain social media strategy on appropriate platforms such as LinkedIn and Twitter.
  • Maintain corporate communications calendar, executing all email marketing campaigns to prospects and clients, measuring and reporting on actionable metrics for follow-through with sales and business development
  • Collaborate with fintech software vendors to expose and promote our expertise to their clients through speaking opportunities, corporate events, and webinars
  • Managed content creation for all marketing and sales materials including white papers, thought leadership pieces, proposals, RFP responses, blogs, videos, social media posts, ads, articles, newsletters, photos, slideshows, podcasts, websites, firm brochures, infographics, and reports
  • Maintain corporate website for optimal functionality, design, outward-facing content, and enhanced client/user experience
  • Post-implementation development of new marketing platform Pardot, including email campaign development with workflow redesign, landing page creation etc.


Key requirements

  • Minimum of 5 years in progressive roles in marketing, including team building/ collaboration and leadership
  • Industry experience in Asset Management, Wealth Management, Fintech, Financial Services, and/or professional services marketing to these industries a must
  • Experience defining, planning, and leading transformational marketing and branding initiatives
  • 5-10 years of experience managing marketing automation, digital marketing, email marketing campaigns, and the associated tools. Salesforce and Pardot expertise preferred
  • Experience using tools for social media, marketing analytics, events, and meetings
  • Business acumen and excellent verbal and written communication skills
  • Bachelor’s Degree (marketing, communications, business, technology, or related)


Please send your resume and cover letter to

Senior Research Analyst – Investment Operations Research and Benchmarking

Cutter Associates is seeking a Senior Research Analyst to become an integral part of our Research and Benchmarking Team.  Join our renowned Research Team and challenge yourself to help us keep asset management firms up to speed with the most current information on investment systems, operations, strategy, and industry best practices! This is an exciting time to join our expanding team as this is a new research position, with a focus on the trends, tools, and technologies in the asset management space.

Job Description:

In the role of Senior Research Analyst your responsibilities will include developing compelling research and benchmarking studies on a variety of topics related to the latest trends in asset management operations and technology, and communicating the findings in written reports, presentations, and client interactions.

*Please note that for this position we are NOT looking for Investment Research Analysts, rather we are looking for analysts who have experience in technology and operations within Investment Management. This is NOT a CFA/ Security Analyst position.

Key responsibilities of the position include the following:

  • Interface with software vendors, industry experts, and senior operations and IT personnel of leading asset management firms.
  • Author in-depth, high-quality research and benchmarking reports on a broad set of topics related to asset management systems and operations.
  • Create and deliver compelling presentations at Cutter conferences and other industry events
  • Develop benchmarking surveys, compile results, and produce client reports
  • Collaborate with fellow Cutter Research, Benchmarking, and Consulting associates
  • Develop content for company website including articles, newsletters, and whitepapers
  • Lead member discussions on Cutter webcast events
  • Suggest and promote Research and Benchmarking topics for future consideration


 A successful candidate will have the following background:

  • 5-10 years of experience in the institutional asset management industry, either as an asset management Operations/Technology practitioner, OR as a fintech vendor/service provider
  • A creative and insightful writer who can capture and synthesize the essence of their research and present it in a positive and thought-provoking manner, revealing insight into the real issues of consequence facing asset management firms in today’s world
  • Strong familiarity with the end-to-end asset management value chain, as well as the supporting business processes and technology platforms/infrastructure
  • Expertise in one or more asset management disciplines (e.g. Trade Processing, Performance and Attribution, Risk Management)
  • Strong familiarity with industry trends, challenges, and best practices for asset management systems and operations
  • Bachelor’s degree (required), MBA (a plus)


A successful candidate will have the following traits:

  • Motivated and detail-oriented researcher with intellectual curiosity and thirst for knowledge around asset management disciplines
  • Exceptional organizational skills and ability to multi-task and effectively drive projects forward in an aggressive, deadline-driven environment
  • Strong interviewing and analytical skills with a proven ability to identify and substantiate key findings and trends
  • Strong presentation and interpersonal skills
  • Ability to travel as required (< 20%)


Cutter Benefits:

In addition to offering competitive compensation and career growth opportunities, Cutter Associates provides employees a competitive benefits package. We believe that providing a full suite of benefits allows our employees peace of mind and the ability to focus on their work. We are a family-friendly corporation offering flexible schedules, business casual dress, and an open working environment.

