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Junior Implementation Specialist

Junior Implementation Specialist (0 to 2 years prior experience)

Product implementation specialists work with a team of some of the most experienced people in the finance industry, they are responsible for implementing and managing data control processes across some of the top banks and brokers. The position provides for direct interaction with customers and provides a great opportunity to gain experience across multiple firms and segments of the finance industry.

Responsibilities include:

  • Participate in daily client support – the Support Team works to resolve both technical and business issues/questions interacting with clients and senior members of the Implementation Team
  • Configuration of the firm’s proprietary compliance monitoring and reconciliation software for clients across various industries and reporting regimes with primary focus on broker dealer transaction reporting
  • Manage multiple aspects of client implementation projects including, but not limited to, project management, business and trade flow analysis, data analysis, workflow design, training, documentation, and production support
  • Coordinate with technical implementation managers and developers on product enhancements and client software upgrades

Desired Skills and Experience:

The position requires a self-starter with strong communication and technical skills, the ability to understand and adapt to a wide variety of compliance and data analytical projects, and the desire and ability to maintain the company’s strong compliance monitoring program and record.

  • Business, Computer Science, or Engineering degree
  • Technical mindset with strong Excel skills or other technical skills (VBA, Python, SQL) preferred
  • Familiarity with broker dealer transaction reporting requirements (Consolidated Audit Trail, Electronic Blue Sheets, TRACE, LOPR, etc.) is a plus
  • Prior experience designing reconciliations or performing exception management in reconciliations, or another capacity is a plus
  • Operational understanding of broker dealer trade flows in Equities, Options, or other products is a plus
  • Strong time management skills