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Senior Microsoft Dynamics Developer with Finance and Asset and Wealth Management Exp -10+ Years Exp - Chicago, IL - onsite at Chicago, Illinois, USA
Email: [email protected]
https://jobs.nvoids.com/job_details.jsp?id=2334064&uid=
From:

Mahesh Kumar,

KK Associates LLC

[email protected]

Reply to:   [email protected]

Hi,

          We have a job opportunity with one of our clients. If you have any matching profiles, please get in touch with me.

Role name: |

Developer |

Role Description: |

### **Job Summary:** We are seeking an experienced **Microsoft Dynamics Developer** with over **10 years of expertise** in **Dynamics 365 (Finance & Operations, Customer Engagement)** and a strong background in **Asset and Wealth Management**. The ideal candidate should be **Microsoft Dynamics certified** and possess deep technical knowledge in customizing, configuring, and implementing Dynamics solutions for financial services. ### **Key Responsibilities:** - Design, develop, and implement **Microsoft Dynamics 365** solutions for **Asset Management and Wealth Management** domains. - Customize **Dynamics CRM/ERP modules** to meet business requirements, including **portfolio management, investment tracking, and client reporting**. - Develop **plugins, workflows, Power Automate flows, and Power Apps** to enhance Dynamics functionality. - Integrate Dynamics with **third-party financial systems, APIs, and data warehouses**. - Optimize performance, troubleshoot issues, and provide **technical support** for Dynamics environments. - Lead **migration and upgrade projects** from older Dynamics versions (AX, CRM) to **Dynamics 365**. - Work closely with **business analysts, stakeholders, and QA teams** to ensure seamless implementation. - Provide **technical leadership, mentorship**, and best practices to junior developers. - Ensure compliance with **financial regulations (SEC, FINRA, GDPR)** in all Dynamics customizations. ### **Required Skills & Qualifications:** - **10+ years of hands-on experience** in **Microsoft Dynamics 365 (F&O, CE)**, with a focus on **Asset & Wealth Management**. - **Microsoft Dynamics certifications** (e.g., **MB-500, MB-300, PL-200, or PL-400**). - Strong expertise in: - **Dynamics 365 development (X++, C#, .NET, JavaScript, Power Platform)** - **Dual-write, Dataverse, and Common Data Service (CDS)** - **Azure integrations (Logic Apps, Functions, Data Lake)** - **SQL Server, SSRS, Power BI for financial reporting** - Experience in **wealth management / asset management workflows** (client onboarding, KYC, portfolio analytics). - Knowledge of **financial data models, investment accounting, and regulatory compliance**. - Excellent problem-solving, debugging, and performance-tuning skills. - Strong communication skills for client and stakeholder interactions. ### **Preferred Qualifications:** - Experience with **Dynamics 365 Finance modules** (General Ledger, Fixed Assets, Treasury). - Familiarity with **Agile/Scrum methodologies**. - Previous work in **investment banking, hedge funds, or private equity firms**. |

Competencies: |

Digital : Microsoft Azure, Digital : Microsoft Power BI, Digital : Microsoft Dynamics 365 Finance, Capital Markets - Asset Management, SQL Server 2012 Reporting Services(SSRS) |

Experience (Years): |

10 & Above |

Essential Skills: |

### **Job Summary:** We are seeking an experienced **Microsoft Dynamics Developer** with over **10 years of expertise** in **Dynamics 365 (Finance & Operations, Customer Engagement)** and a strong background in **Asset and Wealth Management**. The ideal candidate should be **Microsoft Dynamics certified** and possess deep technical knowledge in customizing, configuring, and implementing Dynamics solutions for financial services. ### **Key Responsibilities:** - Design, develop, and implement **Microsoft Dynamics 365** solutions for **Asset Management and Wealth Management** domains. - Customize **Dynamics CRM/ERP modules** to meet business requirements, including **portfolio management, investment tracking, and client reporting**. - Develop **plugins, workflows, Power Automate flows, and Power Apps** to enhance Dynamics functionality. - Integrate Dynamics with **third-party financial systems, APIs, and data warehouses**. - Optimize performance, troubleshoot issues, and provide **technical support** for Dynamics environments. - Lead **migration and upgrade projects** from older Dynamics versions (AX, CRM) to **Dynamics 365**. - Work closely with **business analysts, stakeholders, and QA teams** to ensure seamless implementation. - Provide **technical leadership, mentorship**, and best practices to junior developers. - Ensure compliance with **financial regulations (SEC, FINRA, GDPR)** in all Dynamics customizations. ### **Required Skills & Qualifications:** - **10+ years of hands-on experience** in **Microsoft Dynamics 365 (F&O, CE)**, with a focus on **Asset & Wealth Management**. - **Microsoft Dynamics certifications** (e.g., **MB-500, MB-300, PL-200, or PL-400**). - Strong expertise in: - **Dynamics 365 development (X++, C#, .NET, JavaScript, Power Platform)** - **Dual-write, Dataverse, and Common Data Service (CDS)** - **Azure integrations (Logic Apps, Functions, Data Lake)** - **SQL Server, SSRS, Power BI for financial reporting** - Experience in **wealth management / asset management workflows** (client onboarding, KYC, portfolio analytics). - Knowledge of **financial data models, investment accounting, and regulatory compliance**. - Excellent problem-solving, debugging, and performance-tuning skills. - Strong communication skills for client and stakeholder interactions. ### **Preferred Qualifications:** - Experience with **Dynamics 365 Finance modules** (General Ledger, Fixed Assets, Treasury). - Familiarity with **Agile/Scrum methodologies**. - Previous work in **investment banking, hedge funds, or private equity firms**. |

