Performance & Reporting Services Consultant

BI-SAM’s current value proposition centers on locally installed software solutions. BI-SAM has a strategic plan to move into the cloud / SaaS / Managed Service arena also, utilizing cloud deployed software and solutions to meet this goal.

This strategic position will play a key role in building and supporting BI-SAM’s cloud services and solutions in the North American market.

This position will be based in either New York or Boston.


Role & Responsibilities

There will be three core components to this role:


  • Responsibility for US clients using BI-SAM’s cloud based performance & reporting solutions;
  • Providing input into the operational structure of BI-SAM’s cloud based performance & reporting solutions;

Business Development

  • Supporting the new business development process and targets for BI-SAM’s cloud based performance & reporting solutions;

Product Development

  • Providing input into the product roadmap that will support BI-SAM’s cloud based performance & reporting solutions


Desired Skills & Experience

  • 5-10 years experience in performance measurement roles in asset management, asset servicing, asset owner or investment consulting environments;
  • Detailed knowledge of Performance Measurement industry;
  • Significant experience of using performance measurement software packages;
  • Good working knowledge of the US institutional market place, trends and dynamics;
  • IT proficient with good knowledge of MS Office packages;
  • A relevant professional qualification in financial services would also be an advantage;
  • Highly organized individual with ability to multi task;
  • Excellent oral, written and presentational communication skills;
  • High ethical standards practiced both externally and internally;
  • Ability to work in a team of individuals to achieve a collective goal;
  • Ability to work on own initiative with limited need for direct supervision;
  • High personal standards of integrity in treating others with dignity, honesty and respect;
  • Some track record of participating in selling performance services and solutions is a plus; and
  • Willingness and ability to travel on a reasonably frequent basis


If you enjoy a fast paced work environment with opportunities for growth, development and success, then please send your resume and cover letter to to be considered for this position.

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