Note: The job is a remote job and is open to candidates in USA. AgilityFeat connects North American companies with skilled professionals across Latin America and is building a nearshore implementation team for a U.S. fintech client specializing in the private funds industry. The Implementation Associate will configure and test financial software implementations, develop platform expertise, support delivery with the U.S.-based team, and identify implementation issues.
Responsibilities
- Configure and Test: Own either a defined piece of a larger financial implementation involving multiple entities, structures, or workflows (e.g., configuration or testing for one client entity within a multi-entity rollout), or a full, single-entity implementation end-to-end, with regular guidance from a Senior Associate or Lead
- Build Platform Fluency: Develop hands-on expertise in the platform's financial structures, calculations, and implementation workflows, from the ground up
- Support Delivery: Work closely with the U.S.-based Implementation team to execute against established client implementation plans
- Surface Issues: Identify and flag edge cases or issues encountered during testing, and pressure-test evolving implementation processes as the team scales
Skills
- You're early in your career, but you already know what it takes to do careful, accurate work, and you're looking for a role where that foundation translates into hands-on technical execution
- * 1–3 years of experience in accounting or finance operations
- * Comfort working with large, complex data sets and the attention to detail that requires
- * Proficiency with Microsoft Excel
- * Bachelor's degree in Accounting, Finance, Business, a related field, or equivalent experience
- * Fluent written and spoken English (B2+), with strong communication skills for daily coordination with a U.S.-based team
- * Exposure to software implementation, configuration, or system rollouts in a professional setting, ideally with SaaS or cloud-based platforms
- * Hands-on experience using AI tools to support automations (e.g., automating repetitive workflows, data processing, or testing)
- * Comfort operating in a dynamic environment where processes are still being defined
- * Experience in the private funds industry as a fund accountant, private funds operations professional, or implementation specialist at a fund administrator, fund manager, or fund management software provider
- * Working understanding of private fund structures and calculations (e.g., capital calls, distributions, NAV)
Benefits
- 9 paid holidays
- 10 days of PTO available after 6 months (may alter slightly based on client policies)
Company Overview
Company H1B Sponsorship