Grow at Cutter Associates.

Job Description

Cutter Associates supports the global investment management industry by combining three complementary services: Consulting, Research, and Benchmarking. We have ongoing relationships with hundreds of asset managers, asset owners, and asset servicers. Cutter currently has offices in Boston, London, and Sydney; we are growing!

We are looking for Investment Performance and Analytics candidates who will work with us in a project contract capacity. We are looking for people who are passionate about our industry and want to help consulting teams deliver engagements globally. As a Senior Performance and Attribution contractor, you will have five years or more of experience within an asset manager or asset owner. With that knowledge and experience, you will provide subject matter expertise on consulting engagements in performance, attribution, and analytics. You will be a member of a consulting team while executing consulting services.

You will work as part of a project team with onboarding data into FactSet Performance, validating data and results and creating extracts and reports in FactSet. The individual should also recommend adopting best practices and alternative solutions when appropriate. Project management and business analysis skills will be required.

You can live anywhere in the US as all of the work will be remote.

Qualifications

You will have five to ten years or more experience in investment management. Prior consulting experience is preferred. You will have been a business analyst or a team member on a performance and attribution team within the investment management industry:

You will have the following skills:

• Project management and business analysis.
• Experience as a performance and attribution analyst
• Experience working with FactSet PA, building extracts and reports
• Hands-on experience with FactSet PA
• Have strong communication and interpersonal skills.
• Be experienced with requirements analysis and process improvement.
• Be able to read an audience and diagnose a situation.
• Have a structured, disciplined approach to work and time management, with attention to detail.
• Be able to create high-quality client deliverables using MS Office Suite

Responsibilities

You will be responsible for the following:

• Successfully complete client projects by meeting client goals, timelines, and budget requirements.
• Assist with the collection and documentation of business requirements, including the data, component, and template specifications.
• Lead efforts to migrate data between legacy and future state performance systems including validation of data.
• Configure the vendor system based on the approved specifications. This will include such things as:
  • Setting up the application for use.
  • Transforming report-ready data to be used within the application.
  • Structuring qualitative data for optimal use and maintenance within the application.
  • Designing reporting objects and templates
  • Developing custom functionality, if applicable.
  • Creating workflows to meet the client’s needs.
  • Configuring translations, and other client-specific requirements.
• Coordinate and execute testing including Unit, UAT and Production Parallel.
• Aid with go-live and BCP testing efforts as requested.
• Advise client on the adherence to industry best practices.
• Provide appropriate feedback to the vendor regarding application issues or areas of concern.
• Provide system, industry, and best practice expertise.
• Assist with the client knowledge transfer, including the preparation of documentation.
• Maintain current application and industry knowledge.

Our Culture

Working at Cutter, you can grow your career, develop professionally, and experience the satisfaction of helping our clients reach their goals.

• Flexible work locations/ ‘See the World’ – Live anywhere within the US, EMEA, or Australia with opportunities to travel internationally.
• Learning environment – Continuously learn and develop from one another while collaborating on teams and in various communities fostered throughout Cutter and client environments.
• Diversity – Committed to a nondiscriminatory approach and work to provide equal opportunity for employment, development, and advancement.
• Collaborative − we value relationships and succeed together​.

Apply

Please send your resume and cover letter to [email protected]. We look forward to meeting you.

Job Description

Cutter Associates supports the global investment management industry by combining three complementary services: Consulting, Research, and Benchmarking. We have ongoing relationships with hundreds of asset managers, asset owners, and asset servicers. Cutter currently has offices in Boston, London, and Sydney; we are growing!

We are looking for Senior Client Reporting candidates who will work with us in a project contract capacity. We are looking for people who are passionate about our industry and want to help consulting teams deliver engagements globally. As a Senior Client Reporting contractor, you will have five years or more of experience within an asset manager or asset owner. With that knowledge and experience, you will provide subject matter expertise on consulting engagements in client reporting setup, configuration, and building of components and templates. You will be a member of a consulting team while executing consulting services.

You will work on a project team to implement a vendor-client reporting solution based on the client’s specifications. This will include structuring report-ready data, configuration of report templates, report components, data objects, and branding. The individual should also recommend adopting best practices and alternative solutions when appropriate. Project management and business analysis skills will be required, along with some technical expertise (ex. SQL, python, VBA, java). The technical expertise will depend on the solution being implemented, but it might also be sourced from another resource.

You can live anywhere in the US as all of the work will be remote.

