Implementation Analyst

Company: Hazeltree Fund Services Inc.

Job Title: Implementation - Analyst

Location: New York

Job Type: Full-Time (In-Person, 5 days a week in the office)

Reports To: Implementation Project Manager

About Hazeltree Fund Services Inc.

Hazeltree is a leading provider of integrated treasury management solutions and services for investment managers, hedge funds, and asset managers. Our innovative platform offers cash management, liquidity management, collateral optimization, and margin management tools, enabling clients to enhance operational efficiency, reduce risks, and improve returns. With a global presence, Hazeltree is committed to delivering exceptional value and cutting-edge technology solutions to the financial services industry.

Job Overview

We are seeking an Implementation Associate to join our team. In this role, you will assist implementation project managers in the successful delivery of client implementation projects, ensuring that they are completed on time and within the defined scope and budget. You will work alongside cross-functional teams to help configure specific areas within the Hazeltree application as required throughout the project. Your responsibilities will include participating in client discovery sessions, understanding and translating client requirements, attending status update meetings, coordinating internal teams on specific deliverables, and helping to resolve any product gaps or enhancement requests related to your projects. You will collaborate closely with the Client Success Managers, data connectivity and data services teams, as well as the support team. Role is in office in New York City. The salary range for this role is 60-70K base plus bonus.

Key Responsibilities

• Project Management:
• Serve as supporting point of contact for implementation project managers.
• Assist with updating and maintaining detailed project plans and coordination of partner meetings, setting agendas, recording and distributing minutes.
• Demonstrate strong project management capabilities by driving coordination of underlying implementation activities, including core application configurations, data ingestion setup, workflow configuration, and ongoing support.
• Participate in client-facing meetings and communications across various organizational levels, including executives, project leads, and operational teams.
• Subject Matter Expertise:
• Demonstrate understanding of financial instruments (specifically cash and cash equivalents) and operational processes related to cash/treasury management and be familiar with financial workflows related to treasury management.
• Understanding of financial institutions and account types/structures (banks, prime brokers, custodians, ISDA counterparties, credit facilities, etc.); ability to oversee data connectivity requirements and work with data connectivity team to source client data.
• Deliver support to Implementation project managers on key activities related to application configurations.
• Serve as additional point of contact for client directed inquiries, addressing issues where possible, and escalating to Implementation project managers when needed.
• Cross-Functional Collaboration:
• Participate in collaborative efforts with Product Development, Engineering, and other internal teams to enhance product functionality for client onboarding and growth.
• On-site support:
• Flexibility to travel, as needed, to support clients across different regions.

Qualifications

• Education:
• Bachelor’s degree in finance, technology, or related field.
• Master’s degree is a plus.
• Experience:
• 1-3 years of experience in a client-facing role within the tech industry, with a focus on project management and consulting.
• Experience developing cross-team processes and documentation with meticulous attention to detail.
• Experience working with hedge funds and private equity firms is highly desirable.
• Skills and Competencies:
• Technical proficiency to quickly grasp new concepts, build product knowledge, and translate requirements for product development.
• Highly organized with strong multitasking abilities, capable of prioritizing competing projects and timelines effectively.
• Excellent verbal and written communication skills for both internal and client-facing interactions, with the ability to convey technical information to diverse audiences.
• Proven problem-solving skills with the ability to identify and address flawed processes and implement scalable solutions.

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with company match.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.