Implementation Consultant

Role Overview

• 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
• 401k Matching Program
• Professional Development Reimbursement
• Flexible Personal/Vacation Time Off
• Sick Leave
• Paid Holidays
• Medical
• Dental
• Vision
• Employee Assistance Program
• Parental Leave
• Discounts on fitness clubs, travel and more!