Data Analysis Inc.

Role Description The Senior Manager, Technical Implementation & IT Operation is responsible for leading enterprise-wide implementation efforts and driving strategic technical initiatives that span multiple functions across the organization. This role emphasizes technical leadership, solution execution, and business alignment more than traditional project administration, shifting the focus from pure project management to implementation ownership and cross-functional delivery leadership. The position serves as a connector between business priorities and technical execution, ensuring that initiatives are well-scoped, technically sound, and effectively adopted. It is designed for a senior leader who can influence across teams, guide implementation decisions, and help translate strategic goals into scalable technology outcomes. - Lead end-to-end implementation of complex, cross-functional technology initiatives from planning through deployment, stabilization, and adoption. - Drive technical initiatives that support business strategy, operational efficiency, and enterprise transformation. - Partner with business, IT, operations, engineering, and external partners to align requirements, dependencies, and implementation plans. - Provide leadership on technical direction, solution approach, systems integration, and execution priorities across initiatives. - Establish governance, operating cadences, and implementation standards to improve delivery consistency and accountability. - Identify and mitigate implementation risks, technical constraints, resource conflicts, and cross-functional dependencies. - Lead change readiness and adoption efforts to help ensure successful rollout of new systems, platforms, and processes. - Mentor team members and emerging leaders involved in implementation efforts, technical initiatives, and cross-functional execution. Qualifications - Bachelor’s degree in Information Technology, Computer Science, Engineering, Business, or a related field, or equivalent combination of education and experience. - 7–10 years of progressive experience leading technical implementations, enterprise initiatives, or cross-functional technology programs. - 3–5 years of experience in a leadership role with responsibility for driving technical outcomes across teams. - Demonstrated success leading complex initiatives that require collaboration across business and technical functions. - Strong understanding of technical environments such as infrastructure, enterprise systems, integrations, software delivery, or platform implementation. Requirements - Bachelor’s degree in a relevant technical or business discipline. - Experience leading enterprise system implementations, digital transformation initiatives, or large-scale platform rollouts. - Familiarity with Agile, hybrid, or other structured delivery models. - Certifications such as PMP, ITIL, AWS, Azure, or other relevant technical or delivery credentials a plus. - Experience working in regulated, operationally complex, or manufacturing-oriented environments. Global environment desired. Working Conditions - Office / Sedentary Requirements - Must be able to perform the essential job duties. Work is performed primarily in an office environment. - Typically requires the ability to sit for extended periods of time (66%+ each work day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds. Equal Opportunity Employer Data Analysis Incorporated is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Role Description The Sr. Platform Architect plays a pivotal role in shaping and delivering technical solutions that enable business transformation and modernization across ODS platforms. This role is hands-on and highly collaborative—bridging business requirements with technical execution while ensuring scalability, security, and compliance. - Requirements Analysis & Clarification: Collaborate with product owners, business stakeholders, and architects to analyze, refine, and translate business needs into clear, testable, and technically sound requirements. - Technical Design & Documentation: Develop detailed solution documentation, including architecture diagrams, data flow models, integration designs, and system interfaces. - Solution Definition & Validation: Design and validate solutions that balance scalability, security, maintainability, and performance. Ensure alignment with enterprise architecture and platform guidelines. - Cross-Team Collaboration: Partner with development, Quality Engineering (QE), and QA teams to ensure designs are correctly implemented and thoroughly tested. - Standards Alignment: Champion architectural consistency, documentation best practices, and compliance with security and regulatory (PHI/PII) standards. - Risk Management: Identify design and implementation risks early, propose mitigation strategies, and validate technical feasibility. - Mentorship & Technical Guidance: Provide technical mentorship to junior architects and engineers, reviewing solution artifacts and guiding best practices. - Innovation & Continuous Improvement: Research emerging technologies, frameworks, and cloud-native approaches (AWS, Azure) to enhance solution design and delivery efficiency. - Migration & Modernization Support: Contribute to client and platform migrations by defining integration strategies, transition roadmaps, and reusable solution patterns. Qualifications - 6–9 years of experience in solution architecture, systems