What are the responsibilities and job description for the Finastra Technical Consultant position at Heliogic LLC?
Job Details
Role: Finastra Technical Consultant Location: San Antonio, Texas Project Tenure: 12 Months Relevant Experience: 13 Years
Responsibilities:
Demonstrate deep understanding and hands-on experience with Finastra - Summit OTC derivatives
platform.
Act as a subject matter expert in various OTC products and their lifecycle, including trade processing,
settlements, and regulatory reporting.
Manage and optimize OTC derivatives related workflow, including confirm/affirm process, trade
capture, CCPs (Central Counterparties), and ISDA agreements.
Oversee collateral management activities, including margin calls, collateral agreements, and
reconciliations.
Ensure compliance with regulatory requirements and industry standards related to collateral
management.
Work with DTCC Report Hub for regulatory reporting and ensure accurate and timely submissions.
Collaborate with internal teams and external stakeholders on regulatory reporting requirements and
implementations.
Provide technical consultation and support to internal teams, clients, and stakeholders on Finastra
Summit OTC derivatives platform.
Assist in troubleshooting technical issues, analyzing system performance, and implementing solutions.
Create and maintain technical documentation, user guides, and training materials for Finastra Summit
platform.
Conduct training sessions and workshops for internal staff and clients on platform functionalities and
best practices.
Collaborate with cross-functional teams, including business analysts, developers, and project
managers, to ensure successful project delivery.
Communicate effectively with clients, vendors, and regulatory bodies on platform-related matters.
Proficiency in PL/SQL for Oracle and T-SQL for MS SQL Server, including stored procedures, triggers,
and database optimizations.
Demonstrate deep understanding and hands-on experience with Finastra Summit, particularly in its
customization using Java, C#, or Finastra's proprietary scripting language.
Experience with web development technologies such as HTML, CSS, JavaScript, and frameworks -
Angular, React.
Experience in integrating financial systems using APIs, web services, and messaging protocols (RESTful
APIs, SOAP, JMS).
Skills in data analysis, data modeling, and reporting tools like Tableau, Power BI, or similar BI tools.
Knowledge of version control systems like Git for code repository management and collaboration.
Experience working in Agile software development methodologies, including Scrum, Kanban, and user
story management.
Proficiency in documentation tools such as Confluence & SharePoint for maintaining project
documentation and knowledge sharing.
Qualifications:
Bachelor's degree in Finance, Business Administration, Computer Science, or related field.
13 years of hands-on experience with Finastra - Summit OTC derivatives platform in a techno functional role.
Expertise in OTC derivatives products and their lifecycle, OTC derivatives workflow, confirm/affirm process,
trade capture, CCPs, ISDA agreements, DTCC Report Hub, collateral management, margin calls, and regulatory
reporting.
Good Knowledge of regulatory requirements and compliance standards in the financial se