Qualifications

You will have five to ten years or more experience in investment management. Prior consulting experience is preferred. You will have been a business analyst or a team member on a client reporting team within the investment management industry:

You will have the following skills:

• Project management and business analysis.
• Hands-on experience with one of the following applications
  • FactSet Vermillion Reporting Solutions (VRS) hands-on configuration and component/template authoring
  • Assette hands-on experience building data blocks, data objects, and component/template authoring
  • SimCorp Client Communications (Coric) hands-on experience of component/template authoring
• Have strong communication and interpersonal skills.
• Be experienced with requirements analysis and process improvement.
• Be able to read an audience and diagnose a situation.
• Have a structured, disciplined approach to work and time management, with attention to detail.
• Be able to create high-quality client deliverables using MS Office Suite

Responsibilities

You will be responsible for the following:

• Successfully complete client projects by meeting client goals, timelines, and budget requirements.
• Assist with the collection and documentation of business requirements, including the data, component, and template specifications.
• Configure the vendor system based on the approved specifications. This will include such things as:
  • Setting up the application for use.
  • Transforming report-ready data to be used within the application.
  • Structuring qualitative data for optimal use and maintenance within the application.
  • Designing reporting objects and templates
  • Developing custom functionality, if applicable.
  • Creating workflows to meet the client’s needs.
  • Configuring translations, and other client-specific requirements.
• Complete unit testing prior to user acceptance testing (UAT).
• Assist the client with UAT. Aid with go-live and BCP testing efforts as requested.
• Advise client on the adherence to industry best practices.
• Provide appropriate feedback to the vendor regarding application issues or areas of concern.
• Provide system, industry, and best practice expertise.
• Assist with the client knowledge transfer, including the preparation of documentation.
• Maintain current application and industry knowledge.

Our Culture

Working at Cutter, you can grow your career, develop professionally, and experience the satisfaction of helping our clients reach their goals.

• Flexible work locations/ ‘See the World’ – Live anywhere within the US, EMEA, or Australia with opportunities to travel internationally.
• Learning environment – Continuously learn and develop from one another while collaborating on teams and in various communities fostered throughout Cutter and client environments.
• Diversity – Committed to a nondiscriminatory approach and work to provide equal opportunity for employment, development, and advancement.
• Collaborative − we value relationships and succeed together​.

Apply

Please send your resume and cover letter to [email protected]. We look forward to meeting you.

Job Description

Cutter Associates supports the global investment management industry by combining three complementary services: Consulting, Research, and Benchmarking. We have ongoing relationships with hundreds of asset managers, asset owners, and asset servicers. Cutter currently has offices in Boston, London, and Sydney, expanding into Asia.

We are currently looking for Senior Consultants and Director level Consultants with permanent residence or work permits for Asia who are passionate about this industry and want to join a dynamic consulting team to deliver consulting engagements within the region such as Singapore, Malaysia and Hong Kong. As a Senior Consultant, you will have six-plus years of experience within an asset manager, asset owner or wealth firms. With that knowledge and experience, you will provide subject matter expertise or business analysis on consulting engagements in a specific functional area. You will be a member of a consulting team while executing consulting services.

Qualifications

You will have six years or more experience in investment management. Prior consulting experience is preferred. You will have been a business analyst or a team member in one or more of the following areas: and as a Director you will have 10 years of experience in the industry and have been a project manager or a team lead in a department in one or more of the following areas:

• Front-office processes and systems that help with trade generation, order management, trade communications, portfolio management, exposure management and research management.
• Operations processes and systems such as trade settlement, collateral management, derivative management, corporate actions, reconciliations, cash management and portfolio accounting.
• System selection and optimal sourcing approaches leveraging service providers or vendor managed services
• Investment Performance and Risk processes and systems that help with performance measurement, asset class specific and multi- asset attribution, risk measurement, and GIPs reporting.
• Data management, governance, architecture, and data analytics reporting supporting investment management using systems such as Snowflake, Data warehouses, Service Provider data solutions and BI Tools.
• Enterprise Risk Management and Compliance processes such as compliance, proxy voting, and vendor management.

You will have the following skills:

• Have project management skills; be able to lead the work of others.
• Have strong communication and interpersonal skills, with a demonstrated ability to manage small teams.
• Be experienced with requirements analysis and process improvement; can propose innovative yet pragmatic solutions.
• Be able to read an audience, diagnose a situation, and be persuasive.
• Have a structured, disciplined approach to work and time management, with attention to detail.
• Be able to create high-quality client deliverables using MS Office Suite.

