Alderson James
Solutions Consultant
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About the Role
We're recruiting on behalf of an innovative FinTech client transforming the Private Markets industry.
Our client is redefining how private equity, private credit, venture capital, infrastructure, and real estate firms manage fund accounting and operations. Their cloud-native platform enables investment managers and fund administrators to automate complex accounting processes, improve operational efficiency, and gain greater control across their private markets ecosystem.
As they continue to grow globally, they're looking for an experienced Solutions Consultant who understands how private markets firms actually operate and can help customers see how technology can transform their business.
This isn't a traditional software demo role. We're looking for someone who has worked within private markets, whether in fund accounting, fund administration, operations, or consulting—and can confidently engage senior stakeholders in meaningful business conversations.
The Opportunity
Working alongside the Sales team, you'll become a trusted advisor to prospective clients throughout the sales process. You'll:
- Lead discovery workshops with investment managers and fund administrators
- Understand customer operating models and identify opportunities for transformation
- Design tailored solutions aligned with each client's workflows
- Deliver engaging product demonstrations that solve real business challenges
- Support RFPs, RFIs, and enterprise sales opportunities
- Partner closely with Product and Professional Services to ensure successful solution design
- Build trusted relationships with CFOs, COOs, Fund Controllers, and Heads of Operations
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What we're looking for
You'll have a strong understanding of private markets operations, including:
- Fund Accounting
- Fund Administration
- Investor Accounting
- Capital Calls & Distributions
- Waterfall Calculations
- NAV Production
- Partnership Accounting
- General Ledger processes
- Management Fees & Carried Interest
- Fund Structures and SPVs
You'll be comfortable discussing operational challenges with finance and operations teams before demonstrating how technology can improve efficiency.
Experience required
You'll likely come from one of the following backgrounds:
- Fund Accounting
- Fund Administration
- Private Markets Operations
- Client Services within Fund Administration
- Solutions Consulting for Financial Software
- Consulting within the Private Markets sector
You'll also bring:
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Your very own career expert that helps elevate your application to the next level.
- 3+ years' experience within Private Markets
- Strong presentation and workshop facilitation skills
- Experience working with senior stakeholders
- Commercial awareness and the ability to support enterprise sales
- Confidence translating business problems into technology solutions
Desirable experience
Experience with platforms such as Allvue, eFront, Investran, Yardi, Geneva, Dynamo, or similar private markets technologies would be highly beneficial. Knowledge of APIs, ERP integrations, SQL, Microsoft Azure, or data migration projects would also be advantageous.
Why apply?
This is an opportunity to join a fast-growing FinTech business at the forefront of digital transformation within Private Markets. You'll work alongside industry experts, influence enterprise sales opportunities globally, and play a key role in helping some of the world's leading investment managers and fund administrators modernise complex fund accounting and operational processes.
If you've experienced the challenges of private markets first-hand and are excited by the opportunity to bridge the gap between business and technology, we'd love to hear from you.
Interested? Apply today or contact Alderson James Group for a confidential discussion.
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