Our benefits package includes: Medical and Dental Insurance, Long-Term Disability, Retirement Plan – 401k, Flexible Spending Accounts, Vacations, Holidays.

Send your resume and cover letter to

Program Director, Client Affinity Groups

Cutter Associates is seeking a unique individual to manage our various client affinity groups.  This Director-level role has responsibility to help senior officers of our client firms to make the most of our services.

As Program Director, you will act as a primary client coordinator and liaison for several of our CutterResearch affinity groups consisting of C-level executives of our client firms. You will bring the confidence and professionalism required to communicate and collaborate with these executives and to maintain and develop positive business relationships. Deep knowledge of and experience in the Investment Management industry, the only industry we service, is required for this position. You will be responsible for collaborating with Cutter staff to facilitate regular roundtable discussions with these executives, both on-line and in-person.

We are looking for a person that brings gravitas to the role but can maintain their sense of humor under pressure.  Someone who has worked in the Investment Management industry is a must.

Principal responsibilities include the following:

  • Represent and promote Cutter services to our clients
  • Develop, coordinate, and manage on-line and in-person peer networking forums, ensuring a congenial environment for learning and sharing with industry peers
  • Promote our operations and technology forums to C-level executives, and solicit their feedback to ensure that events are focused on topics at the forefront of their interests and concerns
  • Coordinate with Cutter internal staff to develop content to support the events and maintain a calendar of events
  • Build client relationships across the client organization, including senior executives in Technology, Operations, and Data Management
  • Travel is required

The successful candidate will have the following relevant experience/skills:

  • A minimum of 5 years in a position related specifically to client service or product/relationship management within the investment management industry
  • A minimum of 10 years of experience in the Investment Management Industry
  • Demonstrated knowledge and experience related to the trading lifecycle, investment management operations, and the supporting technology offerings
  • Creative approach to event management
  • Working in a collaborative, matrix organization
  • Strong verbal and written communication skills, attention to detail
  • Bachelor’s degree, MBA preferred


Please send your resume and cover letter to

Consultant - Client Reporting

Cutter Associates is seeking Investment Management Professionals with strong client reporting experience to support us on a variety of Client Communications related consulting projects.

Client Communications is a growing part of our overall Client Facing Practice here at Cutter Associates.   In this practice we advise Asset Managers in the areas of distribution, marketing, client service, consultant relations, product development and client reporting on their most critical strategic challenges and opportunities.  We are seeking motivated, client reporting experts to help us redesign business models, modernize processes and help our clients make sense of existing and emerging technologies available and enable them to use it to complete their goals.

You can live anywhere within the US and should be available to travel approximately 70%- 80% of the time.

Cutter Associates supports investment management firms through a powerful combination of three interrelated services: Consulting, Benchmarking, and Research. We have ongoing relationships with over 240 asset managers, asset owners and asset servicers in the US, EMEA and Australia. Cutter currently has offices in a suburb of Boston and in London.

General Responsibilities

  • Successfully complete client projects though meeting client goals, timelines and budget requirements
  • Review client documentation and interview project participants to identify their issues and challenges
  • Proactively manage communications with the client during a project


Specific Client Reporting Responsibilities

  • Prepare clients for implementation of client reporting or presentation preparation technologies
  • Gather existing reports and presentations and analyze the data within (i.e. components, sections, templates)
  • Prepare the client data for a vendor (i.e. name of data element, data source, format, frequency available)
  • Interface with project managers, client reporting and marketing SMEs, and IT staff as well as software vendor(s)


Potential Responsibilities you may share with the team

  • Perform vendor selection and searches for specific technology and data systems where appropriate
  • Redesign client reporting components, sections & templates in advance of an implementation
  • Assist in defining changes to organizational models, modify business processes and identify a target state architecture which will address the current state issues and pain points, meet the client's specific business and technology requirements and be consistent with preferred industry practices and models
  • Assist in creation of a roadmap for the implementation of the future state
  • Implement data governance for Client, Account, and Product data domains; design business nomenclature, taxonomy, and business glossaries
  • Collaborate and assist CutterResearch and CutterBenchmarking with production of in-depth, high quality research and benchmarking reports, content for articles, newsletters, and whitepapers and speak where appropriate on Cutter webcast events


