Subject Matter Expert (SME)

E-Solutions; Toronto; On-site; CAD 120,000 - 170,000; Full time

Job summary

A leading company in asset management is seeking a Lead Subject Matter Expert (SME) to drive innovative solutions within the Global Asset Management sector. The ideal candidate will utilize extensive knowledge of Investment Book of Record (IBOR) and collaborate with cross-functional teams to enhance strategies. This role involves leveraging analytics skills and ensuring compliance while translating complex financial concepts into actionable insights.

Qualifications

• Proven experience in global asset management and strong understanding of IBOR.
• In-depth knowledge of execution processes for financial instruments and product lifecycle.
• Familiarity with asset mix strategies and risk management.

Responsibilities

• Bridge technology and business operations to enhance asset management strategies.
• Provide guidance on global asset management practices and IBOR.
• Collaborate with teams to align business objectives with technology advancements.

Skills

Asset Management

Portfolio Management

Investment Book of Record (IBOR)

SQL

Advanced Excel

Access

Job description

We are seeking a highly skilled Lead Subject Matter Expert (SME) with extensive knowledge of Global Asset Management, particularly in Investment Book of Record (IBOR), portfolio management, and various asset classes including equities, fixed income, foreign exchange (FX), and money market instruments.

• The ideal candidate will bridge the gap between technology and business operations, driving innovative solutions and enhancing our asset management strategies.
• Provide expert guidance on global asset management practices, focusing on IBOR and its impact on portfolio management.
• Collaborate with cross-functional teams to align business objectives with technological advancements in asset management.
• Create technology solution using an end-to-end understanding of the lifecycle of our products, including manufacturing, portfolio management, performance measurement, performance attribution, and client reporting.
• Deep understanding of asset classes such as equities, fixed income, FX, and money market instruments to inform strategic decision-making.
• Understand the constituent trading instruments necessary for creating investment products such as mutual funds and ETFs.
• Apply knowledge of asset mix and portfolio rebalancing strategies, trade execution processes, ensuring compliance with trade policies and limits, risk calculations and quantitative analysis to assess portfolio performance and risk exposure.
• Utilize advanced analytics skills, including SQL queries, advanced Excel, and Access, to analyze business data and derive actionable insights.

Responsibility

• Proven experience in global asset management, with a strong understanding of IBOR, portfolio management, and various asset classes.
• In-depth knowledge of the execution processes for different financial instruments and the overall product lifecycle. Experience in Asset Management, or Capital Markets would be required.
• Familiarity with asset mix strategies, portfolio rebalancing, trade execution, compliance, and risk management.
• Proficiency in analytics tools and techniques, including SQL, advanced Excel, and Access.
• Excellent communication and leadership skills.

Ability to translate complex concepts into actionable insights.