Responsibilities

Responsibilities may include the following for Senior Consultants;

• Act as an expert in multiple systems and functional areas.
• Successfully complete projects by meeting client goals, timelines, and budget requirements.
• Support delivery of vendor selection and searches for systems and services where appropriate.
• Assist with implementing data governance for data domains; design business nomenclature, taxonomy, and business glossaries.
• Work within client implementation teams as a subject matter expert and business analyst to define business requirements and workflows, support testing and solution refinement, document processes and procedures etc.
• Work within client implementation teams as a project manager to lead the delivery of systems and/or transition to a new service provider. Provide project oversight, governance, stakeholder / vendor management and reporting to monitor delivery to business objectives.
• Work within client delivery teams as solution architect, developer or data integration specialist to implement solutions or service providers into the clients ecosystem

Responsibilities may include the following for Directors;

• Act as an expert in multiple systems and functional areas.
• Interface with and may maintain ongoing relationships with client team leads.
• Successfully complete projects by meeting client goals, timelines, and budget requirements.
• Perform vendor selection and searches for systems and services where appropriate.
• Assist with implementing data governance for data domains; design business nomenclature, taxonomy, and business glossaries.
• Able to lead small projects.
• Work within client implementation teams as a subject matter expert and business analyst to define business requirements and workflows, support testing and solution refinement, document processes and procedures etc.
• Work within client implementation teams as a project or program manager to lead the delivery of systems and/or transition to a new service provider. Provide project oversight, governance, stakeholder / vendor management and reporting to monitor delivery to business objectives.
• Work within client delivery teams as solution architect, developer or data integration specialist to implement solutions or service providers into the clients ecosystem
• Gather, analyze, and document the current state organizational structure, business processes, data, and technology architectures using a variety of methods (documentation, interviews, surveys, workshops) to identify their issues and challenges.
• Participate in workshops to design new business processes, change organizational models, gather data requirements, and define technology architecture to improve business functions.
• Help create a roadmap for the implementation of a future state; develop change management approaches and plans as appropriate.

Our Culture

Working at Cutter, you can grow your career, develop professionally, and experience the satisfaction of helping our clients reach their goals.

In addition to competitive compensation and comprehensive benefits, Cutter’s culture supports work-life balance and the modern-day employee.

• Flexible work locations/ ‘See the World’ – Live anywhere within the US, EMEA, or APAC with opportunities to travel internationally.
• Learning environment – Continuously learn and develop from one another while collaborating on teams and in various communities fostered throughout Cutter and client environments. We also help you design your own comprehensive learning and development strategies.
• Diversity – Committed to a nondiscriminatory approach and work to provide equal opportunity for employment, development, and advancement.
• Collaborative − we value relationships and succeed together​.

Apply

Please send your resume and cover letter to [email protected]. We look forward to meeting you.

Job Description

Cutter Associates supports the global investment management industry by combining three complementary services: Consulting, Research, and Benchmarking. We have ongoing relationships with hundreds of asset managers, asset owners, and asset servicers. Cutter currently has offices in Boston, London, and Sydney; we are growing!

We are looking for Senior Directors, in Europe, who are passionate about this industry and want to join a consulting team to deliver engagements globally. As a Senior Director, you will have fifteen years or more of experience within an asset manager or asset owner. With that knowledge and experience, you will provide subject matter expertise, project management, and program management on consulting engagements in a specific functional area. You will lead and manage large and small projects and mentor teams of consultants.

You will also provide subject matter expertise on topics with our Knowledge Groups and our Research (Benchmarking) Team. You may be asked to present at research meetings, community meetings, and forums. You will assist with developing proposals, sales collateral, and pre-sales presentations as needed.

Qualifications

You will have fifteen years or more experience in investment management. Prior consulting experience is preferred. You will have been a program manager, project manager, or head of a department in one or more of the following areas:

• Front-office processes and systems that help with trade generation, order management, trade communications, portfolio management, and research management.
• Operations processes and systems such as trade settlement, collateral management, derivative management, and portfolio accounting.
• System selection and implementation with front-to-back systems such as BRS
  Aladdin and State Street Alpha.
• Investment Performance and Risk processes and systems that help with performance measurement, attribution, risk measurement, and GIPs reporting.
• Data management, governance, architecture, and data analytics reporting supporting investment management using systems such as Snowflake, Markit EDM, and BI Tools.
• Client-Facing processes and systems supporting distribution, marketing, client service, consultant relations, product development, client/account/product/employee masters, and client reporting functions.
• Enterprise Risk Management and Compliance processes such as compliance, proxy voting, and vendor management.

You will have the following skills:

• Have program/project management skills; be able to lead the work of others.
• Have strong communication and interpersonal skills, with a demonstrated ability to manage teams and complex programs.
• Be experienced with requirements analysis and process improvement; have the ability to propose innovative yet pragmatic solutions.
• Be able to read an audience, diagnose a situation, be persuasive, gain the confidence and respect of senior-level executives, handle conflict, and negotiate with the client.
• Have a structured, disciplined approach to work and time management, with attention to detail.
• Be able to create high-quality client deliverables using MS Office Suite.