Job Requirements:

  • MUST HAVE prior experience in Asset Management, Wealth Management, or with a vendor servicing these types of firms
  • MUST HAVE knowledge and hands on experience with a specific client reporting technologies/vendors such as Vermilion, SimCorp-Coric, SS&C Vision- FI, Seismic, Addepar, and investcloud etc.
  • Bachelor's Degree (Business, MIS or related), MBA preferred
  • Proficient in Microsoft Office tools (PowerPoint, Excel, Word)


A successful candidate will have the following traits:

  • Motivated and tenacious person with intellectual curiosity and thirst for knowledge of client facing functions within asset managers
  • Proven ability to acquire understanding and absorb new data rapidly
  • A creative and insightful communicator who can capture and synthesize the essence of their thoughts in written client deliverables
  • Operates as a team player; seeks guidance from others in the team or within Cutter as needed
  • Has exceptional organizational skills and can multi-task to effectively drive projects forward in an aggressive deadline-driven environment
  • Ability and willingness to travel


Please send your resume and cover letter to

Senior Consultant - Investment Management (Australia)

Cutter Associates is searching for an experienced, in-market Senior Consultant who can play a lead role in consulting execution in the Australian market. We provide consulting services to the Investment Management industry, in the areas of Enterprise Data Management, technology/systems strategy, and operational efficiency. 

Cutter is an established global firm, supporting over 200 investment management firms, both for-profit and public, through a powerful combination of three interrelated services: Consulting, Benchmarking, and Research. Having only been active in the Australian market for two years, Cutter has seen a quick uptake in its services by the market’s largest firms, with further demand being initiated by those clients. To date, the business has been managed out of Cutter’s London office.

As part of this role, the Senior Consultant would execute on consulting engagements in Data Management, warehousing and reporting as well as Technology/Operations Strategy,Target Operating Models in existing accounts.

There is also the potential to take on the broader role of building and leading a team as we expand into Asia, but for now we have consulting opportunities in Australia and need strong candidates who can work with us independently.

The candidate will reside in Australia. We will not relocate for this position.

**All candidates who apply must have backgrounds in the Investment Management or Wealth Management industry. Must have worked for at least one large asset manager/owner/service provider and understand the culture of investments, functions, and asset classes.

Key responsibilities of the position:

  • Leading and contributing to the delivery of transformative consulting projects in the areas of:
  • Data management, analytics and governance
  • Technology and systems strategy, selection and implementation
  • Target operating model analysis and design
  • Lead multiple operational workstreams, preferably in the front/middle office
  • Exposure to multiple investment systems from implementation or support perspective
  • Digital client experience
  • Working with the business development team to help grow Cutter’s consulting revenue
  • Promoting the benefits Cutter Associates brings to the market

A successful candidate will possess the following traits:

  • Be authorized to work in Australia
  • Ability and willingness to travel, especially within Asia
  • Minimum of 10 years of experience working in the Securities industry, on the technology or operations side
  • Sollid understanding of investment technology, data management and processes
  • Strong understanding of the Australian market; experience related to asset owner (pension/public) “insourcing” would be a plus
  • Advanced project management and execution skills
  • Ability to work independently and be self-directed, while contributing to the global organization operations, and growth of Cutter Associates
  • Strong writing skills
  • Active listening and demonstrable organizational skills
  • Professional demeanor, integrity, energy, and enthusiasm
  • Proficient with MS Office applications: Word, PowerPoint, Excel

Send your resume and cover letter to

Business Analyst – SimCorp Dimension

Cutter Associates, LLC is seeking a Business Analyst with proven organizational, leadership and problem-solving experience to work with leading buy-side investment management and insurance clients. The Business Analyst’s primary objective is to assist our clients with the execution of their strategic initiatives within investment management technology and operations. Successful candidates will possess a variety of analysis techniques and proven experience in delivering projects on time and within budget.

