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About the role
Key responsibilities & impact- Manage PAM-related workstreams across core investment accounting and portfolio accounting processes.
- Analyze and map how cash flows are captured, processed, and reflected within the system.
- Review current-state PAM workflows to identify process gaps, system issues, manual workarounds, and areas for logic optimization.
- Translate business and accounting requirements into clear systems documentation, workflow notes, logic trackers, and technical specs.
- Support PAM-related analysis across multiple asset classes, including mortgages, alternatives, fixed income, and equities.
- Handle low-code or configuration-oriented systems tasks to align system behavior with business requirements.
Requirements
What you’ll need- 2+ years of experience in systems or business analysis with hands-on experience using State Street PAM or a comparable investment accounting platform.
- Strong understanding of how cash flows move through investment accounting frameworks and accounting basis treatments within data systems.
- Comfort working with workflows related to mortgages, alternatives, fixed income, and/or equities.
- Mastery of documenting complex workflows, data requirements, system dependencies, and edge cases clearly and simply.
- Exceptional English communication skills, with daily overlap with US business hours for meetings and collaboration.
Benefits
Comp & perks- Flexible Freelance Model: long-term contract/freelance role designed for independent professionals without the isolation of working alone.
- Experience-Based Rates: Compensation tailored to your expertise.
- Portfolio Growth: Elevate your profile by working directly with leaders at innovative global organizations.
- A Clear Path Forward: Trajectory to gain specialized expertise and leadership skills.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
business analysissystems analysisworkflow documentationdata requirementslogic optimizationlow-code systemsconfiguration-oriented systemscash flow analysisinvestment accountingportfolio accounting
Soft Skills
communication skillscollaborationproblem-solvingattention to detailanalytical thinking