JOB DESCRIPTION

Job Title: Microsoft Dynamics Developer
Job Summary:
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.

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.
  

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REQUIRED SKILLS

Cloud Develope

• 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.