Cutter Associates is seeking a skilled FinTech Editor to support the production of our Investment Operations and Technology research.  As content is originated by research analysts, the Editor will be responsible for reviewing the content and finalizing the production for online and hard-copy production.

Responsibilities include:

• Editing and production of all research reports and presentations related to Asset and Wealth Management technology, operations, and trends
• Development of Word and PowerPoint templates to standardize content development and styles; train others on their use
• Additional editing requests across all functions of the company as needs arise, such as:
  • Marketing communications
  • Widely-distributed emails
  • Sales proposals
  • Product tear sheets
  • Conference presentations

The successful candidate will have the following background/traits:

• Experience in technical writing in the financial services industry, preferably Asset or Wealth Management technology and operations
• Superior skills in MS Office and Adobe Suite
• Exceptional organizational skills and ability to multi-task and effectively drive projects forward in an aggressive deadline-driven environment
• Motivated and detail-oriented
• Excellent interpersonal and communication skills

Please send your resume and cover letter to kbanks@cutterassociates.com

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 employment@cutterassociates.com

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 employment@cutterassociates.com.

Cutter Associates is searching for an experienced, in-market Senior Director with prior consulting experience, who can play a lead role in developing a business plan for growth in Australia as we expand in the Asia/Pacific region. In addition, the Senior Director would assist our business development lead and Consulting Principal in developing and growing our consulting engagements in existing accounts. This position will also serve in a broader role as Cutter Associates Ambassador and business leader on the ground, including building and leading a team as we expand our Australia operations.

**All candidates who apply must have backgrounds in the Investment Management or Wealth Management industry. We will not relocate for this position. The candidate will ideally reside in Sydney or Melbourne.

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 been active in the Australian market for over four 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.

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
  • Operating model analysis and design
  • Digital client experience

• Working with the business development team to help grow Cutter’s consulting revenue
• With the executive team, collaborate to build a business plan for the growth of Cutter Australia
• Lead the-first-of-its-kind Cutter office opening in Australia
• Promoting the benefits Cutter Associates brings to the market

A successful candidate will possess the following traits:

• Ability and willingness to travel, especially within Australia and Asia
• Minimum of 10 years of experience working in the Investment Management industry, on the technology, operations, or distribution side and prior consulting experience is HIGHLY PREFERRED
• Solid understanding of investment technology, data management, investment operations and investment processes.
• Strong understanding of the Australian market; experience related to superfund organization and operations 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 presentation and public speaking skills
• Active listening and demonstrable organizational skills
• Professional demeanor, integrity, energy, and enthusiasm

Send your resume and cover letter to kbanks@cutterassociates.com

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
• Solid 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 employment@cutterassociates.com

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 employment@cutterassociates.com

Cutter Associates is seeking a Senior Research Analyst to become an integral part of our Research and Benchmarking Team, which keeps asset & wealth management firms up to speed with the most current information on investment systems, operations, strategy, and industry best practices.

This research position focuses on the trends, tools, and technologies in the wealth management space. Responsibilities include developing compelling research and benchmarking studies on a variety of topics related to wealth management operations and technology and communicating analysis and trends in written reports, presentations, and client interactions.

*We are looking specifically for candidates who have been successful in Research Analyst positions in their careers.  Not financial investment research but conducting research about investment operations and technology.

Key responsibilities of the position include the following:

• Interface with software vendors, industry experts, and senior operations and IT staff of leading wealth management firms.
• Produce in-depth, high-quality research and benchmarking reports on a broad set of topics related to wealth management systems and operations.
• Create and deliver presentations at Cutter conferences and 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:

• Minimum 10 years of experience in the wealth management industry, either as a research analyst, Wealth Management Operations/Technology practitioner or as a vendor/service provider of wealth management solutions
• 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 wealth management firms in today’s world
• Strong familiarity with the end-to-end wealth management value chain, as well as the supporting business processes and technology platforms/infrastructure
• Expertise in one or more wealth management disciplines (ex: Financial Planning, Portfolio Management, Trading/Rebalancing, Risk Assessment, CRM, Client Onboarding)
• Strong familiarity with industry trends, challenges, and best practices for wealth 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 the wealth management discipline
• Exceptional organizational skills and abilities 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
• Proven, strong presentation and interpersonal skills
• Ability to travel as required (< 20%)