Roles & Responsibilities:

• Working with functional leads and IT team to define approaches, requirements, and testing
• Objectives planning, defining scope and deliverables
• Creation and approval of core project documentation including business requirements, functional requirements, use cases, technical specifications, Epics/stories, current and future state diagrams, and support user acceptance testing
• Documentation of all required meeting materials and develop target state operating procedures
• Hands on product and data specialist
• Able to independently review and evaluate data sources, business rules etc...
• Support process re-engineering opportunities front to back for markets products
• Help the projects to capture and maintenance of all dynamic data within the core systems which impacts downstream Ops processing
• Project plan activity/SDLC tracking - planning, sequencing, and working with Development and QA teams
• Assist in testing phases to review test strategy, plans and test cases as well as documentation
• Risk and issue identification, communication, and resolution

Skills Required: 

• 12+ years of experience working with various Broker/Dealer products securities processing including Equities, Bonds, Treasuries, ABS, MBS, Securitized Products, Repos/Reverse Repo, Stock Borrow/Loan
• Prior experience in understanding and delivering requirements for First Trust Technology AlphaDEX® Fund (FXL)
• Experience delivering Financial Services related projects, familiarity with processes and controls
• Must be a strong writer and communicator with experience writing BRDs and FRDs
• Managed trade requirements throughout the transaction lifecycle
• Streamline interface to the business to end to end operational processes supporting the securities and derivatives product
• Analyses to warehouse and manage all Cash, Stock, FOBO and Inter-system reconciliations and help to investigate to fine-tune requirements.
• Ability to work across departments including Technology, Operations, Finance, Risk and various Front and Back Offices
• Experience with middle office systems, working with Broadridge systems – Finpro/ BPS/ Impact
• Experience with an Oracle General Ledger and Murex applications a plus
• Prior experience managing vendors highly desirable
• Prior experience in Waterfall and Agile Methodologies
• Prior experience in JIRA and SharePoint required
• Ability to present well and communicate clearly
• SQL – preferred experience in Oracle, SQL Server databases
• “Go-getter” attitude, ability to multitask and work in a team environment

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