Client Engagement Manager
Greater New York City Area
Responsible for directing the project management and business analysis teams on the build out of custom data warehouse solutions and applications to assist hedge funds with real-time and historical P&L reporting, as well as other complex reporting needs including data related to accounting, operations, risk, compliance, and attribution analysis. Hands-on experience managing development resources on client projects, handling business analysis, report development and testing phases of custom data warehouse implementationsExtensive experience with hedge fund accounting, (including Advent Geneva, Sungard VPM and SS&C’s Advisorware platforms,) trading (including Eze Castle and Charles River integration with other systems,) operations processes, performance measurement and compliance needs, commission reporting/CSA tracking, Broker Votes, and sell-side resource utilization. Experience with both Risk Metrics and Imagine in terms of push of position information into vendor platforms for analysis. Experience working with Fund Administrator vendor platforms including Morgan Stanley’s MSPA, Citco’s Aexeo and Advent Geneva as utilized by multiple FA’s. Regular interaction with senior management of hedge funds including Portfolio Managers, COO’s, CFO’s and CTO’s as well as Accounting, Operations, Trading and Compliance teams.Experience managing data integration projects to incorporate PB and counterparty cash, margin and short rebate extracts data into a client’s data warehouse and into consolidated reporting for use by Treasury, Accounting and front office teams.As part of the senior management at MIK, also participate in prospect pitches and formal proposals, as well as the overall management and planning of the firm.Compliance-related project experience around SEC filing needs including Form PF, as well as OPERA reporting.