design, or technical consulting within complex enterprise environments. - Proven expertise translating business requirements into robust, scalable technical solutions. - Strong knowledge of SDLC, agile methodologies, DevOps principles, and CI/CD processes. - Experience working in hybrid cloud or distributed environments (AWS, Azure preferred). - Proficiency in documenting architectures and workflows using tools like Visio, Lucidchart, or Draw.io. - Strong communication, analytical, and problem-solving skills with an ability to influence across teams. - Familiarity with tools such as Jira, Confluence, and requirements or test management systems (e.g., X-Ray). - Understanding of security, compliance, and data governance requirements (PHI/PII). Requirements - Experience in customer communication management (CCM), print/media, or digital transformation initiatives. - Exposure to AI-driven testing, automation, or documentation tools. - Experience leading technical design sessions or workshops. - Knowledge of microservices, API integration, and event-driven architectures. Working Conditions - Must be able to perform essential job duties. - Work is performed primarily in an office environment. - Typically requires the ability to sit for extended periods of time (66%+ each workday), hear the telephone, and enter data on a computer. - May also require the ability to lift up to 10 pounds. Equal Opportunity Employer Data Analysis Inc is an equal opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

About Us William O’Neil + Co. Incorporated (WON) is an independent advisory firm providing U.S. and international equity research recommendations to many of the world’s top institutional fund managers. William O’Neil + Co.’s recommendations draw from a rich history of more than 55 years of equity research experience using the O’Neil Methodology, a unique combination of fundamental and technical analysis proven over the past half-century to identify outperformers in the stock market. William O’Neil + Co. developers and analysts conceptualize, model, and integrate unique quantitative research discoveries into William O’Neil + Co.’s historic database and PANARAY® research platform. William O’Neil + Co. is regulated by the Securities and Exchange Commission, The Financial Conduct Authority, and the State of California. Summary The Senior Product Manager – MarketSmith US is responsible for leading the end-to-end product execution of the AI-native relaunch of the MarketSmith retail trading and research platform. This role drives roadmap delivery, brokerage integration coordination, AI-enabled feature development, and monetization execution within the broader DAI program management structure. The position operates as a senior individual contributor or team lead and is accountable for product performance outcomes aligned with commercial objectives. Duties and Responsibilities - Develop and execute the product roadmap for the MarketSmith US mobile-first trading and research platform - Translate strategic objectives into detailed product requirements, user stories, and prioritized backlogs. - Lead cross-functional coordination across engineering (U.S., India, China), brokerage operations, data science, marketing, and compliance. - Drive integration with William O’Neil Securities, ensuring seamless onboarding, trade execution, and regulatory compliance workflows. - Support development of AI-native product capabilities leveraging proprietary datasets, including chart intelligence, earnings analysis, and personalized insights. - Design and implement monetization strategies, including subscription tiers, feature gating, and funded-account incentives. - Monitor key performance indicators such as funded accounts, trade flow capture, subscription conversion, and engagement metrics. - Establish agile product development cadence and oversee sprint execution with global engineering teams. - Provide executive updates on product performance, launch milestones, and commercial impact. Qualifications & Requirements Required Education, Experience, Certification/Licensure - Bachelor’s degree in Business, Finance, Engineering, Computer Science, or related field. - Minimum 8 years of progressive experience in product management, preferably within fintech, brokerage, or digital trading platforms. - Demonstrated experience leading cross-functional product development teams. - Strong understanding of retail trading platforms, brokerage mechanics, and mobile-first product development. Preferred Education, Experience, Certification/Licensure - MBA or advanced degree in related field. - Experience launching or scaling consumer trading platforms (e.g., brokerage or fintech environments). - Experience integrating AI-enabled functionality into production platforms. Knowledge, Skills and Abilities (KSAs) - Strong understanding of product lifecycle management and agile development methodologies. - Advanced analytical skills with ability to translate data into actionable product decisions. - Knowledge of brokerage operations, clearing and custody workflows, and regulatory considerations. - Ability to manage global, cross-functional engineering teams across multiple time zones. - Strong written and verbal communication skills with executive presence. - High level of accountability, organization, and execution discipline. - Knowledge of agentic AI in investment research Working Conditions Must be able to perform the essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each work day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds. Equal Opportunity Employer William O'Neil + Co. Incorporated is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

