Domain Expertise & Market Knowledge: 15+ years of experience in solution architecture, product management, solution engineering, or senior client facing roles focused on front office investment technology. Deep domain knowledge of portfolio management workflows including portfolio construction, rebalancing, sleeve level management, and total portfolio view. Strong understanding of order management and trade execution across asset classes, including OMS/EMS integration patterns, FIX protocol, and best execution frameworks. Knowledge of investment compliance workflows and regulatory requirements (MiFID II, Dodd Frank).
Design extensible AI data processing, knowledge engineering, and indexing frameworks with unified interfaces to adapt to new sources, formats, languages, models, rules, and algorithms; support incremental updates, index rebuilds, historical backfill, deletion, and authorization expiry.
Monitor engagement progress, follow up on outstanding information/review points, and coordinate with teams and clients to meet agreed completion deadlines.
Monitor engagement progress, follow up on outstanding information/review points, and coordinate with teams and clients to meet agreed completion deadlines.