Numerix

Product Specialist

• Contribute to and maintain the product roadmap for an end‑user front‑to‑risk platform, with a strong focus on usability and user experience across CCR and XVA workflows.
• Act as a key liaison between Risk teams, Product Management, UX/Design, and Development, ensuring that risk methodologies are reflected in clear, intuitive user experiences.
• Lead the definition of user‑centric requirements for CCR and XVA features, producing high‑quality user stories, functional specifications, acceptance criteria, and workflow descriptions in JIRA, with a strong emphasis on end‑user needs.
• Own and manage the end‑to‑end requirements lifecycle in JIRA for CCR/XVA initiatives, including epic and story creation, backlog grooming, prioritization, dependency identification, and ongoing clarification with developers and designers.
• Ensure that clear and complete functional test cases are defined for Market Risk features, enabling developers, QA, and business users to validate expected system behavior and outcomes.
• Partner closely with Risk teams to capture requirements related to exposure, PFE, netting, collateral, margining, SA‑CCR/IMM, and XVA, and translate them into clear UI‑level behaviors, user flows, controls, and explanations.
• Collaborate with UX and design stakeholders to define screen layouts, navigation concepts, user interactions, and terminology, ensuring consistency and usability across CCR and XVA features.
• Lead the software development lifecycle by applying best practices in functional design, usability‑aware documentation, review, and validation of end‑user features.
• Elicit requirements using interviews, workshops, use cases, personas, business process descriptions, and workflow analysis, with specific attention to how end users consume, understand, and act on risk information.
• Critically evaluate information gathered from risk, business, and technical stakeholders; reconcile conflicts; and decompose complex CCR/XVA concepts into clear, consumable user experiences.
• Serve as the primary functional point of contact for development teams, providing ongoing clarification on CCR/XVA requirements and UX expectations, and ensuring delivered functionality meets both functional and usability acceptance criteria.
• Participate in reviews and UAT alongside Risk and business users to validate that CCR and XVA functionality is accurate, intuitive, explainable, and aligned with real user workflows.
• Support presales, client demonstrations, and onboarding activities by explaining CCR/XVA user workflows and UI behaviors in collaboration with Product and Risk teams.

Product Specialist – XVA, CCR

• Define functional specifications for the complete trade lifecycle within a front‑to‑risk application, from pre‑trade checks through booking, lifecycle events, and termination.
• Own user‑centric requirements in JIRA for trade capture, booking models, lifecycle states, approvals, validations, and workflow orchestration.
• Specify interactions with upstream systems such as execution venues, trading platforms, and clearing houses (e.g. trade enrichment, confirmations, clearing state).
• Define workflows governing downstream integrations with payment systems, settlement platforms, and back‑office systems.
• Own functional behavior for trade‑level settled cash flows, including generation, amendments, netting, settlement status, and lifecycle tracking.
• Define booking hierarchies and core trade attributes (legal entity, desk, book) and ensure correctness for downstream risk, PnL, and operations.
• Collaborate with UX/Design to define intuitive screens for trade capture, lifecycle tracking, workflow actions, and operational views.
• Ensure workflows enforce appropriate controls, roles, permissions, and approval chains.
• Define functional test cases and support reviews and UAT with trading, operations, and risk users.
• Act as the primary functional contact for developers on Trade Management & Workflow topics.

Product Specialist – Trading

• Contribute to and maintain the product roadmap for an end‑user front‑to‑risk platform, with a strong focus on usability and user experience across Market Risk workflows
• Act as a key liaison between Market Risk teams, Product Management, UX/Design, and Development, ensuring risk methodologies are accurately reflected in intuitive user experiences
• Lead the definition of user‑centric requirements for Market Risk features, producing high‑quality user stories, functional specifications, acceptance criteria, and workflow descriptions in JIRA
• Own and manage the end‑to‑end requirements lifecycle in JIRA for Market Risk initiatives, including epic and story creation, backlog grooming, prioritization, dependency identification, and continuous clarification with developers and designers
• Ensure that clear and complete functional test cases are defined for Market Risk features, enabling developers, QA, and business users to validate expected system behavior and outcomes
• Partner closely with Market Risk teams to capture requirements related to VaR, SVaR, stress testing, sensitivities (Greeks, DV01), limits, risk aggregation, and intraday risk, and translate them into clear UI‑level behaviors, user flows, controls, and visualizations
• Collaborate with UX and design stakeholders to define screen layouts, navigation models, interaction patterns, reporting views, and risk visualizations, ensuring consistency and usability across Market Risk features
• Lead the software development lifecycle by applying best practices in functional design, usability‑aware documentation, review, and validation of Market Risk end‑user functionality
• Elicit requirements using interviews, workshops, use cases, personas, business process descriptions, and workflow analysis, with particular focus on how different user personas consume, analyze, and act on market risk information
• Critically evaluate information gathered from risk, business, and technical stakeholders; reconcile conflicts; and decompose complex Market Risk concepts into clear, consumable, and actionable user experiences
• Serve as the primary functional point of contact for development teams, providing ongoing clarification on Market Risk requirements and UX expectations, and ensuring delivered functionality meets both functional and usability acceptance criteria
• Participate in reviews and UAT together with Market Risk and business users to validate that Market Risk functionality is accurate, intuitive, explainable, and aligned with real‑world risk management workflows
• Support presales, client demonstrations, and onboarding activities by explaining Market Risk user workflows, dashboards, and analytics in collaboration with Product and Risk teams.

Product Specialist – Market Risk

Sales

• Support assigned Senior Sales Executives with day‑to‑day sales operations, including:
• Price quote creation.
• Contract generation.
• Salesforce hygiene and opportunity management.
• Maintain and update Mutual Action Plans to ensure alignment and deal momentum.
• Liaise cross‑functionally with Sales Operations, Legal, Deal Desk and Sales Enablement to remove roadblocks and keep deals progressing.
• Track and report on KPIs such as:
• Speed from quote to cash.
• Opportunity completeness in Salesforce.
• MAP adherence and updates.

Product Specialist – XVA, CCR

Product Specialist – Trading

Product Specialist – Market Risk

Sales Support