Desirable Skills: |

### **Job Summary:** We are seeking an experienced **Microsoft Dynamics Developer** with over **10 years of expertise** in **Dynamics 365 (Finance & Operations, Customer Engagement)** and a strong background in **Asset and Wealth Management**. The ideal candidate should be **Microsoft Dynamics certified** and possess deep technical knowledge in customizing, configuring, and implementing Dynamics solutions for financial services. ### **Key Responsibilities:** - Design, develop, and implement **Microsoft Dynamics 365** solutions for **Asset Management and Wealth Management** domains. - Customize **Dynamics CRM/ERP modules** to meet business requirements, including **portfolio management, investment tracking, and client reporting**. - Develop **plugins, workflows, Power Automate flows, and Power Apps** to enhance Dynamics functionality. - Integrate Dynamics with **third-party financial systems, APIs, and data warehouses**. - Optimize performance, troubleshoot issues, and provide **technical support** for Dynamics environments. - Lead **migration and upgrade projects** from older Dynamics versions (AX, CRM) to **Dynamics 365**. - Work closely with **business analysts, stakeholders, and QA teams** to ensure seamless implementation. - Provide **technical leadership, mentorship**, and best practices to junior developers. - Ensure compliance with **financial regulations (SEC, FINRA, GDPR)** in all Dynamics customizations. ### **Required Skills & Qualifications:** - **10+ years of hands-on experience** in **Microsoft Dynamics 365 (F&O, CE)**, with a focus on **Asset & Wealth Management**. - **Microsoft Dynamics certifications** (e.g., **MB-500, MB-300, PL-200, or PL-400**). - Strong expertise in: - **Dynamics 365 development (X++, C#, .NET, JavaScript, Power Platform)** - **Dual-write, Dataverse, and Common Data Service (CDS)** - **Azure integrations (Logic Apps, Functions, Data Lake)** - **SQL Server, SSRS, Power BI for financial reporting** - Experience in **wealth management / asset management workflows** (client onboarding, KYC, portfolio analytics). - Knowledge of **financial data models, investment accounting, and regulatory compliance**. - Excellent problem-solving, debugging, and performance-tuning skills. - Strong communication skills for client and stakeholder interactions. ### **Preferred Qualifications:** - Experience with **Dynamics 365 Finance modules** (General Ledger, Fixed Assets, Treasury). - Familiarity with **Agile/Scrum methodologies**. - Previous work in **investment banking, hedge funds, or private equity firms**. |

Country: |

United States |

Branch | City | Location: |

Chicago(Downtown), IL
CHICAGO
Chicago, IL |

Keywords: |

Senior Microsoft Dynamics Developer |

Email is the best way to reach me if I missed your call

Regards,

Mahesh Kumar

Recruitment Lead

KK Associates LLC.

8751 Collin McKinney Pkwy, # 1302, McKinney, TX 75070

555 Metro Place North, Suite # 100, Dublin, OH 43017
Email: shetty.m

@kksoftwareassociates.com

Web: 

www.kksoftwareassociates.com

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Senior Microsoft Dynamics Developer with Finance and Asset and Wealth Management Exp -10+ Years Exp - Chicago, IL - onsite
[email protected]
https://jobs.nvoids.com/job_details.jsp?id=2334064&uid=
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12:13 AM 11-Apr-25


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