Senior Consultant, Trading Systems Implementation & Operations

Linedata; Stamford (CT); Hybrid; USD 207,000 - 241,000; Part time

Job summary

Linedata in Stamford, CT is seeking an experienced consultant to support the Orchestrade rollout for an investment management client. This is a hands‑on, independent contractor role focusing on expanding adoption among portfolio managers and strengthening workflows across the trade lifecycle.

You will own implementation workstreams, map requirements to workflows, configure Orchestrade, and develop tests and training materials.

Qualifications

• 10+ years in hedge fund or investment management operations.
• Hands-on fixed income trade operations, including trade booking and full lifecycle.
• Experience with OMS and portfolio management systems.
• Proven delivery of system implementations from requirements to adoption.
• Ability to collaborate with PMs, traders, ops and technology.

Responsibilities

• Own implementation workstreams and coordinate milestones.
• Translate requirements into workflows, specs and tasks.
• Support Orchestrade configuration, data mapping and validation.
• Develop and execute test plans for trade capture and lifecycle events.
• Investigate discrepancies and validate fixes with users and tech partners.
• Onboard portfolio managers, train users on new functionality and workflows.
• Identify opportunities to improve straight-through processing and controls.

Skills

Fixed income operations

Trade lifecycle knowledge

Analytical skills

Communication skills

Organizational skills

Independent work

Tools

Order management system

Portfolio management system

Job description

Linedata | Stamford, CT

Focus: Fixed Income | Orchestrade

Work Arrangement: Hybrid onsite 2 days per week in Stamford, CT

Engagement: Independent Contractor (1099 or LLC)

Anticipated Duration: 6+ months

Compensation: $150–$175 per hour, depending on relevant experience and qualifications

About the Opportunity

Linedata is seeking an experienced consultant to support an investment management client’s continued rollout of Orchestrade, a third-party investment management platform. The platform is already live, and this assignment will focus on expanding adoption across portfolio managers while strengthening the workflows and controls supporting the full trade lifecycle. Working within a small transformation team, you will partner directly with Operations, Trading, Technology, Risk, and Accounting. This is a hands‑on opportunity for someone who combines deep fixed income trade operations knowledge with experience delivering trading systems implementations.

Please note: This engagement supports an external investment management client and is not a position within Linedata's software development or product teams.

Responsibilities

• Own implementation workstreams, manage delivery milestones, and coordinate issue resolution across business and technology teams.
• Gather and translate operational and trading requirements into clear workflows, functional specifications, and implementation tasks.
• Support Orchestrade configuration, data mapping, and validation across trading and operational processes.
• Develop and execute test plans covering trade capture, booking, lifecycle events, and downstream processing.
• Investigate discrepancies, track defects, and validate fixes with business users and technology partners.
• Support portfolio manager onboarding, develop training materials, and guide users through new functionality and workflows.
• Identify opportunities to improve straight‑through processing, operational efficiency, and middle and back office controls.

Qualifications

• At least 10 years of relevant hedge fund or investment management experience across operations and operational systems implementation.
• Strong fixed income trade operations experience, including hands‑on desk support, trade booking, and knowledge of the full trade lifecycle.
• Hands‑on experience with order management systems and portfolio management systems.
• Demonstrated success delivering systems implementations, including requirements gathering, configuration, data validation, testing, and user adoption.
• Ability to work effectively with portfolio managers, traders, operations professionals, and technology teams.
• Strong analytical, communication, and organizational skills, with the ability to work independently and take ownership of deliverables.

Preferred Skills

• Direct Orchestrade implementation experience gained at an investment management firm, consulting partner, or Orchestrade.
• A career combining hands‑on trade operations with systems implementation and operational transformation.
• Prior Director or Head of Operations experience, with a continued interest in hands‑on project delivery.
• Knowledge of listed instruments, OTC products, complex derivatives, and multi‑asset operational workflows.

If you understand how trades move from the investment desk through operational processing and can translate that knowledge into effective systems and workflows, we would welcome a conversation.

Please note: We are seeking independent consultants who can contract directly with Linedata on a 1099 basis or through their own LLC. No staffing agencies or third-party recruiters, please.

Commitment To Diversity

We recognize, celebrate, and seek to increase diversity across our organization. Diversity is an asset to organizations and linked to better performance. It is an integral part of how we do business and imperative to our success. As an international Group, we also believe that our people need to reflect our clients and local communities.

Linedata is an Equal Opportunity Employer. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation based on an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information, marital status, sex, gender, age, sexual orientation, veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws.