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Associate Director - Implementation Services

Investment Metrics
Conshohocken, PA
  • Posted: December 20, 2021
  • Full-Time

Job DescriptionAssociate Director - Implementation ServicesConshohocken, PA or Norwalk, CT or Work from Home (US Only)About UsInvestment Metrics, the leading provider of investment performance analytics and reporting solutions for the institutional investment community, is looking for an Associate Director - Implementation Services to join their expanding team.Position OverviewThe Investment Metrics Associate Director of Implementation Services will be responsible for implementing new solutions for existing clients, onboarding new customers, managing statement of works and managing the delivery of features and updates to clients and partner teams within the product organization. The AD of Implementation Services will work closely with the Investment Metrics Executives, Sales, Client Success, Product Management and Development teams to ensure that customer deployments are completed on time, within budget and meet customer expectations. This role requires strong project management skills, data management skills as well as the ability to collaborate with partner teams across the organization.

Key ResponsibilitiesSuccessfully manage a set of clients transitioning from an existing performance reporting platform (InvestorForce) to the PARis reporting platform. This includes leveraging a detailed project plan which captures the tasks, timing and ownership for all tasks and teams involved in the transition.Successfully project manage a set of new clients that need to be onboarded to the PARis platform. Create project plans, work with technology to load data, collaborate with client success to create reports and provide advice on best practices, workflow and training.Escalate issues and work with various internal teams to ensure issues are resolved in a timely manner.Represent the voice of the customer, and be able to articulate impact to their business objectives and bridge the gap between client requests and the Product Management team.Leverage current technology, data management skills and knowledge of the PARis platform to help complete adhoc tasks to provide help with the last effort to onboard or transition a client.Identify when there is a need to bring in other Client Success or Sales representation into project meetings.

As appropriate, create regular check-ins with Client Success and Sales teams to provide updates and gather feedback from the teams. Create training materials and documentation to help internal teams and clients learn PARis and any newly launched products or enhancements.Ensure transition materials and documentation are created and shared with the client success team during a client handoff. This includes process information as well as any necessary accompanying documentation that might need to be created.

Support sales activities or post-implementation activities as needed to help drive software adoptionSome travel might be required from time to timeSkills & Competencies Excellent communication skills, both oral and writtenAbility to work without supervision and meet strict deadlines.Ability to work as a team with other interdepartmental colleagues and department managersStrong project management skills and attention to detail.Client facing skills is a mustData analysis and data transformationDesired Experience and QualificationsRequired:Bachelor's degree or greaterProject management experience delivering complex, large scale projects on timeAbility to provide macro and detailed communications to all stakeholdersPerformance reporting experience in PARis and/or InvestorForce Report.Data manipulation and problem-solving expertise and experienceStrong attention to detailInvestment Consulting Industry KnowledgePreferred:CIPM designationAbout Investment MetricsWe are the leading provider of investment performance analytics and reporting solutions for institutional investors, investment consultants, asset managers, and private wealth advisors. We help our global clients analyze, measure and report on over $10 trillion assets under advisement in a highly insightful, accurate and efficient manner.Our global database of traditional and alternative strategies is heavily relied upon by the leading investment consultants and asset owners for manager vetting and screening. It provides asset managers the exposure they deserve while allowing them to tell their best story to attract new asset allocations.Our global clients include Aon Hewitt, JP Morgan, Mercer, Pension Consulting Alliance, RVK, Segal Marco Advisors, Wells Fargo to name a few.Visit our website for more information

Investment Metrics


Conshohocken, PA
19428 USA



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