Cutter Associates LLC seeking a Senior Research Analyst, in Europe, to be an integral part of the Global Investment Management Research and Benchmarking Team.  Only candidates with Investment Management, Technology and Operations experience, will be reviewed and considered for this position.

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 LLC is seeking a Business Analysts with strong performance expertise to work on a contract basis for the next 18 months to 24 months to support one of our clients. The Business Analyst’s primary objective is to help our clients implement performance technology solutions in a cost-effective way using a variety of analysis techniques and project delivery practices.

Candidates should be based in the continental U.S. and be available to travel approximately 50-70% of the time.

A successful candidate will have the following qualifications:

• At least 3-5 years of experience in buy-side institutional performance measurement
• Strong knowledge of fixed income markets
• Experience with Eagle Performance
• Additional experience investment operations and technology in one or more of the following areas is a plus:
  • investment recordkeeping/accounting
  • data management and instrument engineering

Experience / Skills Requirements:

• Able to define performance requirements and analyze and validate performance results for multiple flavors of institutional performance
• Solid track record of successfully working on project teams to understand, translate and validate business-oriented requirements, perform complex testing and reconciliations, migrate and deploy middle or back office business applications.
• Support business process and technical solution designs with data analysis
• Able to use SQL for analyzing data
• Able to work independently as well as part of cross functional team.
• Structured, disciplined approach to work and time management, with attention to detail
• Excellent verbal and written communication skills.

Key Responsibilities:

• Lead workstream of performance analysts and technical resources acting as a performance Subject Matter Expert
• Design and document end to end business processes, data requirements and technology solutions that improve business systems and processes.
• Review and evaluate the Eagle proposed designs, configuration and workflow for suitability to accommodate client specific business requirements
• Develop and execute test strategies, test plans and success criteria; assist and/or coordinate systems integration and user acceptance testing, supporting client users and ensuring issues are resolved in a timely and appropriate manner.
• Prepare migration plans, support migration and deployment including data conversion
• Develop training materials and conduct end-user training sessions.
• Provide post-implementation support to client as they develop internal capabilities
• Collaborate and communicate effectively with industry experts and project stakeholders including Cutter staff, software vendors, technical and business teams and senior management.

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 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