06/05/2025 updated

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Capital Markets Technology Consultant with OMS / Trading systems Expertise

TORONTO, Canada
Worldwide
MBA
TORONTO, Canada
Worldwide
MBA

Agile MethodologyAlgorithmic TradingAsset ManagementFinancial InstitutionBusiness AnalysisCapital MarketsDerivatives MarketsDevOpsEspañolSalesFront OfficeInformation Technology Infrastructure Libraries (ITIL)Portfolio ManagementScrum MethodologyTrade/RetailStakeholder ManagementStocks (Finance)Order PickingTeam ManagementMultilingualismFintech
Bloomberg AIM Implementation
Extensive experience implementing Bloomberg AIM systems across multiple financial institutions, including leading configuration, business analysis, and integration with other trading platforms.

Trading Systems & Order Management
Deep knowledge of Order Management Systems (OMS) and trading platforms including Bloomberg AIM, Fidessa, FXGO, FX Connect, and Wall Street Systems with expertise in both buy and sell sides.

Agile Project Management
Certified Scrum Master with proven experience leading strategic technology projects using both Waterfall and Agile methodologies across asset management and capital markets.

Financial Markets Expertise
Comprehensive understanding of equity instruments, fixed income, FX and derivatives markets with technical proficiency in all operational aspects of trading.

Cross-Functional Team Leadership
Experience leading diverse teams across North America and Asia Pacific regions, coordinating between Front Office, Compliance, Operations and Technology workstreams.

ITIL & DevOps Practices
Knowledge of ITIL best practices and DevOps principles applied to financial technology implementations and support.

Multilingual Communication
Fluent in Spanish and English, enabling effective communication across diverse global teams and stakeholders.
 

Languages

EnglishNative speakerSpanishNative speaker

Project history

Lead Business Consultant

Buy-Side Consulting Group (BSCG)
Leading project scoping phase across Asset Management division for Bloomberg AIM implementation. Gathering business requirements across Front Office, Compliance and Operations workstreams. Managing a team of skilled Business Consultants while providing subject matter expertise on Bloomberg products.

Public Markets Business Analyst, PMO

State of Wisconsin Investment Board (SWIB)
Led Business Analysis efforts across Public Markets with specific focus on OMS and Integration workstreams. Engaged with internal stakeholders to document current state of SWIB applications ecosystem supporting Front and Middle Office processes.

AIM Support Specialist, Compliance

British Columbia Investment Management Corporation (BCI)
Worked as Bloomberg AIM SME to help implement an enterprise compliance pre-clearance system. Performed analysis, testing and support for AIM integrations to STAR Compliance system. Identified solutions to Open Orders and Executed Orders data feed defects.

Manager, Trading & Front Office Solutions, Public Markets

British Columbia Investment Management Corporation (BCI)
Formed and managed a skilled team of AIM specialists providing technical leadership and mentoring. Applied investment and technical knowledge to design and deliver Front Office solutions on Bloomberg platform. Managed vendor relationships and led cross-functional teams to optimize processes and technology.

Senior Analyst, Operations, Public Markets

British Columbia Investment Management Corporation (BCI)
Led Bloomberg AIM implementation and replacement of existing OMS. Responsible for configuration, business analysis and support workstreams. Managed third-party integrations between Bloomberg AIM and other applications. Created Bloomberg AIM trading workflows for Front Office across different asset classes.

Senior IT Analyst

Canada Pension Plan Investment Board (CPPIB)
Supported Capital Markets and Investment Operations groups on trade and post-trade processes. Provided knowledge transfer of application support to team members. Applied analytical skills to investigate system issues and deliver viable solutions. Led process improvement initiatives to increase efficiencies.

Senior Business Systems Analyst

Investment Management Corporation of Ontario (IMCO)
Supported IT investment applications and led implementation of new systems. Acted as project manager and lead business analyst on periodic upgrades. Documented trading applications and provided recommendations to management. Interacted with Portfolio Managers to gather business requirements.

Business Systems Consultant / Manager

Manulife Financial
Subject Matter Expert on the Global Optimization Project, aligning global Front Office OMS platforms and accounting systems. Led system configuration and user setup. Implemented FX Connect for Front Office traders across North America. Managed a team of Business Systems Analysts.

Senior Business Systems Analyst / Team Lead

Manulife Financial
Key member on Bloomberg AIM implementation project in Montreal office. Provided OMS/Trading System support across Canada. Led FXGO implementation project and trained executives on Bloomberg AIM system. Managed a team of five business systems analysts.

Business Analyst

Canaccord Genuity
Project Manager for quarterly upgrades to Fidessa platform. Provided tactical solutions to Compliance and Risk departments. Gathered business requirements for equity trading technologies. Supported Canadian equity trading floor and collaborated with vendors.

Lead Business Analyst

Scotiabank
Worked on consolidation of FX trading platforms for Latin American region. Created business requirements documents for Mexico implementation. Led Logical Access Management project for Wall Street Systems users in North America.

Business Systems Analyst

Manulife Financial
Provided 24x7 trading floor system support for investment professionals. Delivered business, investment system, and research support across global offices. Managed initiatives in fast-paced trading floor environment.

Client Services Specialist

Questrade Inc.
Managed multiple client support channels. Troubleshot technical issues affecting connectivity, routing, and equity order flow. Resolved application-level technology issues.

Equity Research Analyst

Lusight Research
Collected financial information for banking, consumer, and utilities sectors using Bloomberg, Reuters, and SEDAR. Mapped financial statements to standardized templates and prepared analytical comments.

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