Desktop Support

TechDigital Corporation

  • Boston,, MA
  • 15 days ago

    Highlights

    Provide dedicated on-site desktop support for front-office users including portfolio managers, traders, research analysts, and sales teams. Provide basic L1 support for investment management applications like: • Bloomberg, Refinitiv (Reuters), FactSet, Aladdin (or similar platforms).

    Numbers & Facts

    LocationBoston,, MA
    IndustryOther/Not Classified
    Company Size100 to 499 employees

    Description

    How many positions are open for this role: 1
    Candidate Submission Limit Per Supplier: 3

    Role Expectations:
    • White glove support is required
    • Good to have knowledge of market data platforms (Bloomberg, Refinitiv, FactSet etc.)
    • Trade floor experience is required

    Top Skills:
    1. Strong Windows desktop and endpoint support expertise
    2. Multi-monitor and high-performance workstation setup
    3. Basic infrastructure knowledge: Active Directory, VPN, Networking, Citrix/VDI

    Key Responsibilities:
    Service Delivery & Field Service Operations
    • Provide dedicated on-site desktop support for front-office users including portfolio managers, traders, research analysts, and sales teams.
    • Deliver desk-side support during market hours, ensuring minimal disruption to portfolio decisions and trade execution.
    • Support time-critical incidents aligned to market cycles.
    • Take end-to-end ownership of issues, ensuring rapid resolution in high-pressure, revenue-impacting situations.
    • Coordinate with cross functional IT teams for priority issue resolution
    • Support for back-office users and new joiner onboarding process.

    Front Office & VIP Support
    • Provide VIP/white-glove support to senior stakeholders such as portfolio managers and fund managers.
    • Prioritise issues impacting market data feeds, order execution, and pricing systems.

    ITSM Process Excellence
    • Manage incidents and service requests via tools such as ServiceNow or Jira with strict SLA adherence.
    • Ensure accurate ticket logging, categorisation (e.g., market data, trading, access), and resolution tracking.
    • Follow ITIL processes, with focus on incident prioritisation aligned to investment business impact.

    End-User Technology & Trading Floor Support
    • Install, configure, and troubleshoot Windows-based laptops used in trading and portfolio management environments.
    • Support multi-monitor configurations.
    • Support trading turrets/dealer boards, voice systems, and collaboration tools used for communication.
    • Manage mobile devices and secure endpoints used for remote portfolio access.
    • Provide support for VDI/Citrix or terminal environments used for secure access to investment platforms.

    Investment Applications & Market Data Support
    Provide basic L1 support for investment management applications like:
    • Bloomberg, Refinitiv (Reuters), FactSet, Aladdin (or similar platforms)
    • Order Management Systems (OMS) / Execution Management Systems (EMS)
    • Support Microsoft 365 and collaboration tools used for investment research and reporting.

    Stakeholder & Relationship Management
    • Communicate clearly and effectively with front-office and other end users, maintaining composure in high-pressure scenarios.
    • Provide real-time updates during critical incidents impacting portfolio or trading activities.
    • Build strong relationships with investment teams and operations stakeholders.
    • Ensure high user satisfaction through responsive and proactive support.

    Continuous Improvement & Operational Efficiency
    • Identify opportunities to reduce repeat incidents impacting market data, trading, or reporting systems.
    • Improve first-time fix rates for front-office issues.
    • Maintain and contribute to existing knowledge bases.
    • Support process optimisation aligned to asset management workflows.

    GenAI Implementation
    • Leverage AI-driven tools for ticket triage, knowledge suggestions, and guided resolutions
    • Use AI-powered dispatch tools for optimized technician allocation.
    • Support automation in asset tracking and service reporting.
    • Drive adoption of AI-enabled deskside support tools to improve user experience.

    Required Skills & Experience
    • 4–8 years in IT Desktop Support or Trade Floor Support within Asset Management or Financial Services
    • Experience supporting portfolio managers, traders, and research teams
    • Exposure to market-sensitive, time-critical environments

    Technical Skills
    • Strong Windows desktop and endpoint support expertise
    • Multi-monitor and high-performance workstation setup
    • Good to have knowledge of market data platforms (Bloomberg, Refinitiv, FactSet etc.)
    • Familiarity with OMS/EMS and portfolio management tools (e.g., Aladdin)
    • Basic infrastructure knowledge: Active Directory, VPN, Networking, Citrix/VDI

    Process & Tools
    • ITSM tools such as ServiceNow, Jira or equivalent
    • Incident prioritization based on investment business impact
    • Knowledge of SLA-driven support in financial environments

    Soft Skills
    • Strong stakeholder engagement
    • Ability to operate in high-pressure, market-driven environments
    • Excellent problem-solving and decision-making skills
    • Clear and confident communication under pressure
    • High level of ownership, attention to detail, and accountability

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