About Us William O’Neil + Co. Incorporated (WON) is an independent advisory firm providing U.S. and international equity research recommendations to many of the world’s top institutional fund managers. William O’Neil + Co.’s recommendations draw from a rich history of more than 55 years of equity research experience using the O’Neil Methodology, a unique combination of fundamental and technical analysis proven over the past half-century to identify outperformers in the stock market. William O’Neil + Co. developers and analysts conceptualize, model, and integrate unique quantitative research discoveries into William O’Neil + Co.’s historic database and PANARAY® research platform. William O’Neil + Co. is regulated by the Securities and Exchange Commission, The Financial Conduct Authority, and the State of California. Summary The Senior Product Manager – MarketSmith US is responsible for leading the end-to-end product execution of the AI-native relaunch of the MarketSmith retail trading and research platform. This role drives roadmap delivery, brokerage integration coordination, AI-enabled feature development, and monetization execution within the broader DAI program management structure. The position operates as a senior individual contributor or team lead and is accountable for product performance outcomes aligned with commercial objectives. Duties and Responsibilities - Develop and execute the product roadmap for the MarketSmith US mobile-first trading and research platform - Translate strategic objectives into detailed product requirements, user stories, and prioritized backlogs. - Lead cross-functional coordination across engineering (U.S., India, China), brokerage operations, data science, marketing, and compliance. - Drive integration with William O’Neil Securities, ensuring seamless onboarding, trade execution, and regulatory compliance workflows. - Support development of AI-native product capabilities leveraging proprietary datasets, including chart intelligence, earnings analysis, and personalized insights. - Design and implement monetization strategies, including subscription tiers, feature gating, and funded-account incentives. - Monitor key performance indicators such as funded accounts, trade flow capture, subscription conversion, and engagement metrics. - Establish agile product development cadence and oversee sprint execution with global engineering teams. - Provide executive updates on product performance, launch milestones, and commercial impact. Qualifications & Requirements Required Education, Experience, Certification/Licensure - Bachelor’s degree in Business, Finance, Engineering, Computer Science, or related field. - Minimum 8 years of progressive experience in product management, preferably within fintech, brokerage, or digital trading platforms. - Demonstrated experience leading cross-functional product development teams. - Strong understanding of retail trading platforms, brokerage mechanics, and mobile-first product development. Preferred Education, Experience, Certification/Licensure - MBA or advanced degree in related field. - Experience launching or scaling consumer trading platforms (e.g., brokerage or fintech environments). - Experience integrating AI-enabled functionality into production platforms. Knowledge, Skills and Abilities (KSAs) - Strong understanding of product lifecycle management and agile development methodologies. - Advanced analytical skills with ability to translate data into actionable product decisions. - Knowledge of brokerage operations, clearing and custody workflows, and regulatory considerations. - Ability to manage global, cross-functional engineering teams across multiple time zones. - Strong written and verbal communication skills with executive presence. - High level of accountability, organization, and execution discipline. - Knowledge of agentic AI in investment research Working Conditions Must be able to perform the essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each work day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds. Equal Opportunity Employer William O'Neil + Co. Incorporated is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

About Us Data Analysis Incorporated (DAI) is the controlling entity of the O’Neil family of businesses. DAI and its subsidiaries operate in diverse industries worldwide, including global equity markets, health care, financial services, digital news, and insurance. Our global footprint allows our teams to be responsive to customer needs in a timely and efficient manner. We are dedicated to using technology and innovation to bring change and growth to our businesses. We believe in a dynamic workplace, creating engaging, informative products and services that help our customers succeed. Integrity is an essential characteristic for our firms and our associates; if this describes you, please apply! Summary The Lead Identity and Access Management Engineer is responsible for designing, implementing, and continuously improving enterprise IAM platforms while providing technical leadership across authentication, authorization, identity governance, and lifecycle management. This role serves as the IAM technical lead, defining and enforcing the operating model, including oversight of