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Portfolio Management System
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Finance & Management > Other - Finance & Mgmt

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The client has made the following changes to the job.

Description
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Jul 24, 2012
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Job Description

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  • Posted: Sun, Jul 22, 2012
  • Time Left: Closed
  • Location: Anywhere
  • Client prefers freelancers from:
    Anywhere

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    The client prefers freelancers from
    a different location.

    You're still able to submit a proposal for this job, regardless of your location.
  • Start: Immediately
  • Hourly Rate: Not Sure
  • Hrs/wk: 10 | Duration: 1-3 months
  • Work View™ Payment Protection
  • W9 Not Required
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We are a small team looking to document the requirements and business process for a Portfolio Management System as used in the Wealth Management Industry, either as formal UML Models or just a simple word document with the USER Stories, and some Mock Up Screens.

Essentially what is needed is capturing the requirements of a modern IMS as typically used in the wealth management industry in a form that is sufficiently detailed to enable a small team of developers to implement the functionality described. The envisioned system would cover the entire business process essentially reflecting the functions handled by Front, Middle and Back Offices.

I looking for someone to who has had some experience in the overall transaction lifecyle for various financial asset classes and perhaps worked in the Front, Middle or BackOffice of a brokerage or asset managment institution.

If interested please contact me to discuss

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Job ID: 32150738
Proposals
Hourly Rate: Avg $ | High $ | Low $ — Show Pricing
  • Submit Date (Latest)

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