PricingDirect - Product Implementation - Associate

At PricingDirect, you will join a revenue-generating team that provides independent valuations and analytics on over 3 million fixed income, derivatives, and private equity instruments, where you will play a crucial multifunctional role in onboarding and implementing clients to PricingDirect services and platform.

As an Associate in the PricingDirect Implementation team, you will play a critical role in onboarding and supporting clients with the integration and adoption of PricingDirect's platform and services.

You will collaborate closely with clients, product managers, technology teams, and other stakeholders to ensure seamless implementation of solutions for a wide range of financial instruments, including fixed income, derivatives, and structured products.

This role requires strong analytical skills, expertise in financial valuations, attention to detail, and the ability to manage multiple projects in a fast-paced environment.

Key Responsibilities:

1.

Client Implementation & Technical Integration


* Lead and support the end-to-end onboarding and integration for new and existing clients, including requirements gathering, solution design, data mapping, and workflow configuration.


* Conduct client training, create user guides and documentation, and provide ongoing support to facilitate adoption and usage of PricingDirect solutions.


* Troubleshoot integration issues, perform data validation, and ensure accurate and timely delivery of pricing data and analytics.

2.

Project Management & Stakeholder Collaboration


* Coordinate implementation projects, track deliverables, manage timelines, and communicate status updates to internal and external stakeholders.


* Liaise with product, technology, operations, and sales teams to relay client feedback, identify enhancement opportunities, and support product development initiatives, with a focus on AI/ML-driven improvements.


* Conduct rigorous testing and validation of pricing outputs to ensure accuracy, consistency, and compliance with industry standards.

3.

Innovation & Workflow Optimization


* Proactively identify, recommend, and pilot opportunities to leverage AI/ML tools and techniques to enhance implementation processes, automate routine tasks, and improve data quality and workflow efficiency.


* Collaborate with technology and product teams to evaluate, implement, and test innovative solutions, including AI/ML-driven enhancements, to streamline client onboarding, data validation, and integration workflows.


* Stay current with industry trends in AI/ML and financial technology, and contribute to the evolution of implementation best practices.

Required qualifications, capabilities, and skills:


* Bachelor's degree in Finance, Economics, Computer Science, Mathematics, or a related field.


* Minimum of 3 years of professional experience in financial services, technology, or a related industry.


* Hands-on experience with client onboarding, produ...