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, Client, 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) Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company. Diverse Lynx
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