Product Specialist II - Fund/Investment Accounting at Allvue Systems

Posted in Other 19 days ago.

Location: New York, New York

Job Description:

About Allvue

We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We're looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you're collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that's revolutionizing the alternative investment industry. Define your own future with Allvue Systems!

Job Summary

We are looking for dynamic, fast learner to join our team of Product Specialists. You will have a strong background in the fundamentals of financial accounting and a desire to grow that knowledge and put it into practice in the fund management industry. You will work closely with the rest of the Product Specialist team and with clients as your knowledge and product experience grows. You will be motivated to learn new skills and technology, and motivated to help our clients achieve the best possible outcomes for their business.

This position can currently be worked remotely from any US city where we have an office: Chicago, San Diego, Miami, New York City, or Boston area.


  • Configure product to meet business requirements

  • Understand the functional impact of various configuration options and offer recommendations

  • Collaborate with Business Analysts and Technical Solutions

  • Provide product demonstrations as needed (both internally and externally)

  • Assist with client user Training

  • Build product knowledge through training, self-directed research and testing, and working with senior team members

  • Identify new market opportunities and communicate this information to the Product team.


  • Excellent problem-solving abilities

  • Great teamwork skills

  • Well-rounded personality

  • Enthusiasm for technology and finance

  • An accounting degree from a 4-year university (preferred)

  • Some experience around financial software / trading technology / trading systems / OMS / PMS (preferred)

  • Desire to learn new skills, technology platforms and further accounting knowledge

  • Proficient in MS Excel

  • Exceptional communication skills (written and verbal) and be adept at listening and soliciting feedback

  • Detail-oriented & strong work ethic

  • Someone who thrives in a fast-moving environment and can successfully manage multiple competing priorities

  • Project management / implementation / business analysis / system delivery experience with external facing clients for projects of a material size and duration


  • A degree from a 4 year university preferred

What We Offer

  • Health Coverage options along with other voluntary benefits

  • Enterprise Udemy membership with access to thousands of personal and professional development

  • courses

  • 401K with Company match up to 4% or Employee Pension plan

  • Competitive pay and year-end bonus potential

  • Company sponsored Personal days to give you 2 half days a month to relax and recharge.

  • Unlimited PTO

  • Charitable Donation matching, along with Volunteer and Voting PTO

  • Numerous team building activities to promote collaboration in a fun and fast-paced work environment

EEOC Statement

Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we don't just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition, Allvue will provide reasonable accommodations for qualified individuals with disabilities.