Lead discovery sessions on client requirements for financial instruments portfolio
Gather and document full requirements and implementation scope
Articulate design rationale and functional strategy
Act as SME for financial instruments and risk; train clients and internal teams
Build and implement the solution
Provide support and troubleshoot during implementation

🎯 Requirements

Bachelor’s degree in Business or equivalent experience
Enrollment in CFA, CTP or other program a plus
Experience in Treasury, Relationship Banking, or Fintech
Proven project management and implementations experience
Understanding of the market environment for financial instruments
Adept with financial math

🎁 Benefits

Competitive benefits covering healthcare, retirement, family support
Employee giving match
Mobile phone stipend
Wellness reimbursement and weekly onsite/virtual programming
Generous vacation policy and parental leave
Catered lunches and on-site amenities

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