Solution Engineering: Portfolio Management

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Join some of the most innovative thinkers in Fin Tech as we lead the evolution of financial technology.

If you are an innovative, curious, collaborative person who embraces challenges and wants to grow, learn and pursue outcomes with our prestigious financial clients, say Hello to Sim Corp!

At its foundation, Sim Corp is guided by our values - caring, customer success-driven, collaborative, curious, and courageous. Our people-centered organization focuses on skills development, relationship building, and client success.

We take pride in cultivating an environment where all team members can grow, feel heard, valued, and empowered. If you like what we’re saying, keep reading!

The Portfolio Management Solutions Engineer plays a critical role in shaping Sim Corp’s go-to-market, sales, and marketing initiatives to support revenue growth and expand Sim Corp’s presence across the Americas.

With a focus on Portfolio Management, this role helps articulate the value of Sim Corp One to both prospective and existing clients.

Working closely with Sales, Product, Customer Success and Implementation teams, the Solutions Engineer leads and coordinates client presentations and software demonstrations, ensuring Sim Corp One’s capabilities are effectively showcased and aligned to client needs.

• Act as a subject matter expert on all areas as it relates to Portfolio Management in the Americas markets.
• Collaborate with sales teams to identify opportunities for upselling and cross-selling, while ensuring that solutions are tailored to client requirements.
• Prepare and facilitate detailed Sim Corp One software demonstrations, presentations, and workshops for clients and prospects.
• Hold regular meetings with prospects and clients to understand their current use of technology and systems, and to identify opportunities to leverage additional available functionality not currently licensed.
• Review and / or prepare responses to prospective client RFIs (Requests for Information) and RFPs (Requests for Proposal).
• Ensure effective and detailed knowledge transfer from the sales process to the implementation team following contract execution.
• Provide input to the product team on market trends and evolving client requirements.
• Mentor and support junior Solution Engineers, sharing expertise and developing their capabilities within the Solution Engineering team.
• Contribute to build out of local and global demonstration systems to reflect how the system should be used by clients in the various verticals;
  Pension Funds, Asset Managers, Insurance Companies, Central Banks.

• 12+ years’ experience within the Financial Services Industry with exposure to the front office functions across the Buyside.
• University degree in business or technology.
• Strong knowledge of Buy Side Portfolio Management workflows, technologies and competitive solutions including PMS (Portfolio Management System), Risk Analytics, Portfolio Optimization and, Portfolio Attribution is a must.
• Experience across a broad range of Public & Private asset classes (e.g., fixed income, equities, derivatives) with a specific focus on Portfolio Management and a secondary focus around Trading and Compliance.
• Knowledge and expertise around Compliance, EMS (Execution Management Systems), OMS (Order Management Systems, TCA (Transaction Cost Analysis) and is desirable.
• Practical experience with Sim Corp One, particularly as it relates front office workflows, is highly desirable.
• Excellent presentation and communication skills, both written and verbal.
• Particularly when demonstrating platform capabilities and articulating value propositions.
• Strong problem-solving capabilities with a solution-oriented…