Work with the sales team and implementation architects to understand client needs/workflows for the Order Management System during beginning stages of project
Implement, configure, and test the front-office product suite with a focus on core Order Management functions and integrations
Manage multiple concurrent projects across global clients and help address the pipeline of new implementation work
Work alongside team members to help as they manage all aspects of the Eze OMS implementation from gathering and documenting business requirements to outlining systems configuration and integration concerns; provide backup coverage when needed and share in team successes
Implement key workflow configurations as agreed upon in documented Business Requirements
Coordinate and help document user acceptance testing and configurations utilizing a training tracker matrix
Lead OMS overview and deep-dive product training sessions for various user personas including Portfolio Managers, Traders, and Operations
Coordinate and collaborate with internal specialist teams (FIX, APIs, Compliance, etc.), clients and third parties, and assist Project Managers in providing status updates
Support client go-live events both onsite and remotely as required; investigate/triage issues on the fly during the post go-live period prior to transitioning client to BAU support
Document client configurations and customizations to be referenced for support teams
Actively engage with stakeholders to identify areas of inefficiency and improve internal team processes
Continuously develop business knowledge of the investment management industry through exposure to different client profiles including hedge funds, asset managers, and ETF providers
Requirements
Bachelor’s degree required
2 – 10 years of professional experience in either a financial services or technology support role preferred
Demonstrated project management and organizational skills; must have the ability to prioritize and manage multiple projects effectively in a fast-paced environment
Must have analytical thinking and problem-solving abilities
Effective communication skills to set internal and external expectations
Working knowledge of relational databases, Windows server environments and experience learning new technical tools.
Benefits
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans