Cutter Associates LLC seeking a Senior Research Analyst, in Europe, to be an integral part of our Global Investment Management Research and Benchmarking Team.  Only candidates with Investment Management, Technology and Operations experience, will be reviewed and considered for this position. Candidates can reside in the UK or anywhere in Europe, and the work is all remote besides for traveling (when safe) to our research conferences (TBD).

If you have experience working with process and technology in front-to-back office investment processing at asset management firms or at vendors providing services and technology, this could be a great career move for you! This is an exciting opportunity to join the team that helps asset management firms stay up to speed with the most current information on front-to-back office investment management systems, operational processes, and industry best practices.

*Please note this position is NOT for an Investment Research Analyst/CFA responsible for researching and analyzing companies for investment opportunities. This position is for a candidate who performs research on technology and operational topics within the investment management business.

The Senior Research Analyst will develop compelling research and benchmark studies on a variety of topics related to the latest trends in asset management operations and technology, and communicate the findings via written reports, presentations at Cutter conferences (and on virtual conferences), and direct interactions with clients. Key responsibilities include the following:

Key Responsibilities: 

• 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

Experience / Skills Requirements:

• 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
• Data Management and data analytics experience is highly preferred
• 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)

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

Cutter Associates is seeking a Senior Research Analyst, with a specialization in Wealth Management, to become an integral part of our Global Research and Benchmarking Team.  Our Research Team keeps asset and wealth management firms informed with the most current trends, and information on investment systems, wealth management platforms, 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 ideally looking for candidates who have been successful in Research Analyst positions in their careers.  This position is NOT about specific financial investments research, but rather focuses on conducting research about investment and wealth management operations and technology. This is a remote position so candidates can be from anywhere in North America.

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 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%)

Please send resumes 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 looking to hire Senior Consultants who have 10-15+ years of direct experience in technology solutions and operations within an asset manager, within the investment division of other financial services companies and or at a wealth manager.

Cutter Associates supports investment management, wealth management and Public Fund & Pension 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, in London and in Sydney.

A successful candidate will have the following qualifications:

• 10-15+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 with systems such as Eagle, SimCorp and Aladdin
  • data management, data warehousing, architecture, and reporting (Markit EDM preferable)
  • trade generation, order management, trade communications, settlements, and portfolio accounting
  • client facing; distribution, marketing, client service, consultant relations, product development and client reporting functions with systems such as Seismic, Vermillion and Couric
• 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.

Key responsibilities of the position include the following:

• 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
• Define 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
• Create a roadmap for the implementation of the future state
• Perform vendor selection and searches for specific technology and data systems where appropriate
• Implement data governance for Client, Account, and Product data domains; design business nomenclature, taxonomy, and business glossaries
• Prepare clients for implementation of client facing technology (e.g. Workflow redesign, creation of user journeys, client website functionality, client service portal design)
• Proactively manage communications with the client during a project
• Manage a small team and/or own work efforts
• Interface with software vendors, industry experts, and senior management and distribution IT staff of leading asset management firms
• 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

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 kbanks@cutterassociates.com

Cutter Associates is searching for an experienced, in-market Senior Consultant with deep knowledge of the investment management end to end workflow, 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 Operating Model Design, Front, Middle & Back Office solutions & sourcing, implementation support 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. Cutter supports Investment Managers & Superannuation clients to define and execute on transformational programs to address existing challenges and future proof their business. 

Having been active in the Australian market for two plus years, Cutter has seen a quick uptake in its services by the market’s largest firms, with further demand being initiated by those clients. We recently opened an office in Sydney to continue building the local business to meet client needs.

As part of this role, the Senior Consultant would execute on consulting engagements covering Investment Operating Model design, System or Service Provider Selection, Project Management to support Implementation of systems or service providers as well as Data Management, and Data warehousing 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 (Tech or Operations) 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 Senior Consultant role include the following but are not limited to:

• Supporting the role off Business Analyst including:
  • Writing strong business requirements definition and process flow documentation within investment management and super
  • Exemplifying solid engagement skills
  • Understanding of Superannuation and Investment management covering:
    • Fund structures
    • Asset Classes
    • Broad coverage of financial instruments
    • Member cash flows and registry workflow
    • Custody & Administration and Middle office
  • Understanding of key functions preferred covering:  cash & rebalancing, unit pricing, cash receipts / payment and alternative asset support
  • Work within an agile methodology environment
  • Understanding of key systems such as PMS/OMS, and data warehouse in the investment operating model
• Leading and contributing to the delivery of transformative consulting projects in the areas of:
• Target operating model analysis and design
• Technology and systems strategy, selection and implementation
• Service Provider (Custodian, Registry) selection and implementation
• Provide subject matter expertise to lead workstreams, preferably in the front/middle/back office
• Exposure to multiple investment systems from implementation or support perspective
• Data management, analytics and governance
• 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 financial services industry, within middle or back office operations or technology
• Solid understanding of investment management and superannuation end to end workflows
• Strong understanding of the Australian market including key regulations impacting investment management and superannuation industry; experience related to asset owner (pension/public) “insourcing investment management” would be a plus
• Strong business analysis or 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 kbanks@cutterassociates.com. Thank you for your interest!

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