Implementation Consultant

OSTTRA • Dallas, TX

8d • $61,000 - $76,500

About The Position

About the Role: Grade Level (for internal use): 08 The Team: S&P Market Intelligence’s Private Markets division empowers a diverse spectrum of private equity and venture capital firms to control their data and drive internal analytics and insights more effectively. Whether it is for portfolio analytics, valuations, investor reporting, or on-demand insight into operating metrics of a specific asset, this team is at the forefront of the FinTech space. The Private Markets Implementation team is looking for individuals who are passionate about delivering best in class software solutions to the world’s most demanding, high-profile Private Markets clients. You will work in a start-up like an environment that in all is incredibly dynamic, fast-paced, and will allow you to gain an unmatched exposure and skill set. Our cloud-based portfolio monitoring solution helps automate data collection, create a single source of truth, and helps our private equity clients enable portfolio analytics and reporting capabilities. You will be responsible for end-to-end implementation of our industry-leading portfolio management solution, working closely with CFOs, COOs, Finance and Deal Team members of our Private Markets clients.

Requirements

• Proficiency in Microsoft Suite
• Experience working directly with clients
• Understanding of or willing to learn financial reporting and operating statement analysis
• Collaborative attitude, excelling in working cross-functionally with diverse personalities
• Intellectual curiosity and inquisitiveness
• Excellent communication skills and comfort in driving discussions and presentations with senior leadership
• Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.

Nice To Haves

• Degree in relevant field
• 2+ yrs. experience in software, financial services vendor or tech/ management consulting services

Responsibilities

• Executing business analysis to identify specific requirements and use cases with Private Markets Enterprise software clients
• Collaborating with multiple internal teams like Client Development, Product, Account Management and Operations to deliver targeted solutions to meet client’s portfolio monitoring, reporting, and valuation requirements
• Independently managing multiple implementation projects using best practices regarding system setup and utilization
• Balancing multiple client engagements simultaneously and efficiently maintaining accountability to all stakeholders
• Regularly working with internal Sales, Solutions, Client Support, Product and Training teams regarding forward-looking initiatives
• Communicating weekly updates internally to the Implementations Management team and externally to the constituent clients

Benefits

• Health & Wellness: Health care coverage designed for the mind and body.
• Flexible Downtime: Generous time off helps keep you energized for your time on.
• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees