ETF Technology Strategy and Operating Model Consultant
wave worksOak Park (IL)
ETF Technology Strategy and Operating Model Consultant
Posted 2 days ago
wave worksOak Park (IL)
SENIORITY
Senior
About the role
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. Interested? Contact Jack White at for a confidential conversation.
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