Investment Data Solution Architect

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead architectural and design initiatives in investment data transformation projects.

• Collaborate with business, operations, accounting, and technology stakeholders to establish future-state operating and data models.

• Create scalable investment data architectures that support workflows across front-, middle-, and back-office functions.

• Direct integration strategies among investment platforms, accounting systems, custodians, security masters, performance systems, and downstream reporting environments.

• Define and document business requirements, functional specifications, data flows, mappings, and transformation logic.

• Provide guidance to clients regarding investment data governance, reference data strategies, reconciliation processes, and platform rationalization.

• Assist with enterprise migrations and platform implementations, including systems like Eagle, SimCorp, Aladdin, CRD, and associated investment ecosystems.

• Serve as the strategic liaison between client business teams, architects, developers, vendors, and implementation partners.

• Conduct workshops, discovery sessions, and solution design discussions with senior client stakeholders.

• Evaluate implementation strategies and offer architectural guidance to development and engineering teams.

• Support proposal development, solution discussions, and initiatives aimed at growing the consulting practice when applicable.

⛳️ Requirements

• Over 10 years of experience in investment management technology, investment operations, investment accounting, or investment data consulting.

• In-depth understanding of investment management workflows across front-, middle-, and back-office functions.

• Extensive experience in investment data architecture, data modeling, and integration design.

• Experienced in supporting enterprise platform implementations, upgrades, migrations, or transformation initiatives.

• Strong knowledge of investment accounting, security master/reference data, performance measurement, reconciliation, and reporting workflows.

• Familiarity with platforms such as Eagle, SimCorp, Aladdin, CRD, Bloomberg, or other related investment systems.

• Capability to translate complex business requirements into scalable technical and operational solutions.

• Excellent consulting, stakeholder management, and client communication skills.

• Experience collaborating closely with engineering and development teams in an implementation environment.

• Strong documentation and solution design skills.

🏝️ Benefits

• Competitive salary with the potential for annual performance bonuses and profit-sharing opportunities.

• 401(k) matching (U.S.) or Superannuation contributions (Australia).

• A generous paid time off package that includes vacation days, sick leave, company holidays, and time off for volunteering.

• Comprehensive medical, dental, and vision insurance (U.S.), or regionally competitive coverage (U.K. and Australia).

• Long-term disability and life insurance fully funded by the company (U.S.).

• Flexible work model - fully remote with optional access to co-working spaces or offices.

• Opportunities for global collaboration and travel across North America, EMEA, and APAC.