ROBERT LUNDER
Stamford,CT
Summary
My background in engineering and technology implementations has shaped my passion for project management by bridging the gap between technical teams, business stakeholders, and clients.
Overview
5
5
years of professional experience
Work History
IMPLEMENTATION ENGINEER
Allvue Systems
05.2026 - Current
- Working within the Engineering department, assisting clients with designing, developing, and implementing custom enhancements & workflows for their private credit book of business on our cloud-based platform
- Design and develop SQL-based solutions using Stored Procedures and Table-Valued Functions to create interactive custom panels and widgets, translating client requirements into tailored data-driven functionality
- Utilized the Cursor AI plugin within client repositories to enhance code review workflows, automate routine review tasks, and improve productivity
- Own the end-to-end software deployment lifecycle by packaging, validating, and promoting code changes through DEV, QA, UAT, and Production environments
- Lead multiple concurrent client development initiatives, coordinating priorities, managing project timelines, and communicating progress with internal engineering teams and external stakeholders to deliver projects on schedule
ASSOCIATE, IMPLEMENTATION SPECIALIST
iCapital
04.2023 - 05.2026
- Worked within the Product team assisting large distributors and general partners integrate their alternative investment business on to our platform to enhance their advisor experience
- Led large-scale strategic initiatives, including API integrations and new in-house investment workflows, managing cross-functional collaboration across clients, Product, and Engineering to drive requirements gathering, project execution, and delivery of scalable solutions
- Developed and maintain complex SQL queries for fund and investment level automated reporting to provide insight into client metrics
- Lead our QA testing and rollout plan for one of our largest clients regarding new investment workflows and UI enhancements
SPECIALIST, CLIENT SUCCESS
Adhesion Wealth Advisor Solutions
05.2022 - 04.2023
- Assisted advisors with platform navigation including account enrollments, cash management activities, building allocations, analysis of manager models, report generation, etc
- Resolved trading inquiries regarding executed or pending transactions via our in-house trading application (Vestmark) resulting from wash sales, allocation drift and cash rebalances
FINANCIAL PARAPLANNER
Capital Financial Advisors of NY, LLC
07.2021 - 05.2022
- Assisted a team of advisors in helping create various retirement accounts for new clients
- Created client retirement projections from the provided financial statements and assigned an investment portfolio based on their financial experience and status
Education
B.S. - BUSINESS ADMINISTRATION
Siena College
Skills
- SQL
- GitKracken
- Azure DevOps
- Cursor
- Jira
- Project Management
- Microsoft Office
- Team Leadership
- Client Engagement
- Time Management
Current Profession
IMPLEMENTATION ENGINEER
Timeline
IMPLEMENTATION ENGINEER
Allvue Systems
05.2026 - Current
ASSOCIATE, IMPLEMENTATION SPECIALIST
iCapital
04.2023 - 05.2026
SPECIALIST, CLIENT SUCCESS
Adhesion Wealth Advisor Solutions
05.2022 - 04.2023
FINANCIAL PARAPLANNER
Capital Financial Advisors of NY, LLC
07.2021 - 05.2022
B.S. - BUSINESS ADMINISTRATION
Siena College