What are the responsibilities and job description for the Application Support Engineer position at InvestCloud, Inc.?
InvestCloud is seeking a highly motivated Application Support Engineer to support customers using the APL Portfolio Accounting and Trading Platform, with a focus on trade generation, compliance, and inbound/outbound data interfaces. This role will provide application support, troubleshoot issues, and help maintain the stability and scalability of critical systems supporting business operations.
The ideal candidate brings strong data analysis and problem-solving skills, a solid understanding of investment portfolio performance in the managed account space, and advanced proficiency with Oracle SQL queries.
Key Responsibilities
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally.
As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum.
In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
For more information, visit InvestCloud.com.
Our Values
Salary Range: $85,000 – $95,000
Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off.
The ideal candidate brings strong data analysis and problem-solving skills, a solid understanding of investment portfolio performance in the managed account space, and advanced proficiency with Oracle SQL queries.
Key Responsibilities
- Provide application support for software within the scope of the role.
- Monitor the ticket queue and field incoming calls.
- Work directly with clients to analyze issues and assist with resolution.
- Monitor and respond to time-sensitive alerts related to intraday order processing.
- Troubleshoot issues by analyzing application code and data, then deliver resolutions or workarounds.
- Partner closely with peers and customer-facing operations teams to triage and resolve client-reported issues.
- Collaborate with cross-functional teams to support smooth operations and strong client satisfaction.
- Develop a deep understanding of InvestCloud products and contribute to support documentation.
- Support on-call coverage outside standard working hours as needed, including flexibility for weekends.
- Minimum 2 years of application support and/or financial industry experience.
- Strong data analysis and problem-solving skills.
- Ability to quickly learn and apply knowledge of system products, functions, and processes.
- Professional, personable, and highly effective communication skills.
- Strong organizational skills with the ability to prioritize workload effectively.
- Commitment to delivering excellent customer service, both internally and externally.
- Ability to conduct in-depth independent research using a variety of methods and applications.
- Team-oriented mindset with the ability to work independently when needed.
- Excellent communication and collaboration skills.
- Flexibility to adapt to changing priorities and schedules.
- Bachelor’s degree in Computer Science or equivalent education/experience.
- Financial, investment, or wealth management experience.
- Solid understanding of investment portfolio performance in the managed account space.
- Advanced knowledge of investment securities industry theories, principles, and practices.
- 3 years of systems analysis experience.
- Experience with trading systems such as FIX, Oasys, SunGard, or Swift.
- Experience with portfolio accounting systems such as APL, Advent, Portia, or Vestmark.
- Understanding of IT environments, including networking, server technologies, databases, security, and performance.
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally.
As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum.
In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
For more information, visit InvestCloud.com.
Our Values
- Client Connected
- Human Centered
- Technology Forward
- Respect Integrity
- Excellence
Salary Range: $85,000 – $95,000
Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off.
Salary : $85,000 - $95,000