Equities Technology Relationship Manager
Core
Lead technology onboarding and engagement for linear equity investment teams, serving as the primary tech contact and advocate for Portfolio Managers and analysts.
Role type
Senior IC technology relationship manager (financial services)
Builds
Technology onboarding processes and user profiles for equity investment teams
Domain
Financial services / Equities
Deliverable
client delivery
Required skills
client-facing relationship management, financial services experience, equity investment workflow knowledge, project coordination, requirement translation, stakeholder communication
Preferred skills
product management, technical account management
Technologies
none stated
Responsibilities
Manage end-to-end technology onboarding for new equity investment teams; Partner with teams to understand day-one and ongoing technology/AI needs; Coordinate across Business Management, Operations, Trading, and Data functions; Maintain accurate technology user profiles and records of open items; Communicate progress and risks through management channels.