Senior Consultant – Risk Specialist / FIA

Sydney, New South Wales, Australia
Full Time
Mid Level

As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. From innovative portfolio analytics to regulatory and financial reporting solutions, Confluence invests in the latest technology and data and in its team of industry experts to meet the evolving needs of asset managers and service providers. Headquartered in Pittsburgh, PA, Confluence services over 400 clients in 40 countries, with locations across Europe, North America, South Africa, Australia, and Asia.

Perform the following responsibilities at a senior level:

  • Deliver assigned tasks/projects and tickets (as applicable) on time and to the defined quality standards.
  • Assist intermediate and associate level colleagues in the delivery of assigned work. Provide technical and subject matter guidance.
  • Utilize the Confluence solutions, tools, and processes to meet the requirements of internal and external clients.
  • Demonstrate in-depth product competency and ability to implement best practices, share this knowledge with colleagues and clients. 
  • Shape and define work priorities and stakeholder deliverables.  Be a key contributor to the successful delivery of identified tasks.
  • Act as day-to-day point of contact for clients/vendors/partners and as an escalation point for team members, managers, and external stakeholders/partners (as applicable).
  • Analyze, research, and resolve complex issues both independently and through interaction with clients, colleagues, and other departments.  Assist other team members in these activities.
  • Demonstrate an in-depth working knowledge of company processes and assist in initiatives related to continuous improvement of these processes.
  • Independently provide solution design, configuration, testing and documentation to internal stakeholders to ensure governance standards are adhered to.
  • Flexible work hours to support 24/7 client coverage.  (Some positions may require a different working pattern).
  • Always communicate with stakeholders/partners in a competent and professional manner.
  • Mentor and train associate and intermediate colleagues as assigned.  Act as a good example for colleagues to emulate.
  • Assist business development team with pre-sales activities and RFPs.
  • Assists with technical sales activities through sales presentations, product demonstrations, presenting/training at seminars and providing in-depth technical information about the company's products and services.
  • Responsible for supporting and driving sales through partners and resellers.
  • Works with business development to identify new partnership opportunities, in addition to growing existing business.
  • Stay up to date on industry and job-related trends and best practices to maintain alignment with product vision
  • Other duties as assigned

Perform the following skills at a senior level:

  • Advanced problem-solving capabilities with the ability to apply these to Confluence data driven investment management solutions as a subject matter expert.
  • Detail oriented, organized and capable of successfully managing timelines and quality of individual functions and team assignments.
  • Ability to handle multiple priorities and tasks as well as work with team members and external stakeholders/partners to load-balance work and priorities consistent with corporate and functional goals.
  • Ability to assess stakeholder requirements and translate into appropriate solutions or recommendations with supporting analysis and details.
  • Ability to identify and implement improvements to existing capabilities (such as processes, solutions, best practices.)
  • Self-starter, independent learner with the ability to make sound tactical decisions in alignment with corporate priorities and cross-functional initiatives.
  • Ability to remain calm, objective, and professional in a fast paced and demanding environment.
  • Acts as a subject matter expert in relevant area working both collaboratively and autonomously.
  • Excellent written and oral communication skills with the ability to translate and tailor complex subject matter to team members, stakeholders/partners, and clients.
  • Highly proficient skills in Microsoft Office Suite.


  • Worked in previous roles demonstrating advanced Fixed income knowledge, in terms of Fixed income attribution and decomposition
  • Advanced knowledge of Ex Anti risk, producing and analysing reports
  • Experience is Service oriented roles

Qualification and Experience

  • Bachelor’s degree in related field or equivalent work experience.
  • Computer science, business systems or IT related degree preferred
  • 5 + years’ experience

To understand how and why we hold your data please view the relevant Privacy Statement:

Confluence Privacy Statement

Confluence Privacy Statement - South Africa


Apply for this position

Apply with Indeed
We've received your resume. Click here to update it.
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file