Financial Engineer providing subject matter expertise in quantitative analysis and financial modeling for wealth management. Collaborating with clients and product teams to enhance portfolio and client management.
Responsibilities
Master and demonstrate deep knowledge of the d1g1t product suite.
Act as a subject matter expert and trusted advisor, guiding customers through successful implementation and providing best practice recommendations.
Independently resolve complex technical issues during data migration and integration.
Lead implementation calls and tailored training sessions aligned with client workflows and objectives.
Maintain strategic implementation roadmaps, ensuring timely achievement of milestones.
Proactively identify and mitigate project risks, roadblocks, and delays.
Translate client workflows and business requirements into clear technical specifications and actionable use cases.
Drive product adoption by effectively communicating features, integrations, and optimization opportunities.
Collaborate cross-functionally to launch, position, and scale new client integrations.
Develop and maintain comprehensive project documentation and training resources.
Test and validate to ensure the d1g1t platform is working as intended and obtain client acceptance through numerical validation of results and testing of workflows.
Assist sales team during pre-sales by performing product demonstrations, answering technical queries, and supporting proof-of-concept engagements.
Requirements
Post secondary degree in math, quantitative finance, computer science, engineering.
Minimum two years in related onboarding or implementation roles, ideally within SaaS environments coupled with Strong technical skills including Python scripting, Excel/CSV data mapping, data migration, and troubleshooting.
Proven ability to learn complex technologies rapidly, including APIs, database systems, and scripting.
Exceptional communication and logical problem-solving skills.
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