About this role
Job title: Sr. Specialist, Trade Enablement, Fund Solutions (VP Level)
About the Role
We are seeking a visionary and technically adept leader to head our Trade Automation initiatives. This VP-level role will be responsible for driving strategic automation projects across trade processing and reconciliation functions, integrating client trade data, and enhancing operational efficiency through cutting-edge technology solutions.
What You'll Do
-
Lead the design, development, and deployment of trade automation solutions across fund services.
-
Define and execute the automation roadmap aligned with business goals and regulatory requirements.
-
Champion process optimization and digital transformation initiatives across trade workflows.
-
Oversee integration of client trade files into internal systems, ensuring robust, scalable, and secure solutions.
-
Collaborate with client service managers, product teams, and external vendors to gather requirements and deliver tailored automation strategies.
-
Ensure high-quality delivery of ETL processes, data mapping, and exception handling.
-
Monitor and troubleshoot automation workflows, proactively resolving issues and minimizing operational risk.
-
Maintain comprehensive documentation for all automated processes to support audit readiness and transparency.
-
Mentor and lead a team of analysts and specialists across trade automation and reconciliation domains.
-
Foster a collaborative, high-performance culture focused on innovation and continuous improvement.
-
Partner with global stakeholders to align technology initiatives with business priorities.
-
What We're Looking For
-
Advanced proficiency in SQL, VBA, MS Access, and Excel.
-
Hands-on experience with ETL tools and data mapping.
-
Familiarity with Advent Geneva, Paxus, and market data providers (Bloomberg, Refinitiv).
-
Strong understanding of financial instruments including listed, unlisted, OTCs, derivatives, and private equity.
-
Deep expertise in Fund Administration, Trade Processing, and Capital Markets.
-
Experience in managing large-scale automation projects and system migrations.
-
Leadership & Communication: Proven ability to lead cross-functional teams and manage stakeholder relationships globally.
-
Strong analytical, problem-solving, and presentation skills.
-
Excellent verbal and written communication skills.