The Technical Consultant is a client‑facing technical expert responsible for designing, configuring, integrating, and supporting complex financial systems within the Securities Finance domain. The role combines strong technical expertise with a solid understanding of business processes, enabling the consultant to translate client requirements into robust, scalable technical solutions aligned with industry standards and regulatory requirements.
Job Description
General Duties & Responsibilities
* Works independently or as part of a global Professional Services team on client‑facing technical consulting engagements
* Acts as a primary technical point of contact for clients, collaborating closely with client IT, operations, and internal delivery teams
* Analyzes client technical environments, system architectures, and integration requirements
* Translates functional and business requirements into technical designs, configurations, and implementation approaches
* Designs, configures, and implements solutions across multiple platforms and applications within Securities Finance ecosystems
* Produces detailed technical documentation, including architecture diagrams, interface specifications, data mappings, and configuration guides
* Supports system integration across upstream and downstream systems, ensuring data consistency, performance, and reliability
* Analyzes system impacts, dependencies, and technical risks across complex, multi‑system landscapes
* Provides expert input on technology selection, architecture decisions, and implementation strategies
* Defines and supports technical testing activities, including system, integration, performance, and user acceptance testing
* Investigates and resolves complex technical issues, data inconsistencies, and production defects
* Supports client environments during go‑live and post‑implementation stabilization phases
* Collaborates with development teams, product teams, and third‑party vendors to resolve technical challenges
* Consults directly with clients and may travel to client sites as required by project needs
* Acts as a technical workstream lead or sub‑project lead on complex client engagements
* Mentors junior technical consultants and reviews technical deliverables
* Supports pre‑sales technical activities, including solution design, estimations, and client presentations
* Performs other related duties as assigned
Education Requirements
Bachelor’s degree in Computer Science, Information Systems, Engineering, or a related technical discipline, or an equivalent combination of education, training, and experience within the financial services industry, preferably in Securities Lending, Repo, or Collateral Management environments.
General Knowledge, Skills & Abilities
Core Technical & Client‑Facing Skills
* Strong technical expertise in enterprise financial systems, preferably within the Securities Finance domain
* Proven experience in a client‑facing technical consulting role, delivering complex implementations and integrations
* Solid understanding of front‑to‑back SecFinance workflows and how they map to technical solutions
* Ability to translate business and functional requirements into technical architecture, configuration, and integration designs
* Hands‑on experience with system configuration, customization, and deployment
* Strong experience with system integration, including APIs, messaging, batch interfaces, and data transformations
* Strong understanding of data models, relational databases, and data analysis techniques
* Experience supporting UAT, go‑live, and production support activities, including defect analysis and resolution
* Awareness of regulatory and operational considerations impacting Securities Finance platforms
Technical Competencies
* Advanced understanding of system architecture, application design, and integration patterns
* Experience working with databases, SQL, and data analysis tools
* Working knowledge of one or more programming or scripting languages (e.g., Java, Python, or similar)
* Familiarity with batch processing, scheduling, and reporting frameworks
* Knowledge of software development life cycles, including waterfall and agile delivery models
* Understanding of quality assurance methodologies and testing frameworks
DevOps & Delivery Practices
* Experience working within DevOps-oriented delivery models, supporting continuous integration and continuous delivery (CI/CD) pipelines
* Familiarity with version control systems (e.g., Git) and collaborative development workflows
* Experience supporting or integrating with automated build, deployment, and release pipelines
* Ability to work closely with development and DevOps teams to troubleshoot environment, configuration, and deployment issues
* Understanding of environment management across development, test, UAT, and production landscapes
* Awareness of infrastructure concepts such as cloud platforms (Azure, AWS, others), containerization, and configuration management as they relate to enterprise financial systems
* Experience contributing to automation of testing, deployments, and operational processes to improve delivery quality and stability
* Strong alignment with agile and DevOps principles, including iterative delivery, automation, and continuous improvement
Professional Skills
* Excellent analytical and problem‑solving skills, with the ability to troubleshoot complex technical issues
* Strong communication skills, capable of explaining technical concepts to non‑technical stakeholders
* Ability to influence client technical decisions and recommend best‑fit solutions
* Strong organizational and time‑management skills, managing multiple client deliverables concurrently
* Comfortable working in international, multi‑client, and multi‑vendor environments
* Proactive, resourceful, and able to work with minimal supervision on complex technical challenges
Added Bonus If You Have
* Hands‑on experience with SFTC / Apex Collateral --> Securities finance trading collateral OR any application working knowledge related to Securities finance trading collateral.
* Strong technical background in databases, Java, data analysis, or reporting tools