Industry Knowledge:

Has demonstrable, deep expertise in one or more commercial-grade Trade Order Management Systems.    Should understand key functions for front, middle and back office as well as compliance.

Knowledgeable across several product strategies, such as the following:

Equity:

• Equity active management:  Large, mid and small cap.
• Equity modeling and hedging strategies
• Equity passive management
• International and emerging markets

Fixed Income  

• Core and “core plus” portfolios
• Short-term
• Tax-advantaged strategies
• Credit derivative strategies, including international
• Structured product
• Bank loans

Securities lending

Business Knowledge:

• Strong understanding of the financials of professional services firms  
• Understanding of departmental of Profit & Loss (P&L) and managing to utilization goals.
• Understanding of sound human resource management and career development.

Skills:

• Project Management Capabilities:  Coach team members on creating logical project plans.  Use expertise to assist project managers with creating  workable project plans with milestones, dependencies and resources.
• Capable of presenting to all levels, including C Suite:
  • Ability to deliver clear messages
  • Explain complex issues and articulate solutions
  • Help clients make good decisions
• Proven Coaching Skills
  • Identify gaps in team performance and understanding
  • Create plans to close gaps and improve performance
  • Encourage and support team members
• QA/Testing:
  • Plan testing programs
  • Utilize and improve artifacts
  • Staff testing teams

Experience:

• Minimum 10 years Investment Management Experience
• Minimum 5 years OMS implementation experience
• Experience running a high-performing team consulting team and growing the practice
• Successful track record of developing and nurturing referenceable clients
• Successful in expanding company contacts and finding and developing new client relationships
• Candidate should have industry contacts that support his/her level of industry experience

Responsibilities:

Grow the practice in accordance with company goals:

• Establish IMP as a trusted partner with clients by delivering consistently outstanding service.
• Expand contacts throughout the client organization;
• Land additional projects at current clients;

Consistently meet P&L goals

• Manage team utilization to goals.
• Enhance team skill and knowledge to support utilization and rates
• Grow the team

Demonstrate industry thought leadership

• Stay up to date on industry best-practices and trends.  
• Build personal credentials and demonstrate expertise by completing speaking engagements each quarter, with at least one external (e.g. industry conference).