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ePAM Functional Consultant

American IT Staff Evesham, United States
Remote work

Publication date: 03/09/2026

Location: Evesham

Job Description

- As an ePAM Functional Consultant, you will be responsible for providing expertise in implementing and supporting our Exchange Portfolio Accounting and Management (ePAM) solution for our clients.
- Your role will involve understanding client requirements, configuring the ePAM platform, conducting system testing, and providing ongoing support and training.
- You will collaborate closely with clients, internal stakeholders, and technical teams to ensure successful project delivery and client satisfaction.

Qualifications
Key Responsibilities:

- Gather and analyze client requirements related to portfolio accounting and management.
- Configure and customize the ePAM solution based on client needs.
- Conduct system testing and ensure all functionalities meet quality standards.
- Provide training and support to clients on ePAM functionality and best practices.
- Collaborate with technical teams to resolve issues and enhance system performance.
- Assist in project planning, estimation, and documentation as needed.
- Stay updated with industry trends and best practices in portfolio accounting and management.
Requirements:

- Bachelor’s degree in Finance, Business Administration, Computer Science, or a related field.
- Proven experience (10+ years) as a functional consultant or business analyst in portfolio accounting or asset management.
- In-depth knowledge of portfolio accounting processes and practices.
- Experience with ePAM or similar portfolio accounting systems preferred.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills
- Ability to work effectively in a team and independently.
- Certification in portfolio accounting systems or related fields is a plus.

Additional Information
Need Platform developer and Architect level Certification:

Responsibilities

As an ePAM Functional Consultant, you will be responsible for providing expertise in implementing and supporting our Exchange Portfolio Accounting and Management (ePAM) solution for our clients.; Your role will involve understanding client requirements, configuring the ePAM platform, conducting system testing, and providing ongoing support and training.; You will collaborate closely with clients, internal stakeholders, and technical teams to ensure successful project delivery and client satisfaction.; Gather and analyze client requirements related to portfolio accounting and management.; Configure and customize the ePAM solution based on client needs.; Conduct system testing and ensure all functionalities meet quality standards.; Provide training and support to clients on ePAM functionality and best practices.; Collaborate with technical teams to resolve issues and enhance system performance.; Assist in project planning, estimation, and documentation as needed.; Stay updated with industry trends and best practices in portfolio accounting and management.

Requirements

Bachelor’s degree in Finance, Business Administration, Computer Science, or a related field.; Proven experience (10+ years) as a functional consultant or business analyst in portfolio accounting or asset management.; In-depth knowledge of portfolio accounting processes and practices.; Experience with ePAM or similar portfolio accounting systems preferred.; Strong analytical and problem-solving skills.; Excellent communication and interpersonal skills; Ability to work effectively in a team and independently.; Certification in portfolio accounting systems or related fields is a plus.
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