Associate Director, Professional Services
Remote
Full Time
Mid Level
Who We Are
Derivative Path is an award-winning firm providing financial technology and advisory solutions firm that empowers regional and community banks, private equity firms, and corporate clients to access capital markets. Launched in 2013, the Company is solving complex interest rate, foreign exchange, and commodity transactions through an all-in-one platform that democratizes access to the capital and liquidity of Wall Street firms, leveling the playing field between major banks and thousands of community and regional banks, credit unions, private equity firms, and commercial end-users in a way that no other firm has. Its single, intuitive dashboard helps firms manage risk and enhance workflows while delivering better transparency, hedging capabilities, risk management, and operating efficiency.
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. We offer competitive pay, excellent benefits, and integrate learning & development into every day.
The ideal candidate will be client facing, managing the project(s), and directing tasks with other Analysts with client onboardings for Derivative Path’s leading fin-tech software for derivatives reporting to the Head of Professional Services.
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 applying your project management skills to ensure a smooth client experience from project kick-off to client success transition.
Responsibilities
Professional Services
The expected salary for this position is $140,000 - $160,000 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.
Derivative Path is an award-winning firm providing financial technology and advisory solutions firm that empowers regional and community banks, private equity firms, and corporate clients to access capital markets. Launched in 2013, the Company is solving complex interest rate, foreign exchange, and commodity transactions through an all-in-one platform that democratizes access to the capital and liquidity of Wall Street firms, leveling the playing field between major banks and thousands of community and regional banks, credit unions, private equity firms, and commercial end-users in a way that no other firm has. Its single, intuitive dashboard helps firms manage risk and enhance workflows while delivering better transparency, hedging capabilities, risk management, and operating efficiency.
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. We offer competitive pay, excellent benefits, and integrate learning & development into every day.
The ideal candidate will be client facing, managing the project(s), and directing tasks with other Analysts with client onboardings for Derivative Path’s leading fin-tech software for derivatives reporting to the Head of Professional Services.
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 applying your project management skills to ensure a smooth client experience from project kick-off to client success transition.
Responsibilities
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 and collaborate 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.
- Provide support with/to Client Success team members as needed pre-during-post implementation.
- Develop knowledge base documentation related to Derivative Path platforms and procedures.
- Apply knowledge of Financial Derivative structures and elements – Vanilla/ Amortizing/Embedded/Structured Swaps, Cap/Floor, Swaptions with Derivative Path EDGE fin-tech and/or other Risk Management software for Derivative Path client onboarding and implementations.
- Apply knowledge of Interest Rate, Foreign Exchange, Commodity asset classes as it pertains to transaction capture and the relevant economic details for Front, Middle, and Back Office processing and reporting.
- Apply knowledge of Swaps Data Repository regulatory requirements and reporting with DTCC from a Bank and End User perspective.
- Baccalaureate or Graduate degree in Business, Finance, or equivalent relevant work experience.
- 4+ years of experience in derivative capture, payment processing, or TMS implementation or similar work experience.
- Background in finance and accounting, ideally with emphasis on capital markets.
- Strong project management experience including workplan creation and updates, milestone tracking, risk management, change management, engagement economics (profitability), and stakeholder communications.
- Excellent written and verbal communication skills; able to convey complex business concepts clearly and tactfully.
- Effective organizational and time management skills with the ability to manage multiple clients, priorities, and projects simultaneously.
- Comfort with data analysis and proficiency in productivity tools such as Excel.
- Willingness and ability to travel, as needed.
- Remote, U.S.
- 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 $140,000 - $160,000 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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