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Trusted.

We build our reputation on integrity. And that starts with the quality of our people.

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Independent.

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

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Curious.

We adapt and innovate because of our desire to know more, and be on the cutting edge.

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Collaborative.

We succeed together.

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Respectful.

We respect each other and our business partners.

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Clever.

We get it.

Cutter Associates’ Values

We're proud of the friendly, collegial and congenial working environment where our values are always front of mind.

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 opportunity to bring their full selves to work. We are a family-friendly corporation offering flexible schedules, business casual dress, and an open working environment.

Current Openings

Consultant (US)

Consultant (US)

Cutter Associates is looking to hire Consultants who have 2 - 5 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:

  • 2+ 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

Senior Consultant (US)

Senior Consultant (US)

Cutter Associates is looking to hire Senior Consultants who have 5 -10 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:

  • 5 - 10 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 employment@cutterassociates.com

Senior Consultant - Investment Management & Superannuation Operations and Technology (Australia)

Senior Consultant - Investment Management & Superannuation Operations and Technology (Australia)

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 employment@cutterassociates.com

Senior Business Analyst (US)

Senior Business Analyst (US)

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 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

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.