Investment banking associate Jobs in Carrollton, TX

SUMMARY

The Investment Management (IM) Consultant is ultimately responsible for the success of our business partners implementing and utilizing Asset Investment management (AIM) and Investor Management Services (IMS). The IM Consultant will provide our clients best practices ideas and utilization methods to match their goals driving superior value and strengthening our partnership.

As an IM Consultant you will be responsible for ensuring client adoption and success by understanding the clients business challenges and objectives and creating a comprehensive plan to implement Investment Management products to meet these needs. The IM Consultant will define and document the scope of the project the organization the schedule and the overall approach. They will provide advice utilization guidance configuration recommendations risk identification and mitigation resulting in an amazing client experience retention and expansion.

The best candidates will have experience in providing a current state analysis and developing a strategic business plan to achieve client business objectives. As an IM Consultant you should possess a breadth of knowledge and understanding of Commercial Real Estate data and analytics industry best practices technology designs and integrations across multiple product families. Collaboration and teamwork with data analysts training teams sales professionals as well as the engagement and implementation team is pivotal to ensure client success.

The IM Consultant will serve as an escalation point for issues that impact the clients success drive activations and reduce implementation time. Consultants are required to maintain strong working relations with all RealPage personnel.

PRIMARY RESPONSIBILITIES

• Act as Success Leader responsible for the clients successful deployment and implementation for Investment Management. Ensure that clients derive maximum value from their investment with RealPage utilizing all products with agreed upon best practices.
• Create execute and manage project management plans for all accounts with little supervision.
• Oversee collection of data to ensure clients follow guidelines on the format frequency and quality of deliverables
• Partner with Implementations Build team to ensure technical implementations meet client expectations.
• Connect business requirements with functional capabilities of RealPage products
• Formulate solution framework to drive a successful implementation
• Effectively train business partners from the Senior Management level down to achieve successful execution of the client Investment and Data strategy.
• Provide fundamental support in helping clients establish and manage change.
• Identify risks to the client achieving their stated business goals and develop risk mitigation plans.
• Research and evaluate modeling-related questions and provide thoughtful feedback to customers
• Contribute to team and / or department initiatives.
• Engage in relationships across internal business units providing contributions on behalf of implementations

QUALIFICATIONS

KNOWLEDGE / SKILLS / ABILITIES

Required :

Demonstrated proficiency in MS Excel

SALARY AND BENEFITS

Compensation may vary depending on your location qualifications including job-related education training experience licensure and certification that could result at a level outside of these ranges. Certain roles are eligible for additional rewards including annual bonus and sales incentives depending on the terms of the applicable plan and role as well as individual performance.

Equal Opportunity Employer : RealPage Company is an equal opportunity employer and committed to creating an inclusive environment for all employees.

Required Experience :

Contract

Key Skills

Sales Experience,Trusts,Financial Services,Investment Experience,Military Experience,Banking,Securities Law,Relationship Management,Customer relationship management,RMF,Financial Planning,Wills

Employment Type : Full-Time

Experience : years

Vacancy : 1