Front Office Trading Operations (CRD)

Work for a team that is revolutionizing the management of multi-asset class data from any service provider or data vendor for a more holistic and integrated view of asset holdings. This award-winning platform enables aggregation, enrichment, validation and client consumption of investment data.

Primary Responsibilities:

• Oversee and operate data operations on Clients CRD OMS & Compliance platform
• Responsible to support trading, Portfolio construction activities from Data perspective on CRD
• Primary liaison between all input data to CRD (Data vendors, upstream platform etc.) and business users/
• Oversee the daily production process for Clients data
• Ensure compliance with the firm's policy and procedures for data operations
• Ability to work with technology teams to resolve issues and improve operational efficiency
• Work closely with Development on production issues and identification of automation tools
• Improve operational systems, processes and policies in support of the Clients mission -- specifically, support better information flow and management, business process and organizational planning
• Identifies and implement opportunities to improve operational efficiency
• Improve deal profitability through operational excellence focus
• Lead, develop and coach team

Qualifications:

• Required 5-10 years in operations supporting trading/portfolio management/performance/investment reporting/middle office functions in front office
• Prior experience operating CRD is a must - Focus on reference data, analytics and benchmark management on CRD.
• Experience interfacing with PM//Trading and compliance teams is required
• Expert in reference data, benchmarks and analytics
• Experience with analytics platforms like Port-Point/Yield book is a big plus
• Strong analytical skills for solving technical issues with global customers, plus the ability to lead and take ownership.
• Excellent communication, interpersonal and presentations skills. Rapport-building, negotiation, consensus-building and clear expectation setting and communications for clients as well as teams and members.
• Process definition, implementation, management and improvement capabilities including the documentation thereof.
• Scope, expectation and commitment setting, delivery and reporting for clients, teams and members.
• Project planning, management and documentation for new and steady state operations.
• Demonstrated ability to rationalize problems and use judgment and innovation to define clear and concise solutions.
• Strong team management and leadership experience
• CFA or master's degree in finance preferred