ETF Technology Strategy and Operating Model Consultant

Initial 6-Months | Market Rate $ DOE | Chicago

A major Asset Manager needs to grow assets and products without headcount, complexity and trade-error risk growing with them. We’re looking for two senior ETF practitioners to assess its operating model and technology landscape, and to define a 3–5 year future state and roadmap.

The role

• Map ETF workflows end to end, from portfolio construction, baskets and create-redeem through rebalancing, optimisation, risk and production support.
• Find key-person dependencies, manual processes and sources of trade-error risk.
• Assess the application and data estate, including Bloomberg, FactSet and Snowflake, and recommend what to keep, consolidate or replace.
• Design the target operating model and a sequenced, costable roadmap, including where automation and AI can help.
• Run workshops with PMs, quants, operations and senior executives, and present the recommendations.

You’ll bring

• 15+ years in ETFs, asset management or investment technology, with deep hands-on ETF portfolio management and operations experience.
• Consulting experience delivering ETF platform assessments, target operating models and transformation roadmaps.
• Strong knowledge of basket construction, create-redeem, seeding, rebalancing, tracking error and backtesting, for active and index ETFs.
• ETF experience in equities, fixed income or alternatives. You don’t need all three.
• Strong investment data knowledge, plus executive-level communication skills.

Nice to have: Axioma, Aladdin or BlackRock platform experience; experience scaling ETF platforms; enough technical depth (Python, Snowflake, AWS) to challenge engineering recommendations.

I

nterested? Contact Jack White at jack.white@wave-group.io for a confidential conversation.