Expert Business Consultant Fusion Invest


Multiple Locations


Position summary

icipating in the development of Statements of Work (SOWs) and for assisting the sales process during sales opportunities when business, market and solution knowledge is required.


In order to perform the role, the Expert Business Consultant requires:

  • Extensive knowledge of the functionality of capital markets, investment management and buy side solutions

  • Extensive market knowledge of capital markets, investment management, asset management and financial services in general.

  • Strong communication and client facing skills in order to be able to present and implement the solution

  • A deep understanding of the business drivers of customers


  • Successfully deliver Fusion Invest implementation projects and ensure high levels of customer satisfaction

  • Analyze customer's current business processes and scenarios.

  • Specify, present and configure business processes and best practices for customers during Fusion Invest implementations

  • Provide functional configuration, and work practices recommendations and/or solution suggest to customers during project implementations

  • Assist project and delivery management in planning all aspects of projects, updating project status and risks, performing technical and functional reviews

  • Communicate with customers to help define detailed requirements for Fusion Invest implementations

  • Provide advice for customizing or implementing new functions in the solution

  • Provide onsite consultancy services, with potentially extensive travelling required

  • Pro-actively keep up-to-date with the product roadmap and latest developments, upgrades as well as industry trends, and communicate knowledge within the team

  • Work with sales and Finastra global solution consultants to develop new services business from the existing customer base

  • Provide input into the development of standards, tools, processes, documentation and templates to standardize and improve the execution of the implementation tasks and to aid training of new consultants

Core Competencies

  • Customer focus and strong customer management skills

  • Committed to providing excellent client service at all times to a very demanding customer base

  • Solid interpersonal, communication and presentation skills

  • Strong troubleshooting, problem solving and decision-making skills

  • Ability to multi-task and work independently and manage time efficiently

  • Ability to work under pressure and deadlines

  • Flexibility and innovation

  • Team player: this role will work closely with all functions within Finastra

Skills, Knowledge & Experience

  • 5-10 years of experience in the financial software industry, with specific focus on capital markets software for front office, middle office, back office or risk.

  • Buy side experience is a strong plus.

  • Professional services experience with a financial software vendor is a strong plus.

  • Practical experience of implementing software solutions for the financial industry: Fusion Invest/Sophis knowledge is a strong plus, experience with competing or similar capital markets, investment management and buy side solutions is a plus.

  • Outstanding relationship management and communication skills

  • Highly customer focused approach.

  • Bachelor's Degree with a major in Computer Science, Mathematics, Risk Management, Corporate Finance, MIS or any related courses, or relevant work experience.