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Job Description Summary

Investment Management Business areas supported include Corporate Actions, Trade Operations, Portfolio Accounting, Pricing, Collateral Management, and Derivatives Trade workflow. Business and Operational knowledge of Equities, Futures, Forwards, Options, OTC and Cleared Swaps, Mutual Funds, Structured Products, ETF, Fixed Income Securities and Alternative Investments like Private Equity & Hedge Funds is a must. Working knowledge of the Charles River and Murex OMS trade interface with Eagle STAR for the asset classes above is a plus. Also desirable would be direct experience working with external financial market data vendors like Bloomberg, IDC, S&P, Reuters, & FACTSET.

Key Responsibilities and Duties

Liaise closely with all Middle & Back Office operations and technology application teams to generate business and Eagle application functional requirement documents and design specifications for both BAU and strategic enterprise level projects.
Conduct workshops with technical architects and infrastructure teams to manage solution design delivery and ensure that the product delivery meets the complete business requirements.
Act as a SME and business point of escalation for key production issues.
Document current state functional workflows across the business areas defined in the summary and design end to end strategic workflows meeting key business and operational needs.
Lead the preparation and coordination of integration and user acceptance. testing across multiple applications and business stakeholders, ensuring issues are resolved in a pragmatic and timely manner.
Prepare and provide ongoing project communications, reporting status, risks, and issues to the Steering Committees, PMO, and IT leadership.
Manage IT and Operations Stakeholders expectations in support of multiyear roadmap projects goals and deliverables.
Assist in creating and managing project plans using Project Management Tools to manage projects related to the functional areas described in the summary section. •

Last updated on Nov 21, 2022

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