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Implementation Analyst - OMS/PMS

New York

Job Type

Full Time



About the Role

OMS/PMS Implementation Analysts needed! NYC area only. $80k - $100k base plus bonus.

Primary Job Functions

o Efficiently manage to completion onboarding projects for hedge funds and asset managers.

o Analyze project requirements and provide complete documentation of the creation of functional analyses, runbooks and workflow reports.

o Identify and internally communicate software defects and draft technical proposals for client-requested changes in any product.

o Provide onsite and remote training for front office, back office, portfolio managers and compliance officers on the product suite and compose training documentation as needed.

o Manage firm’s vendor-client relationships, which include technology teams, prime brokers, fund administrators and executing brokers on behalf of the client.

o Consistently follow up with clients post-project, with the core purpose of enhancing user experience and identifying any upsell opportunities.

Candidate Qualifications and preferred attributes:

o Bachelor’s degree or University degree equivalent required

o 2-3 years of experience preferred

o Analytical thinking, problem solving and the ability to manage multiple projects and client expectations

o Experience with databases and knowledge of SQL

o Experience with Java and/or Python is a plus

o Working understanding of the FIX protocol

o Technical aptitude and desire to learn new technologies and languages

o Working knowledge and deep interest in financial markets and the investment process

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