Full-Time

Professional Services

Implementation Consultant, Trading

Confirmed live in the last 24 hours

TS Imagine

TS Imagine

201-500 employees

SaaS platform for trading and risk management

Data & Analytics
Fintech

Mid

New York, NY, USA

Required Skills
Sales
Communications
Salesforce
JIRA
Marketing
Confluence
Requirements
  • Bachelor’s degree or equivalent
  • Technical understanding and knowledge of buyside workflows in the front office, with a specific focus of at least 2 of the following: fixed income, equities, listed derivatives, crypto
  • Thorough and hands-on knowledge and experience of order and execution management workflows and functionality
  • Understanding of financial markets products, electronic trading process, regulation, risk, operations, and associated front office order execution and order flow requirements
  • Strong network of relevant contacts within the buyside community
  • Highly proficient communication skills, both written and oral
  • Foreign languages an asset
  • Ability to positively engage with and contribute to the wider global team
  • Willingness to work occasional evenings and/or weekends to accommodate client deadlines and time-zone differences
  • Ability and willingness to provide leadership to more junior members of a team
  • Proficient with tools such as Salesforce, JIRA, Confluence
Responsibilities
  • Build a relationship with clients and understand their business strategies across all asset classes
  • Perform visits, phone calls, and updates to ensure client satisfaction and expectations are managed
  • Identify revenue opportunities and upselling possibilities to existing clients
  • Identify risks and provide feedback internally
  • Assist in marketing campaigns and client entertainment events
  • Provide point of escalation for ongoing support issues
  • Initiate and lead project kick-off with new clients and transfer knowledge from sales process
  • Define and document complex workflows and requirements for implementation
  • Provide ongoing management of client expectations and user training
  • Setup and configure client UAT and liaise with brokers, dealers, and venues for client access
  • Manage complex implementation projects and resolve dependencies quickly
  • Create and maintain client workflow documentation and manage project lifecycle
  • Log all time spent in FinancialForce
  • Create statements of work defining proposed solutions
  • Review and test new client workflow before handing over SOWs to clients
  • Provide high-level business updates to internal stakeholders
  • Facilitate client entertainment and networking events

TS Imagine offers a world-class SaaS platform that integrates portfolio management, trading, risk management, and compliance. This platform supports a wide range of technologies and caters to around 500 global institutions including hedge funds, asset managers, and other financial entities. Working here provides exposure to industry-leading financial and trading technologies combined with opportunities for professional growth in an international, multi-office environment.

Company Stage

Acquired

Total Funding

N/A

Headquarters

New York, New York

Founded

2021

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

8%

2 year growth

21%