State Street
Funds Industry
OperationsReadinessAnalyst-SeniorAssociate
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optimal for Senior candidates.
“Operations Readiness Analyst - Senior Associate at State Street. Skills: Client On-boarding, User Acceptance Testing, Operational Readiness, Funds Industry. Support BA for Operations Readiness. Design global operating models”
What You'll Achieve.
Support continued growth; Support business evolution; Ensure successful delivery; Deliver on time; Complete tasks on time
Industry & Context.
Problem-solving; Troubleshooting; Analytical skills; Quantitative analysis; Draw meaningful conclusions
What They're Looking For.
Must Have
Comprehensive knowledge of the Funds Industry, High level of knowledge of Transfer Agency Operations, Knowledge of product and service systems and processes
Nice to Have
Experience with analysis and project life cycle methodologies, Understanding of the implementation project life cycle
What You'll Do.
Support BA for Operations Readiness
Design global operating models
Implement global operating models
Deliver Model Office/UAT testing
Build Operational Implementation Program
Attend due diligence meetings
Attend gap analysis meetings
Attend relevant project meetings
Analyze operational readiness for projects
Participate in client project calls
Participate in Governance for operational readiness
Lead client workshops
Lead internal workshops
Provide suggestions on courses of action
Draw parallels from prior experience
Help team find paths to success
Participate in Workstream Meetings
Manage Workstream Meetings
Liaise with clients for requirements
Agree solutions for global operation model
Document requirements including workflows
Hold workshops for solutions
Get agreement on solutions
Identify project risks
Ensure stakeholders appreciate key risks
Complete risk mitigation steps
Document project life cycle
Agree resolution steps
Design operating model
Document operating model
Design handoffs between locations
Document handoffs between locations
Design Model office strategy
Coordinate Model office for conversions
Assist Operations teams with test plans
Create model office test plans
Maintain model office test plans
Execute model office test plans
Provide status reporting on Model office
Prepare Non-Standard Process reports
Facilitate review of reports
Support other business units
Interact with other business units
Coordinate project team activities
Work within Transfer Agency Project Office
Use standard templates
Procure required resources
Respond to client inquiries
Respond to client concerns
Conduct testing for responses
Conduct research for responses
Improve Onboarding process
Communicate discovered issues
Determine potential workarounds
Assist team in prioritization
Review conversion-related business requirements
Provide feedback on requirements
Assist Conversion Business Analysts
Ensure successful delivery of business needs
Function as subject matter expert
Assist conversion team in analyzing results
Analyze results of conversion process
Assist Operations team in conversion reconciliations
Analyze post-conversion needs
Analyze post-conversion processes
Support post-conversion issues
Manage client relationships
Develop client relationships
Maintain client relationships
Develop New Client Onboarding playbook
Maintain New Client Onboarding playbook
Deliver tasks on time
Complete tasks on time
Define new processes for client requirements
Execute strategies to completion
Handle complex operational problems
Resolve complex operational problems
Handle unusual operational problems
Resolve unusual operational problems
Develop expertise in all areas
Seek opportunities to automate
Seek opportunities to standardize
Seek opportunities to streamline
Track implementation process
Provide audit trail of implementation
Deliver presentations to potential clients
Drive for excellence in work activities
Plan service delivery
Review processes for improvement
Review practices for improvement
Act as catalyst for change
Act as catalyst for improvement
Observe proper standards of conduct
Demonstrate integrity
Communicate company values
Promote company values
Adhere to company values
How You'll Work.
Team & Collaboration
Work closely with Service Client Services; Work with key stakeholders; Engage internal stakeholders; Coordinate project team
Communication Scope
Client meetings; Presentations
Process & Methodology
Project management, Project life cycle methodologies, Implementation project life cycle
Full Job 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 meetings * Analysis to support client-facing projects operational readiness * Active 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 success * Participation and Management of Workstream Meetings * Liaises extensively with clients to establish exact requirements, agree solutions for global operation model * Clearly documents requirements including workflows and holds workshops to determine solutions and get agreement internally and with clients. * Proactive identification and management of pro
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