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Solution Architect - Client Reporting

North America

About Alpha Group

Alpha Group is a leading global consultancy to the financial services industry. Founded in 2003, Alpha has spent over 20 years bringing together specialist, sector-focused strategy, management consulting, and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives, and insurance industries, Alpha is a trusted advisor for complex change programs. We now have over 1,180 consultants working with clients across North America, the UK, Europe, the Middle East, and APAC. In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors. Our people are at the heart of everything we do. Many of our team have built long and fulfilling careers with us, often staying for over a decade. Alpha offers a genuinely rewarding place to work: a meritocratic environment where your career can flourish, and a welcoming culture where you can be yourself, connect with others, and thrive. As we look to the future, we’re excited to be looking for new Alpha colleagues—individuals who are collaborative, innovative, and ambitious. We hope you will join us and help shape the next chapter of our growth journey.

Why join Alpha?

  • Established yet entrepreneurial – with over 20 years of success and a proven record on the London Stock Exchange, Alpha offers the stability of an established consultancy with the energy of a fast-growth business.
  • Backed by Bridgepoint – as part of one of the world’s leading growth investors, Alpha benefits from strategic investment that fuels innovation, expansion and new offerings – creating even more opportunity for our people.
  • Exposure to senior leadership – whether you are in an internal or a client-facing role, you will have the opportunity to work with and learn from the best of the best – high performers at the top of their game.
  • Learning and growth opportunities – we run tailored training to help you be successful, provide you excellent mentorship, and offer up to 5 days paid training time per year. Perhaps the best training though is the experience on the job – as everyone at Alpha has high responsibility and autonomy, you can develop your skillsets quickly.
  • Performance-driven culture with real impact – advancement at Alpha is based on impact and capability, not tenure or quotas. You’ll have autonomy and see the tangible difference your ideas and decisions make.

About Alpha Tech Services

Alpha Tech Services is part of the Alpha Financial Markets Consulting (Alpha FMC) group, the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world’s top asset and wealth managers a competitive edge through our expertise and industry insight. Our team is of a uniquely high caliber and by focusing on asset and wealth management alone we build deep knowledge and experience within our industry. We work with a blue-chip client base, including 21 of the top 25 largest global asset management firms, and work with over 130 clients across the globe. We have our headquarters located the United Kingdom, as well as offices in major global financial centers across the United States, Canada, France, Luxembourg, Switzerland, Denmark, and Asia. Alpha Tech Services represents the technology implementation/business integration arm of the Alpha group, with deep expertise in delivering change and transformation programs centered around Asset & Wealth technology solutions. To clients, we are a trusted partner for creating programs, however, we are so much more to our employees. At Alpha, we pride ourselves in being a meritocratic environment perfect for building a career and meeting great people, as well as a rewarding place to work.

Our Corporate Strategy 

Alpha is increasingly establishing ourselves as the leading consultancy to the global asset and wealth management industry. To date, we have grown and been successful by deploying the highest caliber of consulting expertise to our clients. Unlike our competitors, we are: 

  • Sector focused: because we have always focused exclusively on Asset and Wealth Management, we provide deep and focused knowledge that our competitors cannot match
  • Global: we operate seamlessly across geographies, allowing us to service the largest global clients with the highest caliber of consultant 

As technology specialists, we: 

  • Provide knowledgeable resources who can implement, configure and support the major platforms used by our clients
  • Form a range of partnerships with key vendors to position itself as a preferred implementation partner for major business applications
  • Assist clients with their journey to the next generation of cloud-based architectures
  • Help clients to define and implement their future state data architectures
  • Help clients with bespoke development that complements their core application architecture
  • Provide knowledgeable and client-focused support for client’s major applications, including upgrades, migrations and business-as-usual issue management 
  • Implement, configure and support key business applications
  • Build out and implement data management strategies across client organizations 
  • Undertake bespoke development, including of key data interfaces 

