Consulting Analyst
Role Overview :
We are seeking a Consultant II to lead and support implementation of FIS Dolphin Investor Services
solutions including Investor Services Manager (ISM), Lifecycle Manager (LCM), Workflow Process
Manager (WFPM) and Investor Services Portal. The role requires a blend of consulting, business
analysis, solution design, regulatory compliance knowledge and client-facing delivery expertise.
Core Responsibilities
• Lead end-to-end implementation activities across client environments.
• Conduct workshops and translate business operating models into system configuration and
workflow designs.
• Design onboarding, AML/KYC, FATCA/CRS and investor servicing workflows.
• Coordinate integrations, data migration and reconciliation activities.
• Manage testing, deployment readiness and go-live planning.
• Act as escalation point for delivery issues and stakeholder concerns.
Required Qualifications
Experience: 3-5 Years
• Experience with ISM, LCM, WFPM and Investor Services Portal.
• Knowledge of investor onboarding, transfer agency and fund administration.
• Understanding of AML, KYC, FATCA and CRS regulations.
• Experience with REST APIs, workflow orchestration and integration patterns.
• Strong stakeholder management and communication skills.
Preferred Attributes
Strong client-facing approach, consulting mindset, delivery governance awareness, documentation
discipline and ability to work across multiple stakeholders and projects