Implementations Specialist - Portfolio Compliance (London)


We are Allvue Systems, a rapidly growing software company formed by the merger of AltaReturn and Black Mountain. Allvue has over 420 employees in offices throughout North America, Europe and Asia. We are the leading provider of software solutions for the Private Capital and Fixed Income markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We’re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals!


  • Intelligent individuals looking to apply themselves creatively
  • People who are comfortable speaking up, sharing ideas and driving change
  • Energetic and passionate teammates looking for more than just a job to pay the bills
  • Hard-working individuals who habitually do more than asked


  • Minimum 3 years experience working with a Portfolio Testing / Pre and Post Trade Compliance system such as WSO Compliance, CDO Suite / Solvas, Eze Castle Compliance, or CRD
  • Working knowledge of CLO 2.0, 40 Act, UCITS, Hedge Fund, and Separately Managed Account rules
  • Ability to analyze and define requirements from Investment Management Agreement’s, CLO Indentures, Collateral
  • Management and Administration Agreements, and other similar documents outlining specific test models and calculations
  • Intermediate SQL Server T-SQL skills and ability to translate business logic and compliance rules into the necessary queries for complex calculations, including: Functions, Stored Procedures, Advanced Query Writing, and Optimization
  • Excellent problem solving abilities
  • Great teamwork skills
  • Well-rounded personality
  • Enthusiasm for technology and finance
  • A degree from a 4 year university
  • Independent business analysis
  • Exceptional communication skills (written & verbal) and be adept at listening and soliciting feedback
  • Detail-oriented & strong work ethic
  • Someone who thrives in a fast-moving environment and can successfully manage multiple competing priorities


  • Evaluate client fund structures and rules requirements to develop a comprehensive solution that models all necessary internal, investor, and legal requirements. Evaluate clients’ existing business processes to handle pre and post trade compliance, exceptions management, hypothetical analysis, and historical compliance
  • Create custom reports using advanced query writing skills to deliver the information necessary for clients to analyze their portfolio testing status
  • Work with client project teams internally to ensure all data necessary for calculations are available, including security master, positions, and other information
  • Create rules and calculations using our test builder UI and SQL methodologies
  • Configure system settings and options, and execute unit/integration/acceptance testing
  • Test product-level functionality and new releases. Identify and communicate areas for improvement
  • End-user training
  • Some travel required


  • Fun, fast-paced work environment
  • Constantly evolving, cutting edge technology
  • The ability to make a significant impact, immediately upon jumping in
  • An opportunity to work with some of the best firms and the best people in the financial industry
  • The ability to create change in the product we sell, by using the very same solution (in a very different way) to perform your daily job
  • Numerous team building activities to promote collaboration
  • Private health insurance for the whole family including dental and vision. Pension with generous employer contribution
  • 5 weeks paid time off

See Inside the Office of Black Mountain

Black Mountain Systems is an information technology company, changing the way the financial industry manages workflow, data, and analysis. BMS develops innovative, tailored solutions for data aggregation, process management, and business reporting. With world-class hedge fund, private equity, and investment management clients, BMS adds operating efficiency and reduces risk—so its clients can focus on high-value activities and exceptional performance.

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