Mutual Fund and/or Transfer Agency domain
AnalystLead,ManagedService
“Analyst Lead, Managed Service at Mutual Fund and/or Transfer Agency domain. Skills: Managed Services Ownership, Client Engagement & Incident Management, Technical Support & Problem Resolution, Process Optimization & Continuous Improvement, Operational Excellence & Change Management. Oversee end-to-end managed services execution, ensuring stability, availability, and performance of supported platforms. Act as a recognized subject matter expert and primary escalation point for complex production a”
What You'll Achieve.
ensure production stability; timely issue resolution; continuous improvement; service excellence; deliver high-quality managed services outcomes; Effective and timely resolution of complex client and production issues; Improved stability and reliability of managed services operations; Reduced recurrence of operational and data-related issues; Increased efficiency through process improvements and automation; Consistent and high-quality client service delivery
Industry & Context.
problem-solving skills; analytical, problem-solving, and decision-making skills; Troubleshoot complex issues; Perform deep root cause analysis; Independently manage and prioritize support queues and high-impact issues; Apply data analysis and SQL to investigate issues and validate outcomes
Shift - 6: 30 PM to 3: 30 PM
What They're Looking For.
Must Have
5+ years of experience in application, product, or technical support roles, 3+ years of experience in Mutual Fund and/or Transfer Agency domain, understanding of Mutual Fund lifecycle and Transfer Agency operations, Proven ability to handle complex production issues and client escalations independently, analytical, problem-solving, and decision-making skills, Proficiency in data analysis and basic SQL, Ability to manage complex processes or assignments with limited oversight, Excellent written and verbal communication skills
Nice to Have
Experience in Managed Services or Service Delivery environments, Experience supporting enterprise financial services platforms, Exposure to automation, AI-assisted support tools, or efficiency initiatives, Familiarity with ITIL processes (Incident, Problem, Change Management)
What You'll Do.
Oversee end-to-end managed services execution
and performance of supported platforms
Act as a recognized subject matter expert and primary escalation point for complex production and client issues
Ensure adherence to SLAs
and operational standards across managed services
Manage large processes or service areas with minimal oversight
Serve as a primary support resource for clients using Mutual Fund and Transfer Agency solutions
Build and maintain client relationships
acting as a trusted advisor on TA workflows and operations
Handle complex and escalated client issues
own them through to resolution
Ensure clear communication and timely updates during high-impact incidents
Troubleshoot complex issues across fund accounting
and end-to-end TA workflows
Perform deep root cause analysis and collaborate with Product
and Operations teams to implement sustainable fixes
Independently manage and prioritize support queues and high-impact issues
Apply data analysis and SQL to investigate issues and validate outcomes
Identify opportunities for process optimization
and efficiency improvements within managed services
Drive initiatives to reduce issue recurrence and enhance operational stability
Leverage automation and emerging technologies to improve service effectiveness
Contribute to continuous improvement initiatives aligned with industry best practices
Support release readiness
and production validation
Participate in disaster recovery and business continuity testing
Ensure adherence to incidents
and change management processes
Contribute to improvements in policies
How You'll Work.
Team & Collaboration
collaboration across teams to deliver high-quality managed services outcomes; collaborate with Product, Engineering, QA, and Operations teams to implement sustainable fixes; collaboration with Product, Engineering, and Operations teams
Communication Scope
Excellent written and verbal communication skills; Ensure clear communication and timely updates during high-impact incidents
Process & Methodology
Manage large processes or service areas with minimal oversight, manage complex processes or assignments with limited oversight
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