Middle Office Technical Consultant

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Overview

LABUR is partnering with a client in search of an experienced Middle Office Technical Consultant to support and enhance Advent Portfolio Exchange (APX), a core middle-office platform within a Managed Accounts environment. This consultant will take a hands-on role in day-to-day platform support, upgrades, and optimization, working directly with business users, operations teams, and technology partners to ensure system stability, scalability, and alignment with evolving business needs.

Responsibilities

• Provide day-to-day technical and functional support for the Advent APX platform within a Managed Accounts environment.
• Lead and support APX upgrades, patches, and configuration changes, including testing and post-deployment validation.
• Troubleshoot and resolve data, reporting, and performance issues across portfolio accounting and reporting workflows.
• Support APX data integrations with upstream and downstream systems (e.g., custodians, performance, reporting, or data warehouses).
• Assist with custom report development and enhancements, including performance and client reporting.
• Partner with operations and business users to gather requirements and translate them into APX configuration or technical solutions.
• Document system configurations, enhancements, and operational procedures.
• Coordinate with SS&C / Advent support as needed to resolve complex platform issues.
• Contribute to platform optimization initiatives and best practices to improve reliability and efficiency.
  
  

Qualifications

• Hands-on experience with Advent Portfolio Exchange (APX) in a production environment.
• Strong understanding of separately managed accounts.
• Experience supporting middle-office systems within asset management, wealth management, or managed accounts businesses.
• Proven experience with APX upgrades, implementations, or major enhancements.
• Working knowledge of APX data structures, reporting, and reconciliation processes.
• Strong analytical and problem-solving skills, with the ability to work independently in a consulting role.
• Excellent communication skills and ability to collaborate with both technical and non?technical stakeholders.
• Experience integrating APX with other SS&C / Advent or third-party investment platforms.
• Prior consulting experience supporting financial services or investment management clients.
  
  

Compensation

$65 – $80 per hour - Dependent on fit and experience.