Demo

Technical Platform Lead - Investment Operations

Converged Security Solutions
Boston, MA Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 4/13/2025

Overview

Seeking a Technical Platform Lead for our client's Investment Operations Group working on site in their Boston office. The Investment Operations Technical Platform Lead will play a key role in supporting all aspects of technology for the investment operations business team. This team is responsible for managing business functions including portfolio accounting, corporate action process, pricing and security data management, performance, and reconciliation. This person will work very closely with multiple business and technology teams to ensure all platforms are properly configured and manage a backlog of improvements and strategic business initiatives.

Essential Job Duties and Responsibilities

Responsibilities

  • Facilitate technology projects from start to finish, including gathering / documenting requirements, communicating with development team, and overseeing / assisting with testing, implementation, and ongoing maintenance
  • Manage backlog of business team's requirements and facilitate prioritization and development
  • Develop a detailed understanding of the investment operations workflows and current technology solutions that support them
  • Perform product management activities such as requirements gathering, detailed data analysis, and testing while collaborating with business teams.
  • Participate in daily stand-ups and scrum sessions with the development teams.
  • Plan and forecast project and development activities across initiatives with project managers and SCRUM masters.
  • Participate in the onboarding and oversight of project resources as needed.

Minimum Qualifications and Requirements

Basic Qualifications

  • Minimum 10 years of experience on project teams in the financial services industry, ideally within a buy side organization
  • Four-year college degree
  • Ideal Qualifications

  • Demonstrate a strong understanding of data analysis and SQL
  • Understanding of asset management operations workflows and functions.
  • Understanding of full development lifecycle and interest in pursuing a career in an evolving technology organization
  • Passion for learning and managing new technologies
  • Understanding of financial instruments and pricing
  • Strong analytical and problem-solving skills
  • Passion for product development and technology solutions
  • Relevant project management experience
  • Excellent interpersonal and oral / written communication skills
  • Ability to work effectively in a team-oriented environment
  • EOE Statement

    Evolver is an equal opportunity / affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

    Actual salary will depend on factors such as skills, qualifications, experience, market and work location. Evolver offers benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies. The annual salary range for this position is between : $155,000-$175,000 USD.

    Salary : $155,000 - $175,000

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