Senior Consultant, Back Office

Ridge Line Services

San Ramon, CA

JOB DETAILS
SKILLS
Agile Programming Methodologies, Application Programming Interface (API), Communication Skills, Consulting, Customer Relations, Data Migration, Identify Issues, Investment Management, Multitasking, Portfolio Accounting, Product Engineering, Reconciliation, Software as a Service (SaaS), Systems Administration/Management, Willing to Travel
LOCATION
San Ramon, CA
POSTED
Today

Senior Back Office Consultant with 4+ years of experience in investment management software implementation, specializing in portfolio accounting, reconciliation, and investment workflows.
Thrive in client-facing roles, designing and deploying end-to-end solutions across the investment lifecycle, including data migration and system configuration.
Collaborate with stakeholders, product, and engineering teams to optimize workflows, troubleshoot issues, and gather feedback for product enhancements.
Strong communication skills, technical curiosity, and ability to manage multiple priorities independently are essential.
Knowledge of asset classes, SaaS implementations, APIs, and Agile practices is a plus.
Travel up to 20% required. The role offers competitive salary, stock options, and benefits, with opportunities for growth and impactful work in a dynamic, innovative environment.

About the Company

R

Ridge Line Services