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Requires Subject Matter Expert with specific experience in Equity instruments. Experience supporting Investment Teams and Trading Desks is preferred. This role requires strong knowledge of the trade lifecycle, including end-user collaboration to ensure solutions meet business needs.
Partner directly with Portfolio Managers, Traders, and front office support teams to understand and optimize equity trading and investment workflows. Support order management, trade execution, portfolio construction, and real-time decision-making processes. Build strong stakeholder relationships through hands-on collaboration, understanding their daily workflows, pain points, and requirements. Translate front office needs into actionable system enhancements and process improvements.
Hands-on experience with OMS functionality including Order Entry, Trade Blotter, Real-Time Data, Manager Workbench, and Portfolio Views. Deep understanding of equity trading workflows within the OMS environment, from order creation through execution and allocation. Work directly with traders and portfolio managers to troubleshoot issues, optimize system usage, and configure OMS settings to support specific trading strategies and workflows.
Detailed instrument knowledge across equity products including Common Stock, American Depositary Receipts (ADRs), Exchange-Traded Funds (ETFs), Real Estate Investment Trusts (REITs), and preferred stock. Understanding of Foreign Exchange (FX) considerations for international equity trading, mutual funds processing, and auto-hedge functionality. Knowledge of broker setup requirements, FIX protocol connectivity for electronic trading, and Central Trade Manager (CTM) workflows for trade communication and settlement instruction management.
Strong ability to work with ambiguity and abstract requirements in a fluid environment. Facilitate requirements gathering sessions with Investment Teams and Trading Desks to understand their evolving needs. Balance competing priorities across multiple stakeholders while maintaining focus on delivering solutions that enhance front office productivity and trading efficiency.
Comprehensive understanding of the equity trade lifecycle from order placement through settlement, including trade capture, confirmation, allocation, affirmation, clearing, and settlement processes. Knowledge of corporate actions processing and their impact on equity positions and trading workflows.
