About Allvue
We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We’re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you’re collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that’s revolutionizing the alternative investment industry. Define your own future with Allvue Systems!
Job Summary
This role is responsible for leading the implementation and configuration of financial software solutions to meet complex client business requirements. The position partners closely with clients to understand their operational and financial needs, translating those requirements into effective system configurations, integrations, and reporting solutions. The role collaborates cross-functionally with Business Analysts, Technical Solutions, QA, and Product teams, while leveraging advanced SQL expertise to design accurate, client-specific financial reports. It requires strong ownership, independent problem-solving, and the ability to mentor junior team members, all within a fast-paced, client-driven environment. The ideal candidate brings deep technical proficiency, strong communication skills, and significant experience in financial software implementations, with a solid understanding of financial concepts and industry practices.
Responsibilities
Requirements Gathering
- Lead requirements gathering sessions with clients, understanding business objectives and system functional and non-functional requirements.
- Create internal and client facing documentation to effectively communicate requirements, recommendations, and delivery plans.
- Understand the functional impact of various configuration options and offer recommendations.
- Effective communication of your insights and plans to cross-functional team members.
Implementation
- Configure product to meet business requirements using UI-based tools and SQL.
- Design and generate tailored reports leveraging advanced SQL query writing to meet specific client needs, ensuring accuracy and clarity in financial data analysis.
- Oversee end to end delivery by collaborating with project managers, solutions architects, technical engineers and quality assurance engineers.
- Provide product demonstrations as needed, both internally and externally.
- Lead or assist with client user training.
Team Leadership and Mentorship
- Foster a high-performing team environment through mentorship, coaching, and individual development plans.
- Assist team manager with team forecasting, project scoping, project staffing, and resource planning.
- Lead execution of internal initiatives aimed at driving organizational improvement and efficiency.
- Innovate solutions to enhance internal operations, project execution and client experience.
- Challenge the status quo through creativity and strategic action.
Client Health and Relationship Management
- Serve as the first point of contact for client health escalations related to current work on the team.
- Maintain strong client relationships by proactively addressing concerns and ensuring satisfaction with team deliverables.
- Identify new market opportunities and communicate this information to the Product team.
Requirements
- High level of attention to detail and commitment to quality
- Proficiency in SQL for complex query writing, data analysis, and troubleshooting
- Strong prioritization, time management, and organizational skills
- Excellent verbal and written communication abilities
- Demonstrated collaboration skills and ability to work cross-functionally
- Proven leadership and team mentorship capabilities
- Ability to manage client expectations and deliver high-quality professional services
- Ability to operate effectively in a fast-paced, dynamic environment
- Excellent problem-solving abilities
- Experience with project management methodologies (Agile, Scrum, or similar is a plus)
- Experience or familiarity with buy-side investments / fixed income / credit / private equity / CLO / debt
Education/Certifications
- Bachelor’s degree in an applicable field (e.g., Business, Computer Science, Information Systems, Analytics, or similar).
- 3+ years of experience in professional services, client delivery, or related field.
What We Offer
- Health Coverage options along with other voluntary benefits
- Enterprise Udemy membership with access to thousands of personal and professional development courses
- 401K with Company match up to 4% or Employee Pension plan
- Competitive pay and year-end bonus potential
- Flexible PTO
- Charitable Donation matching, along with Volunteer and Voting PTO
- Numerous team building activities to promote collaboration in a fun and fast-paced work environment
EEOC Statement
Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we don’t just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition, Allvue will provide reasonable accommodations for qualified individuals with disabilities.