offshore administration processes to ensure secure, consistent, and auditable execution. The position owns identity security across both human and non-human identities, including workforce, service, application, and API identities. It also governs authentication mechanisms, token-based access, and service-to-service interactions across cloud and enterprise environments. Strong ownership of platforms such as PingID, Auth0, Duo, and Microsoft Entra ID is required, with a focus on modern authentication, MFA, SSO, and scalable identity governance. This includes governance of identity and access within AWS environments, including IAM roles, policies, and federated access. Duties and Responsibilities - Design, implement, and maintain IAM solutions across PingID, Auth0, Duo, Microsoft Entra ID, and AWS IAM environments. - Serve as the technical lead for IAM, defining architecture, standards, and the overall operating model. - Develop and enforce IAM processes and governance frameworks, including oversight of offshore operations, SLAs, and quality controls. - Own identity lifecycle management (joiner, mover, leaver), including automation of provisioning and deprovisioning. - Lead identity governance efforts, including access reviews, RBAC/ABAC models, and compliance with regulatory requirements. - Manage authentication and access controls, including SSO, MFA, conditional access, privileged access, and non-human identities (APIs, service accounts). - Design, implement, and govern AWS IAM including roles, policies, permission boundaries, and identity federation. - Manage AWS IAM roles for human and non-human identities, including service roles, cross-account access, and workload identities. - Implement and enforce least privilege access within AWS through policy design and role scoping. - Integrate AWS IAM with enterprise identity providers (Entra ID, Auth0) for federated access and SSO. - Govern access to AWS resources including management of access keys, role assumption, and temporary credentials. - Define and enforce controls for AWS service identities, including Lambda, EC2, and container-based workloads. - API / Token / Secrets - Align AWS IAM roles and temporary credential usage with token lifecycle and secrets management strategies. - Priviledged Access Management - The role includes ownership of cloud identity platforms, including AWS IAM, with responsibility for managing identities, roles, and access controls across multi-cloud environments. - Partner cross-functionally to integrate modern authentication protocols (SAML, OAuth, OIDC, SCIM), drive automation, support audits, and mentor IAM team members. Qualifications & Requirements Required Education, Experience, Certification/Licensure - Bachelor’s degree in Computer Science, Cybersecurity, Information Systems, or related technical field, or equivalent practical experience. - 7+ years of experience in cybersecurity or IT, with at least 5 years focused on Identity and Access Management. - Demonstrated hands on experience with PingID, Auth0, Duo, and Microsoft Entra ID. - Proven experience designing and operating IAM programs, including governance, lifecycle management, and offshore operating models. - Experience managing both human and non-human identities including service accounts, API identities, and application identities. - Strong understanding of authentication and authorization protocols including SAML, OAuth 2.0, OIDC, LDAP, and Kerberos. - Experience implementing identity lifecycle automation and provisioning frameworks. - Experience with privileged access management concepts and technologies. - Experience supporting hybrid environments integrating on premises Active Directory with Entra ID. Preferred Education, Experience, Certification/Licensure - Industry certifications such as CISSP, CISM, Microsoft Identity and Access Administrator, or relevant IAM certifications. - Experience with identity governance and administration platforms. - Experience in regulated environments aligned to SOX, HIPAA, PCI DSS, or NIST frameworks. - Experience with secrets management and vault technologies. - Experience with scripting or automation using PowerShell, Python, or similar tools. KNOWLEDGE, SKILLS AND ABILITIES (KSAs) - Deep expertise in identity security, zero trust architecture, and access governance frameworks. - Strong understanding of AWS IAM concepts including roles, policies, trust relationships, and cross-account access. - Knowledge of cloud identity patterns including federated access and workload identity in AWS. - Strong knowledge of modern authentication and access controls, including MFA, passwordless, API security, and service-to-service authentication. - Ability to design scalable IAM architectures and operating models supporting both human and non-human identities across distributed environments. - Strong analytical, problem-solving, and process design skills, with the ability to translate complex requirements into standardized procedures and runbooks. - Effective communication, documentation, and stakeholder management skills, with the ability to drive accountability and consistency across teams. Working Conditions Must be able to perform essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each workday), hear the telephone, and enter data on a computer and may also require the ability to lift up to 10 pounds. Equal Opportunity Employer Data Analysis Inc is an equal opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.