Knowledge:
Has demonstrable, deep expertise in one or more commercial-grade Trade Order Management Systems. Should understand key functions for:
- Portfolio Construction
- Trading
- Compliance
- Middle Office
Should understand the construction of the database, how trades and block orders move through the system, basic table construction and interoperability.
Skills:
- Project Management Capabilities: Create a workable project plan with milestones, dependencies and resources
- Identify workstreams withing the project plan
- Articulate deliverables
- Assess needed resources; match resource to needs
- Manage deliverables within a sprint
- Analytical Skills
- Requirements Gathering/Workflow analysis
- Requirements Delivery
- Problem-solving skills
- Presentations Skills
- Ability to deliver clear messages
- Explain complex issues and articulate solutions
- Help clients make good decisions
- Coaching Skills
- Identify gaps in team performance and understanding
- Create plans to close gaps and improve performance
- Encourage and support team members
- QA/Testing
- Ensure robust testing within projects
- Create achievable test plans
- Ensure testing is auditable and repeatable
Experience:
- Minimum of 3 Complete Implementations in a lead role for firms with a minimum of $20B aum and at least one firm with AUM >$200b.
- Minimum of 7 years of directly-related experience and 10 years of industry experience.
- Candidate should have industry contacts that support his/her level of industry experience.
Responsibilities:
Manage and grow the OMS practice and deliver consulting services.
- Accurately assess what clients need
- Manage Complex Projects with Multiple Streams
- Drive projects to produce desired outcomes
- Identify problems/blockers and coach clients and teams through to resolution
Grow the practice in accordance with company goals:
- Establish IMP as a trusted partner with clients by delivering consistently outstanding service.
- Expand contacts throughout the client organization;
- Land additional projects at current clients;
Demonstrate industry thought leadership
- Stay up to date on industry best-practices and trends.
- Build personal credentials and demonstrate expertise by completing speaking engagements each quarter, with at least one external (e.g. industry conference).
- Share knowledge with the team.
- Assist in sales by bringing OMS subject-matter expertise to client meetings.
