Sr. Subject Matter Expert - Implementations (OEMS)
About The Position
The Team: The Client Onboarding team is spread across three verticals (PMS, OEMS, and Managed Services Implementation) and is responsible for ensuring a smooth and efficient onboarding process for new clients. These teams act as the face of our Enfusion platform to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for internal CWAN teams including Product, Technology, and Account Management. The Role: The Electronic Trading (OEMS) Implementation Subject Matter Expert will work directly with Front Office teams to implement new trading systems and workflows. You will be acting as a dedicated Implementation Manager to lead the implementation process for Enfusion clients including project planning, requirements gathering, workflow review, product setup, UAT and client go-live. By working alongside the Electronic Trading Manager, you will be able to shape the product strategy and evolve Enfusion platform's Order and Execution Management System (OEMS).
Requirements
- 7+ years of experience/internship in Financial Services or Investment Technology: Buy-side (OMS, EMS, IMS) or Sell-side product design, development, and deployment.
- Degree in Finance, Accounting, Economics, Financial Math or related field
- An understanding of front to back-office electronic / STP trading workflows, including FIX Protocol and pre-trade compliance standards, across multi-asset financial instruments
- A strong understanding of a variety of financial products and derivatives (Equities, Options, Futures, FX, Fixed Income, CDS, IRS, etc.).
- Ability to handle and prioritize multiple projects and work independently
- Excellent verbal and written communication skills
Responsibilities
- Provide clients with consultation on best practices and workflows during implementations
- Engage with external parties to understand business workflows and translate them into software solutions
- Deliver best in class customer solutions offering scalability and client business enhancement
- Manage multiple projects simultaneously within set deadlines
- Provide product demos for internal and external parties to introduce and market new product features and offerings
- Deliver product enhancements and collaborate with the Development team during the implementation phase of projects.
- Maintain a technical understanding of how our products are built, and therefore be able to identify alternatives to end-user needs, technical limitations, and time-to market goals
- Act as a client escalation point and subject matter expert for any OEMS issues up to and through client initial go-live phase.
- Constantly evaluate the market (i.e. keep up with industry trends, and ensure compliance with new regulations) and adjust product roadmap priorities accordingly
Benefits
- Business casual atmosphere
- Team focused culture that promotes innovation and ownership
- Access cutting edge investment reporting technology and expertise
- RSUs as well as employee stock purchase plan and 401k with match
- PTO and volunteer time off to give back to the community
- Defined and undefined career pathways allowing you to grow your own way
- Work from anywhere 3 weeks out of the year
- Work from home Fridays
- Maternity and paternity leave
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
