Pre-Sales Consultant

New York, NY

Job Description

The Business Solutions Group: 1) provides functional and business expertise to support pre-sales activities; and 2) assists in defining the software requirements to address market demands. Thus this strategic position has two key dimensions: pre-sales responsibility and product responsibility with a primary focus on front/middle office and risk analytics across asset classes (cash and derivatives instruments) for the software systems.


Pre-Sales Responsibility:

Pre-Sales in the Business Solutions Group are responsible for: answering RFPs/RFIs; conducting demos and presentations; preparing test cases; and leading pilots and evaluations of the product in conjunction with prospective and existing clients. These individuals work very closely with the sales executives.

This individual should have a very good understanding of the business (sell-side and/or buy-side – Hedge Funds, Asset Managers, etc.) and capital markets instruments, and should be proficient with software applications. He/she should also have excellent communication skills to convey credibility and confidence to prospects and clients, understand the needs of these organizations, and think on their feet in demo situations.

Product Responsibility:

The pre-sales Consultant should be a domain expert in certain areas of the client’s systems (in this case Front Office, Middle Office and Risk). In this role, the Product Specialist provides input and guidance on business requirements coming from clients and prospects, and should be able to clearly articulate these orally and in writing to internal colleagues. This will also later contribute to decisions about future enhancements and product roadmaps for the product.



  • · Finance or Technical Degree: BS/BA or higher.
  • · Excellent communication and presentation skills
  • · Experience completing business analysis and writing specifications for new functionality a plus
  • 2-3 years experience (Banking/Hedge Fund/Asset Manager or Financial Software Company) in the Front office or risk management of derivatives.
  • Product specialist in any of the below areas:
    • Market Risk (Greeks and sensitivities, scenario analysis, parametric VaR, Historical VaR, Monte Carlo VaR, limits monitoring, etc), P&L attribution
    • Instrument types and mathematical finance – equity derivatives, commodities, fixed income, structured products
    • Front Office processes and systems (risk systems, portfolio management systems, etc.)
  • Ability to work independently in a fast paced multi-tasks environment

Additional Information

All your information will be kept confidential according to EEO guidelines.