Cutter Associates is looking to hire a Graphic Designer with 5+ years of design experience.

Cutter Associates is a research and consulting firm specializing in serving asset and wealth managers. Based in Rockland, MA, we serve over 200 firms around the world and have offices in London and Sydney.

A successful candidate will have the following qualifications:

• Strong print and digital graphic design skills, 5+ years of experience
• In-depth knowledge of Adobe Photoshop, Illustrator, InDesign and other graphic design software
• Creative and analytical skills
• Excellent eye for detail
• Experience in designing corporate Marketing and Sales collateral. (Financial services design experience is a plus).
• A passion for design, and a drive to perform high quality work
• Ability to graphically conceptualize technical information and materials
• Ability to work in a fast-paced environment and meet aggressive deadlines
• Website design experience a plus
• Compelling portfolio of work
• Bachelor’s degree in graphic design, arts or equivalent experience

Key responsibilities of the position include the following:

• Successfully conceptualize and complete design projects that uphold and promote the Cutter brand, including:
  • Report covers and templates
  • Sales tear sheets
  • Infographics
  • Digital design elements for social media and website
• Take direction from, and collaborate with the Marketing Director, as well as Consulting Managers and Research Analysts
• Maintain technical design knowledge by attending design workshops; reviewing professional publications; and participating in professional societies

Hours and location:

This position can work remotely or in our Rockland office, with ability to meet in the Rockland office, as needed. Flexible hours, approximately 30 hours/week initially, with the potential for full-time.

If interested, please send resume 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 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 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, Data Governance, 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, governance, 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

Experience with Markit EMD and or similar data management tools

TOAD or ERWIN or similar technical data tools

Prior consuting experience is highly prefered

Strong understanding of the Australian market; experience related to asset owner (pension/public) “insourcing” would be a plus

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

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