Operations Readiness Analyst - Senior Associate
at State Street
Want this job?
Let DoneWithWork tailor your resume to this exact posting, write the cover letter, and submit the application for you.
Apply with DoneWithWork — $19.99/moJob description
Main purpose of role:The Senior Associate will be part of Operations Readiness for New Client On-boarding and will be required to demonstrate a comprehensive knowledge of the Funds Industry and take a lead role in the management and support of User Acceptance Testing (UAT) (Model office Testing)The incumbent will help to support the BA responsible for the Operations Readiness workstream of new client launches and conversions this includes designing and implementing global operating models, delivering quality Model Office/UAT testing for system enhancements, new operating models and connectivity for new client launches and conversions, and for building an Operational Implementation Program utilized for new client prospects. The incumbent will possess a high level of knowledge of Transfer Agency Operations which includes product and service offerings; systems and processes and will be focused on operational efficiencies, being a solid advocate for change to support continued growth and overall evolution of the business. The incumbent will work closely and provide support to Sales; Service Delivery; Client Services and various other key stakeholders.Responsibilities:Attends due diligence, gap analysis and other relevant project meetingsAnalysis to support client-facing projects operational readinessActive participant in client project calls and Governance for operational readiness. May also lead client/internal workshops and calls.Actively participates in discussions, brainstorms, provides suggestions on courses of action, draws parallels from prior experience and helps team find paths to successParticipation and Management of Workstream MeetingsLiaises extensively with clients to establish exact requirements, agree solutions for global operation modelClearly documents requirements including workflows and holds workshops to determine solutions and get agreement internally and with clients.Proactive identification and management of project risks, ensuring that the appropriate measures are taken to ensure that all stakeholders have an appropriate appreciation of the key risks and that the required steps to mitigate these risks are completed.Thorough documentation throughout the project life cycle including of all required signoffsIssue tracking and management, ensuring that the appropriate stakeholders are in agreement with the resolution stepsDesign and Document the operating modelDesign and document the handoffs between locationsDesign the Model office strategy conversionsCoordinates the Model office for large conversions with the Operational TeamsAssists the Operations teams in the creation, maintenance and execution of model office test plansProvides clear reporting on the status of Model officePreparation of Non-Standard Process reports and facilitating their review with Risk and ComplianceSupport and interact with other business units involved in the project and coordinates the project team and activities.Works within the Transfer Agency Project Office structure and ensures that all standard templates are used and required resources are procured.Responds directly to client inquiries and concernsConducts testing and research to provide accurate responsesImproves the Onboarding process by streamlining reports, documenting checklists, processes and procedures.Promptly communicates discovered issues. Quantifies the risks and determines potential workarounds to assist the team in prioritizationReviews conversion-related business requirements documentsProvides feedback, clarifies requirements and assists the Conversion Business Analysts to ensure successful delivery of business needs enhancementsFunctions as the subject matter expert on business processes and procedures and the various applications utilized to support such processesAssists the conversion team in analyzing results of the conversion processAssists the Operations team in conversion reconciliationsAnalyzes post-conversion needs and processes specific to first 3 business daysSupports post-conversion issues found during the warranty periodOwnership, management and development of strong client relationshipsDevelop and maintain a comprehensive New Client Onboarding playbook and ensure all tasks are delivered / completed on a timely basis.Work with the Operations management team to define new processes to support specific client requirements and execute strategies to completion. Handle and resolve complex or unusual operational and managerial problems that are referred from above and belowContinually develop expertise in all area of the businessSeek opportunities to automate, standardize, and streamline the product / client implementation, tracking the process for Business Operations from the point of sale through back office implementation, providing a full audit trail of the entire implementation process. Delivery of presentations to potential new clients demonstrating why IFDS should be their strategic partnerQuality FocusedAll employees are accountable for the delivery of a Quality service, driving for excellence in all their work activities:To be quality driven, aiming for 100% accuracy and timeliness of delivery;To effectively plan the way services are delivered so that all activity is directly related to providing quality services and meeting the expectations of the client (internal and external);To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance;To observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties;To communicate and promote the values which reinforce and support a consistent quality culture.To adhere to company values of Professional, Accountable, Client Focused, Excellence and Leadership in all tasks and interactionsMust be willing to travel as part of the role - mostly between Ireland, Lux and UK.Knowledge and Competency RequirementsSpecific knowledge, sk
Want this job?
Let DoneWithWork tailor your resume to this exact posting, write the cover letter, and submit the application for you.
Apply with DoneWithWork — $19.99/mo