Candidates can live anywhere in the continental U.S. Candidate should have at least five years of financial services business analysis experience and must possess the following functional and technical skill sets:

Functional Skills

  • Investment Accounting, Investment Operations and/or Data experience, preferably buy-side asset management
  • Understanding of fixed income markets; understanding of treasury operations is a plus
  • Detail oriented with experience performing complex reconciliation tasks and test scripts
  • Strong verbal and written communication skills, ability to communicate effectively across the organization to various audiences, both business and technical. Collaborative work approach.
  • Strong analytical skills to evaluate complex business processes, requirements and problems and formulate business and/or technical solutions – including utilization of data analysis as support
  • Experience in testing, migration and deploymentof investment business applications
  • Ability to share knowledge
  • Experience implementing SimCorp Dimension is a requirement

Technical Skills

  • Understanding of database architecture
  • Experience with data flow diagrams, swim lane diagrams, etc.
  • Microsoft Word, Microsoft Excel, Microsoft Visio


  • Bachelor’s degree or equivalent related work experience


This is a six month contract opportunity with the possibility of extension for a further 12-18 months. Travel is required.

Send your resume and cover letter to

Consultant (US)

Cutter Associates is looking to hire Consultants who have 5- 10 years of direct experience in technology solutions and operations within an asset manager or within the investment division of other financial services-type companies.

A successful candidate will have the following qualifications:

  • 5+ years of experience in investment management operations and technology in one or more of the following areas:
    • front-office to back-office processes or systems
    • system selection and implementation
    • data management, data warehousing, architecture, and reporting
    • trade generation, order management, trade communications, settlements, and portfolio accounting
  • Experience working with leading Order Management Solution and/or investment accounting vendor packages.
  • Experience working in an advisory capacity for operations and technology executives at asset management firms.
  • A passion for the financial services industry, and natural drive to perform high quality work for Cutter clients.

Candidates can live anywhere within the US and be available to travel approximately 50-70% of the time. There is opportunity for international work and travel.

If interested, please send resume to

Senior Business Analyst

Cutter Associates LLC is seeking a Senior Business Analyst for its growing Implementation Services practice.  The Business Analyst’s primary objective is to help our clients implement investment management technology solutions in a cost-effective way using a variety of analysis techniques and project delivery practices.

Candidates can either be based in the continental U.S. and should have should have at least five years of financial services business analysis experience with exposure to any of the following business processes within Investment Operations:

  • investment risk and exposure reporting
  • portfolio management and trading
  • compliance monitoring
  • confirmation/settlement and derivative servicing and/or
  • investment recordkeeping/accounting.


Familiarity with investment management vendor applications is desired (E.g. Aladdin, Bloomberg AIM, Charles River IMS, LineData, Eagle Star/Pace, Market EDM/Cadis, BI-SAM, SimCorp Dimension).

Candidates should have experience analyzing business processes, developing business and functional requirements, functional testing and working as part of both agile and non-agile software development teams.

Key Responsibilities:

  • Work with project technical and business leads to define business case, document statement of work and set key milestones.
  • Elicit and analyze requirements from project managers, traders, operations, data management and risk professionals using a variety of methods (interviews, process documentation, surveys, and workshops). Propose improvements to workflows, as appropriate.
  • Evaluate data requirements in support of the targeted business processes.
  • Develop detailed requirements and interface specifications using a variety of techniques (use cases, stories, data mappings, natural language, user interfaces designs, report specifications).
  • Articulate solution approaches to technology and business teams; participate in application design sessions.
  • Act as liaison between business and development teams; communicate effectively with all project stakeholders.
  • Develop test strategies, test plans and success criteria; work with technical teams to provide systems integration testing and business teams to provide user acceptance testing.
  • Develop training materials and conduct end-user training sessions.


Skills Requirements:

  • Strong analytical and project skills.
  • Solid track record of successfully working on project teams to understand, translate and validate business-oriented requirements.
  • Able to work independently as well as part of cross functional team.
  • Excellent verbal and written communication skills.
  • Knowledge of SQL and report writing tools is a plus.


Send your resume and cover letter to