Responsibilities

You will be responsible for the following:

• Act as an expert in multiple systems and functional areas.
• Able to lead large programs or be leveraged across multiple projects simultaneously.
• Interface with and maintain ongoing relationships with executive management.
• Successfully complete projects by meeting client goals, timelines, and budget requirements.
• Gather, analyze, and document the current state organizational structure, business processes, data, and technology architectures using a variety of methods (documentation, interviews, surveys, workshops) to identify their issues and challenges.
• Lead workshops to design new business processes, change organizational models, gather data requirements, and define technology architecture to improve business functions.
• Create a roadmap for the implementation of a future state; develop change management approaches and plans as appropriate.
• Perform vendor selection and searches for systems and services where appropriate.
• Implement data governance for 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).
• Interface with software vendors, industry experts, senior management, and distribution IT staff of leading asset management firms.
• Collaborate and guide Cutter Knowledge Groups and Cutter Research with the production of in-depth, high-quality research and benchmarking reports, content for articles, newsletters, and whitepapers, and speak where appropriate on Cutter webcast events.

Our Culture

Working at Cutter, you can grow your career, develop professionally, and experience the satisfaction of helping our clients reach their goals.

In addition to competitive compensation and comprehensive benefits, Cutter’s culture supports work-life balance and the modern-day employee.

• Flexible work locations/‘See the World’ – Live anywhere within the US, EMEA, or Australia with opportunities to travel internationally.
• Learning environment – Continuously learn and develop from one another while collaborating on teams and in various communities fostered throughout Cutter and client environments. We also help you design your own comprehensive learning and development strategies.
• Diversity – Committed to a nondiscriminatory approach and work to provide equal opportunity for employment, development, and advancement.
• Collaborative − we value relationships and succeed together​.

Apply

Please send your cv and cover letter to [email protected]. We look forward to meeting you.

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.

Send your resume and cover letter to [email protected]

Cutter Associates is seeking Senior Consultants in Europe, to be an integral part of our Global Investment Management consulting practice. Only candidates with Investment Management, Technology and Operations experience, will be reviewed and considered for these roles. Candidates can reside in the UK or anywhere in Europe, and the work is all remote besides for traveling (when safe). We are primarily looking for independent contractors who can fill multiple consulting projects now and in the future.

If you have experience working with front-to-back office investment processing, operations, technology, and operating model design work at asset management firms or at vendors (providing services and technology), then this could be a great fit! We are looking for candidates at all different skill levels and years of experience. This is a very good time and opportunity to break into consulting, whether you have been thinking about doing so or not. If you have an interested in learning more how your background and experience could apply, or just looking for more general information and or willing to explore the possibilities, we’d love to hear from you!

We are at an exciting inflection point in time and transformation in the world and specifically within our industry. Clients are looking toward consultancies for support which includes, excellent communication skills and expertise, as their businesses are going through rapid change. They want to remain on or in front of the curve within the industry, therefore, Cutter’s services are in demand! Again, this is an excellent time and opportunity to join a growing global consulting (and research) team that provides operations and technology expertise, and best practices to asset management and wealth management firms throughout the world.

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.

Responsibilities are as follows:

• Gathering, analyzing and documenting current state business processes, data and technology architecture using a variety of methods (interviews, process documentation, surveys, and workshops).

• Participation in design sessions; design and document end to end business process, data requirements and technology solutions that improve business systems and processes.

• Developing detailed requirements and functional specifications using a variety of techniques (use cases, stories, data mappings, business process mapping, natural language, report specifications).

• Developing test strategies, test plans and success criteria; assist and/or coordinating systems integration and user acceptance testing, ensuring issues are resolved in a timely and appropriate manner.

• Developing training materials and conduct end-user training sessions.

• Managing projects; create project artifacts, manage issues, risks, resources and project tasks and facilitating stakeholder decision making.

• Collaborating and communicating effectively with industry experts and project stakeholders including software vendors, technical and business teams and senior management.

• Collaborating and assisting 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

A successful candidate will have the following qualifications:

• At least 5 years of experience in investment management operations and technology in one or more of the following areas:
  • portfolio management and trading
  • compliance monitoring
  • investment risk and exposure reporting
  • confirmation/settlement and derivative servicing
  • outsourcing
  • investment recordkeeping/accounting
  • institutional and retail performance reporting and attribution
  • data management, instrument engineering, data architecture and data analytics
  • distribution, marketing, client service, consultant relations, product development and client reporting
• Experience working with investment management vendor applications is highly preferred (i.e. Aladdin, IHS Markit EDM, Charles River IMS, Factset B-One/Vermillion, Eagle Data Management/Performance/Accounting, SimCorp Dimension/Coric, Seismic).
• Experience analyzing and mapping business processes, developing business and functional requirements, functional testing and working as part of implementation teams.

Additional Experience / Skills Requirements:

• Able to analyze requirements and problems and to propose innovative yet pragmatic solutions
• 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.
• Structured, disciplined approach to work and time management, with attention to detail
• Excellent verbal and written communication skills.
• Able to use SQL for analyzing data is a plus
• Knowledge of report writing tools is a plus.

Please send your resume and cover letter to [email protected]