Role Responsibilities

Alpha FMC is looking for a Solution Architect to join our growing team. We are seeking people with strong Front Office Technology skills, along with a personal desire to build a unique, world-class service offering for our clients. As a Solution Architect, you will design and implement scalable, secure, and high-performance data and client reporting solutions. You will collaborate with cross-functional teams and clients to deliver robust data platforms, pipelines, and integrations while adhering to industry best practice. In your role as a Client Reporting Solution Architect, you will be responsible for the following:

  • Define and lead the delivery of the client reporting implementation process including, but not limited to, analysis & design, requirements gathering, system configuration/integration, QA validation, and training/documentation.
  • Define and lead the delivery of cloud-based data platforms, end-to-end data pipelines, and system integrations required by client reporting solutions.
  • Define and lead project planning to establish a detailed statement of work and tasks associated for a successful implementation.
  • Manage the governance of implementation projects including regular status calls with project progression updates, monitoring individual project tasks and budget. Provide effective and proactive communication to Clients and the Alpha project team.
  • Manage a team of developers and consultants.
  • Ensure documentation and development are aligned with defined specifications and cloud architecture standards.
  • Define and promote best practice technical methodologies for implementation, such as SDLC, data architecture, data migration strategies, and integration patterns, while influencing client teams to adopt industry best practices.
  • Contribute to the development of internal accelerators and propositions within a client reporting-focused framework.
  • Ensure documentation and development are aligned with defined specifications and cloud architecture standards.
  • Willingness to travel when required

Role Requirements

  • Bachelor’s degree in Computer Science / Management Information Systems, or related field or commensurate level of experience.
  • 5+ years of experience in Technology Consulting, Business Analysis, or related fields.
  • Proven expertise in managing the full implementation lifecycle of client reporting or data transformation projects
  • Experience with one or more in the following technical area(s) specific to the investment management industry:
    • Relational data platforms (Snowflake, Data Bricks, SQL Server, Oracle) and data modelling
    • Data engineering with ETL/ELT and data integration tools
    • Data architecture
  • Experience with one or more of the following Programming Language(s):
    • SQL, XML, C#, .NET, Assembly
  • Advanced knowledge in designing scalable, secure, and reliable data solutions.
  • Experience with data lifecycle management, data governance, and quality frameworks.
  • Outstanding demonstrated verbal and written communication.
  • Excellent interpersonal and client relationship skills.

Preferred skills

  • Proficiency with one or more client reporting and BI platform(s)
    • Client Reporting: Seismic, Kurtosys, SimCorp Coric, FactSet Vermilion, Assette
    • BI Solutions: PowerBI, Tableau, SSRS, Qlik
  • Experience in Consulting or Professional Services
  • Experience in SDLC (Agile / Waterfall) within the SCRUM framework, CI/CD or other methodologies.
  • Strong experience with version control systems (e.g., Git, GitHub, GitLab) and collaborative development workflows.
  • Experience with Investment Management Systems and financial instruments.
  • Experience with the functional work areas of investment organizations (Front Office, Middle Office, Back Office).
  • Experience with asset and wealth management reporting components (Factsheets, Holdings, Performance, Characteristics, Disclosures, Commentaries, etc.)
  • Entrepreneurial approach.

Compensation and Perks:

  • A competitive salary with discretionary bonus scheme based on company and personal performance
  • 25 days of annual paid time off
  • 401k matching
  • Sponsorship towards professional certifications / training supported with 5 days of paid training time
  • Choice of laptop
  • Supplemented medical, dental and vision coverage
  • North America team-wide training and employee appreciation retreats 

There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the range is $95,000 and $185,000 subject to change based on salary benchmarking. In addition to this salary, employees would be eligible for both variable and non-variable benefits.

Our Commitment to Inclusion

At Alpha, diversity, equity and inclusion are critical to our success. Our priorities show a focus on fostering an inclusive, equitable workplace where individuals are treated fairly regardless of gender or background. We welcome applications from disabled people and are committed to making our recruitment process and workplace accessible and inclusive for everyone.

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