Junior Implementation Analyst
Walnut Creek, CA
Full Time
Entry Level
Junior Implementation Analyst
Who We Are
Derivative Path empowers institutions across the capital markets with innovative, AI-driven technology and expert advisory solutions. Our award-winning cloud platform supports banks, credit unions, private equity firms, hedge funds, asset managers, and insurance companies in managing interest rate, FX, and commodity risks, optimizing hedging strategies, and streamlining cross-border payments. With a client base spanning over 250 financial institutions and leading private equity firms, we deliver scalable solutions that enhance risk management and drive operational performance. Through strategic partnerships with Goldman Sachs, Wells Fargo, FNBO, Q2, and Jack Henry, we provide best-in-class capabilities to help clients achieve their financial objectives in an ever-evolving market.
With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 100+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees.
The Opportunity
Interested in being a part of a remote first team disrupting the financial world through technology? It starts with investing in talented team members as the foundation for our success. At Derivative Path, we prioritize growth by supporting every team member on their journey towards their next milestone and accomplishment.
The ideal candidate will work with other Analysts and support Senior Implementation team members with client onboardings for Derivative Path’s leading fin-tech software for derivatives. In addition, you will leverage your digital and technology acumen to analyze, transform and prepare transactional data which is critical to client implementations and operations while learning about financial transactions, processing and reporting. You will report to the Head of Professional Services with day-to-day oversight from Senior Implementation managers.
What You’ll Do
Professional Services
The expected salary for this position is $70,000 - $90,000 and is eligible for a discretionary bonus and equity. We will consider your skills, experience, and location when determining your pay.
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Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Derivative Path offers a comprehensive benefits package, including health, dental, vision, retirement plan contribution, and a generous paid time off policy.
Who We Are
Derivative Path empowers institutions across the capital markets with innovative, AI-driven technology and expert advisory solutions. Our award-winning cloud platform supports banks, credit unions, private equity firms, hedge funds, asset managers, and insurance companies in managing interest rate, FX, and commodity risks, optimizing hedging strategies, and streamlining cross-border payments. With a client base spanning over 250 financial institutions and leading private equity firms, we deliver scalable solutions that enhance risk management and drive operational performance. Through strategic partnerships with Goldman Sachs, Wells Fargo, FNBO, Q2, and Jack Henry, we provide best-in-class capabilities to help clients achieve their financial objectives in an ever-evolving market.
With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 100+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees.
The Opportunity
Interested in being a part of a remote first team disrupting the financial world through technology? It starts with investing in talented team members as the foundation for our success. At Derivative Path, we prioritize growth by supporting every team member on their journey towards their next milestone and accomplishment.
The ideal candidate will work with other Analysts and support Senior Implementation team members with client onboardings for Derivative Path’s leading fin-tech software for derivatives. In addition, you will leverage your digital and technology acumen to analyze, transform and prepare transactional data which is critical to client implementations and operations while learning about financial transactions, processing and reporting. You will report to the Head of Professional Services with day-to-day oversight from Senior Implementation managers.
What You’ll Do
Professional Services
- Effectively applies Derivative Path methodology and enforces implementation standards
- Execute project tasks integrating the derivative portfolios and business processes of clients into Derivative Path platforms.
- Assist in driving full scope of system implementation activities, including gathering functional and technical requirements, designing solution, building interfaces and systems, completing testing cycles, delivering training, and deploying the final product deliverables.
- Support configurations, train clients on technical solutions, and ensure quality of delivery and all deliverables, including process documentation and UAT scripts.
- Support the client relationship from onboarding, implementation, and client satisfaction
- Ensures project documents are complete, current, and stored appropriately.
- Work closely with the client success team on the analysis and resolution of client inquiries related to derivatives trading, Derivative Path platform usage, and client business processes.
- Serve as a first response contact for both client and internal operations-related inquiries.
- Develop knowledge base documentation related to Derivative Path platforms and procedures.
- Baccalaureate or Graduate degrees in Business or Finance or relevant work experience.
- Background in finance, accounting, or a related field, with exposure to capital markets or transferable experience preferred.
- Exposure to Derivative Capture, Payment processing or TMS systems is a plus.
- Excellent written and verbal communication skills.
- Comfortability with data analysis and use of productivity tools like Excel.
- Willingness and ability to learn financial transaction concepts and apply in a software configuration and onboarding project(s).
- Effective organizational skills and ability to manage multiple and competing priorities.
- Ability to travel occasionally based on business needs.
- Remote
- Base salary, equity, and annual bonus as part of the compensation package
- 40 hours of sick leave
- 18 days of PTO
- Paid parental leave
- 401K contribution at 3%
- Competitive health benefits including HSA & FSA options, life insurance, and short-term disability
The expected salary for this position is $70,000 - $90,000 and is eligible for a discretionary bonus and equity. We will consider your skills, experience, and location when determining your pay.
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Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Derivative Path offers a comprehensive benefits package, including health, dental, vision, retirement plan contribution, and a generous paid time off policy.
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