Business Technology Liaison

Job Summary: Responsible for sustaining, enhancing and developing electronic communication relationships with Fund Managers in all aspects of electronic reporting, trade receipt and straight through processing. Consults with Investment Fund Managers to analyze and determine their need and usage of our Products. Define and document software application enhancements. Provide technical support during Fund Manager calls. Research and resolve problems involving data transmission. Serves as the technical support and implementation liaison between the Fund managers and internal partners for all set up activities, training and ongoing questions as they relate to products.

 

Major Duties:

?  Work with Relationship and Fund managers to gain understanding of Fund manager needs and implements product(s) accordingly.

?  Keeps abreast of new and existing bank products and services in order to meet the clients? business needs.

?  Provide feedback to the application development team to aid product development and ensure that the Fund managers? needs are met.

?  Interacts with Fund Managers and internal staff in systems and operations to formulate and implement solutions to improve processing.

?  Identifies impact of changes and processes; facilitates acceptance of change through training and communication.

?  Trains Fund Managers using a variety of methods: on-site instruction, teleconference training, or interactive training software.

?  Provides leadership to projects as needed, performs time estimates and regularly reviews status of projects.

?  Define and document business requirements as they relate to new SWIFT message development and enhancements.

?  Perform user acceptance testing of new products

?  Advises relationship managers and partners in other areas regarding implementation issues.

?  Acts in advisory capacity to aid straight through processing.

?  Ensures that all necessary Fund Manager documentation is completed according to guidelines. Provides procedures and documentation for rollout processes.

 

Knowledge/Skills:

?  Knowledge of Securities industry, gained in either a global custody or Investment Management environment are required to develop and recommend software solutions to meet clients business needs.

?  Negotiation and persuasion skills are required to work with partners and implement systems or application changes and/or enhancements.

?  Organizational skills are needed to handle multiple and complex assignments and to perform project related assignments.

?  Analytical and problem solving abilities are required to understand and devise solutions for clients? business needs.

?  Strong communication skills are required to gather business needs from Fund and Relationship managers.

?  Knowledge of systems applications, and knowledge of PC software products and capabilities, usually acquired through related work experience, are needed to consult with partners and clients.

?  Knowledge of SWIFT or other related data standards, usually obtained through prior experience is desirable.

 

Experience Required:
3-5 years Securities Industry experience, including prior client contact experience.