Pre Sales Consultant (fi205sh)
Job Title: Pre Sales Consultant?Asset Arena Back Office?
Report To: Financial BU
Location: Shanghai
It is one of the worlds leading software and IT services companies. They provide software and consulting solutions that are designed to meet the specialized needs.
Job Description:
1. Demonstration of the complete software suite as well as explanation of the various connectivity capabilities with third party software (front-office, market connectivity).
2. Managing and performing indepth evaluations (during a week workshop for instance) of the software in the context of specific business requirements.
3. Ability to analyze business requirement to provide best practice and customize the system to fit prospects requirements.
4. Maintain hardware, software and data demo environment for demonstrations and evaluations.
5. Responses to queries from prospects and clients which may take the form of informal requests or more formal RFI/RFP documents.
6. Presentations of the company and its solutions to prospects/clients and at trade shows/exhibitions.
7. Keep pre-sales documentation up to date.
8. Support product management in definition of business requirements of clients/prospects and market.
9. Keep close to, and provide analysis of market trends and developing business requirements.
10. Develop and maintain knowledge of competitor’s solutions.
11. Provide feedback to Product Management and Sales about the performance of the software, and the clients perception of the software both at demonstrations and evaluations.
Qualifications Requirements ?
1. Masters degree in Finance, Investment, Accounting or a related field, or a Bachelors degree from an accredited college or university with five years relevant work experience. CFA is ideal.
2. A minimum of 3 years (if Masters Degree in Finance/Investment/Accounting) business experience in a financial institution, management consultancy or relevant software/systems house.
3. Knowledge of all types of financial instruments (equities, fixed incomes, ABS, MBS,…) including derivatives (i.e. Futures, Options, SWAPS, OTC and Exchange Traded). This would ideally have been gained in a back office environment or a solution vendor.
4. Knowledge of the Asset Management work process especially the valuation and accounting process would be instrumental. Again we would prefer this knowledge to have been gained in an operations role in an asset management company or at another software vendor.
5. Knowledge of the accounting principles, indepth understanding of the CAS is essential, knowledge of IAS would be an advantage.
6. Although not an indepth technical role, some conceptual understanding of IT systems and related technology would be preferable. This covers database/SQL knowledge, Unix/Linux knowledge, some basic programming skills.
7. Knowledge of financial software.
8. Excellent communication skills and the ability to work with a diverse range of clients and people.
9. Written and verbal English skills is mandatory.
10. French is a plus.
* Please send us your complete resume (in Chinese and in English) to: ‘topjob_fi205sh@dacare.com'(Please replace “#” with “@”)
* In the email subject please include the position name and job #