EZE Software Group "Business Consultant", Is it an upgrade?
Currently work in BO "Risk" at a BB , and aspire to move to a client facing role. Have an interview for the below position. I am curious what the respect level of a position such as this would be, and what kind of exit opps this would lead to. Any insight, advice, and/or opinions would be greatly appreciated.
Job Description
Business Consultants are responsible for the end-to-end client relationship from point of implementation through ongoing project management and troubleshooting for their given client group of asset managers including hedge funds, mutual funds, institutional asset managers and pension funds. Each Consultant will serve as the key client contact on a daily basis; interacting frequently with Portfolio Managers, Traders, CFOs and CTOs, and Operations and IT support. Eze's philosophy is to be a partner - not a vendor - and our goal is to ensure we continue to streamline and enhance the investment process as a client's business needs evolve.
Job Functions: • Partners closely with clients to manage all aspects of implementation from gathering and documenting business requirements to outlining systems configuration and integration concerns. • Develops and often conducts user workflow training. • Provides ongoing project management on client projects including, but not limited to, upgrades and daily troubleshooting. • Leads multiple projects across multiple clients at any given time; heavy client interaction via phone and in person but travel will be minimal (10%). • Provides tier-1 support of the Eze product suite, and coordinate with Eze tier-2 support teams as necessary. Qualifications: • Bachelors degree required. • 1-5 years of experience strongly preferred. • Client-facing experience required; strong client-centric mindset and proven responsiveness and follow-through. • Analytical thinking and problem solving abilities and ability to manage multiple projects and client expectations. • Exceptional communication and relationship building skills. • Must have technical aptitude and desire to learn new technologies; specifically the Eze Software Group suite. • Strong interest in understanding the financial markets and the investment process. • Experience with database development and management, knowledge of SQL is a plus.
I interviewed for this job and after going there and reading a lot of Glassdoor, etc. reviews, it seems like most people either just stay there, or best-case go into operations at a hedge fund. That seems to be after at least three years. The idea is that you know the software they use inside and out and can handle operations at a hedge fund. There is nowhere to go from there internally except to become a regional manager. I could be mistaken about this, but that's the gist of what I found.
Also realize that they typically either want an actual MBA for this position (jeez) or ideally want people to move up from support and lower-level roles and do their in-house training to become a consultant. Do keep in mind that this is glorified support. Also, there was not a single female in the office I went to-- all football bros. If that's your scene, great.. Just be aware. Seemed like a cramped frat house. Everyone was nice though, it was just frustrating to me for them to act like it's a great "consulting" position worthy of an MBA when really it's just support. The only thing you are consulting about is their software.
When you say BO "risk", what type of roll do you have? Are you trade modeling or involved with NAICS codes? These are pretty hot areas within BO "risk" and could land you a Series 7 type gig at some point.
Also, what type of roll would you ideally want at a BB bank? Hard to tell if it would be an upgrade or downgrade without this information.
I'll definitely have to concur with user DMaqtikle_Kapital; there are certainly areas in risk management at BB or other large firm (generally speaking) that you can leverage for a Series 7. As a matter of fact, a former colleague of mine was in a similar roll to yours (I believe), and was able to leverage the skillset he developed in that credit risk/reporting roll, and is now pricing/valuing securities and interacting with clients on a daily basis.
Not sure what BO "risk" means... Are you implying that this is fake risk? Nonetheless the intense regulatory environment is getting hotter and becoming a really attractive space to land a client facing roles in the future. Do you have FO exposure in your current role?
Some good areas of knowledge: stress modeling, trade modeling, NAIC code analysis/trends, CCAR, CCP credit risk exposure, etc.
What type of role are you looking for; this might not be a smart move to leave for this role if you have some relevant FO exposure in your current role.
Listen BRAH, if you want to get into FO coverage you have to go for those type of ROLLS not some JV stuff like FO consulting. Can you model trades? Can you query stuff quickly? What about your excel skills, do you know pivot tables, vlookups? Do you even sanfu? I want to help you, but if you aren't trying to get a mean FO ROLL in a top reporting shop you're as flaccid as someone who calls HR. Drop this kiddy sh!t and go do some rec'ing.
Bit of background about me, I paid $5k to learn how to financial model, then got the MEANEST ROLL at JP doing risk reporting, now I'm living the dream at MS modeling projects for a FO tech team. Also, I'm starting my own consulting firm (send me your res) it's called "iWarn Inc". We specialize in FO HR communications and our top client on the street is Charmin Ultra.
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