Title: Securities Finance - Techno Functional Consultant
Duration: Long term
Location: USA / Canada - Remote
Job Description:
Job Description Summary
With deep expertise in Securities Finance business processes, the consultant provides client facing functional and technical guidance on the business implications of financial systems and solutions. The role involves defining system scope and objectives aligned with client business strategies, regulatory requirements, and industry best practices, while acting as a trusted advisor to clients throughout the engagement lifecycle.
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Job Description
General Duties & Responsibilities
Works independently or as part of a global consulting team on client facing technology and business consulting engagements to meet specific client and industry requirements
Acts as a primary liaison between client stakeholders, operations, and technical teams, ensuring clear communication and alignment throughout project delivery
Researches, analyzes, and documents complex client business requirements, regulatory constraints, and system impacts across multiple platforms and applications
Defines product and solution scope, objectives, and functional requirements; produces detailed functional specifications and data models for implementation and testing
Creates clear, detailed documentation from which technical solutions and system configurations are developed
Analyzes industry trends, market practices, vendor solutions, and technology developments to recommend optimal solutions to clients
Assesses system impacts, dependencies, and integration considerations across upstream and downstream systems
Designs, improves, and optimizes business processes and operational workflows to increase efficiency and address complex client challenges
Evaluates available technologies and recommends solutions in collaboration with consulting and delivery teams
Defines test strategies and writes test plans and test cases; supports and coordinates system, integration, readiness, and user acceptance testing using client data
Influences client decision making regarding priorities, solution design, and vendor or platform selection
Consults directly with clients and may travel to client sites as required by project needs
Acts as a functional workstream lead or sub project lead on complex client engagements; mentors and reviews the work of less experienced consultants
Supports client and internal training initiatives, delivering knowledge transfer sessions or classroom training depending on audience and engagement requirements
Provides pre sales functional and solution support when required
Performs other related duties as assigned
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Education Requirements
Bachelor's degree in Computer Science, Information Systems, Finance, or an equivalent combination of education, training, and experience within the financial services industry, with a strong focus on Securities Lending, Repo, and Collateral Management domains.
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General Knowledge, Skills & Abilities
Core Securities Finance & Client Facing Skills
Expert functional knowledge of Securities Finance business processes, including Repo, Reverse Repo, Securities Lending & Borrowing (Agency, Principal, Broker/Dealer models), Collateral Management, Margining, and related lifecycle events
Strong front to back understanding of SecFinance workflows, covering trade capture, lifecycle processing, settlements, corporate actions, billing, reconciliations, and exception management
Proven experience in a client facing consulting role, serving as a trusted advisor and primary functional point of contact
Ability to translate complex client business requirements into clear functional specifications, data models, and implementation ready documentation
Hands on experience supporting UAT and client acceptance activities, including test case design, execution support, defect analysis, and coordination with development teams
Solid knowledge of market infrastructures, messaging standards, and best practices, including SWIFT MT5xx and ISO 20022
Strong awareness of regulatory and risk considerations impacting Securities Finance, including collateral eligibility, exposure management, and regulatory reporting (e.g., SFTR)
Professional & Technical Competencies
In depth knowledge of financial services industry practices and enterprise financial systems
Advanced understanding of system development life cycles (waterfall, iterative, and modern delivery approaches)
Knowledge of application architecture and system integration principles
Proficiency in business modeling and requirements definition techniques, including UML and use cases
Familiarity with quality management methodologies, tools, and testing frameworks
Working knowledge of at least one relevant programming or scripting language
Excellent analytical, problem solving, decision making, and time management skills
Strong interpersonal, negotiation, and stakeholder management capabilities
Excellent written and verbal communication skills, with the ability to engage effectively with executive, management, and technical audiences
Resourceful, proactive, and comfortable working in complex, international, multi client environments
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