Dylan Smith Email & Phone Number

Chicago, IL, US

Chicago, Illinois, United States

Advising on OEMS workflows for onboarding and current clientsServing as a source of knowledge within the company about anything OEMS or API relatedDocumenting High profile client workflows and optimizing them where possible

Chicago, Illinois

• Enfusion is a leading global provider of investment management technology solutions and services. A platform built with vision, Enfusion delivers award-winning software, services and analytics to 450+ investment.
• Lead Product Implementations for enterprise clients, examples of products include: Websocket based API, Pairs tickets, Calendar Spreads Ticket, etc
• Work with client stakeholders to identify key functionality to be developed to achieve desired workflows
• Create client facing business requirement documents detailing: scope, functional requirements, and business use cases
• Consult with OEMS Onboarding teams to test and implement workflows
• Collaborate with OEMS engineers and quality assurance team daily as part of the product development cycle

Chicago, Illinois

• Translated client requirements into workflows utilizing our OEMS product
• Trained traders and portfolio managers how to efficiently navigate through our system, utilizing our OEMS GUI in conjunction with our robust reporting
• Worked with clients to understand compliance requirements and implement them as compliance rules in our system
• Coordinated connectivity requirements for clients across multiple FIX sessions supporting multiple products like listed equity, listed options, futures, bonds, FX
• Served as a project manager to keep client on target for go-live date, identifying and handling any roadblocks along the way
• Conducted certifications for new connections on behalf clients, these certifications would range from dropcopies, new broker algos, or previously unsupported product types

• Onboarded new clients with account structures, routing permissions, and market data permissions
• Trained Clients how to use Eze EMS (RealTick) for multiple different trader workflows: parent/child, direct electronic, voice, multi broker staging
• Onboarded, and added FIX connections for new and existing clients on demand
• Coordinated with clients, brokers, and other 3rd parties to implement complex FIX logic using Eze’s internal language TAL

Greater Minneapolis-St. Paul Area

Worked as a part of sales team each day.Trained new members of teamHelped to conduct sales scenarios as part of interviews.

Houston, Texas Area

Worked as an integral part of the strategic marketing group for domestic oil and gas division and was asked to complete special projects even after summer assignment endedDeveloped information to be placed on Company website showcasing proppants in comparison to other competitor products.Assisted with sustainable development team to achieve new approaches.

Tutored students ranging from 7th Grade to College Freshmen Prepared students for exams in Geometry, Algebra, Calculus I,II, and III Taught organization and good study habits

Bachelor'S Degree, Economics And Philosophy

Activities and Societies: Ethics Bowl, DJ Club

Education record