Owns the tax reporting product lifecycle, including regulatory analysis, product requirements, roadmap development, agile delivery, testing, and annual tax-season execution. The role requires expertise in cost basis, IRS information reporting, withholding, FATCA, and securities taxation. It also involves client engagement, change-request management, cross-functional coordination, and support for compliant filings across multiple jurisdictions and reporting forms.

Supports daily multi-asset trade operations, FIX connectivity, client onboarding, certification, testing, regulatory reporting, and issue resolution. Troubleshoots order and execution flows across applications, networks, Linux environments, and external systems. Monitors sessions, reviews logs, investigates latency and routing issues, supports circuit migrations and failovers, and coordinates incident resolution. Serves as a client contact while documenting issues, following up on root causes, and escalating complex matters. Mainframe and TSO/ISPF familiarity are preferred.

Owns product strategy, roadmap, requirements, workflows, testing, and delivery for retail alternative investment solutions. Partners with engineering, clients, sales, marketing, and client services to develop scalable back-office capabilities, manage change requests, support releases, and address complex operational issues across private equity, private credit, hedge funds, REITs, and interval funds.