Role Overview

We are seeking a Consultant II to lead and support implementation of FIS Dolphin Investor Services

solutions including Investor Services Manager (ISM), Lifecycle Manager (LCM), Workflow Process

Manager (WFPM) and Investor Services Portal. The role requires a blend of consulting, business

analysis, solution design, regulatory compliance knowledge and client-facing delivery expertise.

Core Responsibilities

Lead end-to-end implementation activities across client environments.
Conduct workshops and translate business operating models into system configuration and

workflow designs.

Design onboarding, AML/KYC, FATCA/CRS and investor servicing workflows.
Coordinate integrations, data migration and reconciliation activities.
Manage testing, deployment readiness and go-live planning.




Act as escalation point for delivery issues and stakeholder concerns.

Required Qualifications

Experience: 3-5 Years

Experience with ISM, LCM, WFPM and Investor Services Portal.
Knowledge of investor onboarding, transfer agency and fund administration.
Understanding of AML, KYC, FATCA and CRS regulations.
Experience with REST APIs, workflow orchestration and integration patterns.
Strong stakeholder management and communication skills.

Preferred Attributes

Solid client-facing approach, consulting mindset, delivery governance awareness, documentation

discipline and ability to work across multiple stakeholders and projects

📌 Consulting Analyst (Chennai)
🏢 Cognizant
📍 Chennai