The Client Onboarding team is spread across three verticals (PMS, OEMS, and Managed Services Implementation) and is responsible for ensuring a smooth and
efficient onboarding process for new clients. These teams act as the face of Enfusion to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for internal Enfusion teams including Product, Technology, and Account Management.
THE ROLE:
The Electronic Trading (OEMS) Implementation Lead Associate will work directly with Front Office teams to implement new trading systems and workflows. You will be acting as a dedicated Lead Associate to lead the implementation process for Enfusion clients including project planning, requirements gathering, workflow review, product setup, UAT and client go-live. By working alongside the Electronic Trading Manager, you will be able to shape the product strategy and evolve Enfusion’s Order and Execution Management System (OEMS).
WHAT YOU’LL DO:
- Provide clients with consultation on best practices and workflows during implementations
- Engage with external parties to understand business workflows and translate them into software solutions
- Deliver best in class customer solutions offering scalability and client business enhancement
- Manage multiple projects simultaneously within set deadlines
- Provide product demos for internal and external parties to introduce and market new product features and offerings
- Deliver product enhancements and collaborate with the Development team during the implementation phase of projects.
- Maintain a technical understanding of how our products are built, and therefore be able to identify alternatives to end-user needs, technical limitations, and time-to market goals
- Act as a client escalation point and subject matter expert for any OEMS issues up to and through client initial go-live phase.
- Constantly evaluate the market (i.e. keep up with industry trends, and ensure compliance with new regulations) and adjust product roadmap priorities accordingly
WHAT YOU’LL NEED:
- 3+ years of experience in Financial Services or Investment Technology: Buy-side (OMS, EMS, IMS) or Sell-side product design, development, and deployment.
- Degree in Finance, Accounting, Economics, Financial Math or related field
- An understanding of front to back-office electronic / STP trading workflows, including FIX Protocol and pre-trade compliance standards, across multi-asset financial instruments
- A strong understanding of a variety of financial products and derivatives (Equities, Options, Futures, FX, Fixed Income, CDS, IRS, etc.).
- Ability to handle and prioritize multiple projects and work independently
- Excellent verbal and written communication skills
Top Skills
What the Team is Saying
What We Do
Enfusion, a Clearwater Analytics company (NYSE: CWAN), helps investment managers solve their most pressing challenges by approaching innovation from a fundamentally different perspective. Our cloud-native, multi-tenant architecture powers continuous innovation, non-disruptive upgrades, and unmatched speed to market for institutional investors. We empower them to see clearly—so they can act with confidence.
From hedge funds to asset managers, we support firms in streamlining operations and scaling efficiently, so they can remain focused on performance and strategy. Our global team supports over 14,500 investment managers across nine global offices on four continents.
Follow Clearwater (https://builtin.com/company/clearwater-analytics) to stay informed on how we’re driving the future of investment technology—together.
Why Work With Us
Enfusion is your opportunity to pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career. Our environment is collaborative and entrepreneurial. We’re self-starters who work together to solve challenges and propel our mission forward. Enfusion is where your future meets the future of finance.
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Enfusion, a Clearwater Analytics company Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
