Location: Charlotte, NC or London, UK
Type: Permanent
Job Summary
Our client has recently launched an exciting, multi-year strategy to build a modern and digital technology platform. As part of our evolution, we are on a journey to modernize our investment systems environment with touchpoints throughout front, middle and back office processes.
As a leader within the Investment Platforms technology team, the Investment Platform Implementation Lead is responsible for the oversight, installation, implementation and deployment of industry-leading vendor products designed for investment management. The candidate has an understanding of capital markets, business goals, investment and operational processes, and has experience leading a team that has successfully implemented large scale vendor products in the finance industry from a technology perspective.
Primary Responsibilities
- Lead an internal team to drive forward modern investment platform implementations, including system configuration, quality engineering, testing and change management activities
- Liaise with vendor’s implementation team and provide strong leadership for our client's relationship
- Gain an in-depth knowledge of vendor product functionality and workflows to ensure internal stakeholders take full advantage of application tools and capabilities
- Interpret investment and operational processes for a variety of asset classes, including fixed income, structured products, equities and private debt; translate those designs into vendor platform configurations and workflows
- Deliver phased product implementations on a regular, prescribed cadence using agile methodologies and tools
- Work closely with the project management office to ensure the execution of plans correspond to what is being promised throughout the project or product lifecycle
- Interface directly with vendors to administer the implementation project plan, as well as the coordination of resources across multiple teams both internally and with the vendor
- Engage vendors’ product development teams to advocate for application enhancements needed internally for our client
- Consult with internal Platform Transformation, Enterprise Architecture and Investment platforms support teams to ensure implementation plans adhere to our client's goals overall
- Help facilitate training and creation of documentation to support internal users after implementation is complete
- Guide transition from implementation activities into an appropriate support model
Qualification
- Proven track record implementing investment management systems (portfolio management, trading systems, etc.)
- Experience leading implementation teams capable of executing large scale projects on time and successfully
- Development experience with no code and low code platforms; development experience with APIs, SQL, ETL tools, XML/XSLT and/or C# a plus
- Minimum of 8 years of experience within information technology and 5 years of experience in financial industry
- Familiarity with industry leading vendor investment management platforms such as BlackRock Aladdin, State Street Alpha (Charles River) and alternative asset management platforms
- Strong knowledge of asset management industry, specifically fixed income, private debt, and public equity asset classes
- Understanding of the investment lifecycle, including asset origination, underwriting, order management, trade execution and portfolio management
- Bachelor’s degree in Computer Science, Information Systems, Business Management, Financial Management, or equivalent
- Creative, analytical thinker with exceptional problem solving skills
- Working experience with agile methodologies, tools and processes; experience with Azure Boards is a plus
- Well organized with excellent written communication and presentation skills