Onboarding Analyst

6 months ago


Toronto, Canada State Street Full time

SaaS Operations Technical Analyst - Officer
- Charles River Development is an award-winning provider of software and services to the Investments/Financial Services industry. Our client base includes many of the worlds’ largest investment and financial institutions. To better serve the growing demand for our Software as a Service managed service offerings.
- This is a client-facing, business and technical staff position responsible for managing and supporting all aspects of production Charles River IMS systems for multiple clients as part of Charles River SaaS Operations and SaaS strategy.
- Why this role is important to us
- The team you will be joining is a part of Charles River Development (or CRD), which became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management, and hedge funds. Together we have created the first open front-to-back platform - State Street Alpha, which was launched in 2019.
- Join us if delivering next-generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.

Purpose and Function:
- Responsibilities:
- Understand new client Onboarding and implement the CRD system for new projects-
- Oversight of issue resolution and support client’s during the project/Onboarding phase-
- Design new complex job schedule for client’s BOD/EOD batch for business operations-
- Escalate issues to Senior Management using sound judgement-
- New client assimilation and transition-
- Troubleshooting and issue resolution-
- Monitoring of Client Open Issues Lists to ensure accuracy, completeness, timely, and proper progress on and resolution of issues-
- Periodic communications with Clients assigned to staff to monitor Client satisfaction and make improvements where appropriate during the Onboarding process-
- Accountable for ensuring defined processes are followed-
- Setup connectivity to third party vendors such as Bloomberg, Omgeo, Cassini etc-
- Identification of issues in existing processes and improve documentation-
- Occasional off hours / weekend support for client go live activity-
- Service Partner communications and coordinationRequired Competencies:
- Track record of working in a high-growth, mission critical software based operations and support environment.-
- Hands on capability to undertake basic investigative activities on RDBMS such as writing and running queries and data investigations, basic performance diagnosis, basic administration functions-
- Experience with automation using any scripting languages such as Python/PowerShell/Windows Batch etc.-
- Working knowledge of any industry standard complex job automation technologies and proven skill to code complex job schedule.Understanding of Infrastructure as Service cloud providers such as Azure/AWS cloud is mandatory.-
- Bachelor’s degree- Ideal Competencies/Experience:
- Experience or familiarity with servers and basic networks is preferred.-
- Experience with the following is beneficial: databases, server operating systems, servers, networks, job scheduling software, system monitoring software, clusters/high availability systems, Disaster Recovery/Business Continuity, FIX.- About State Street
- What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
- Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
- State Street is an equal opportunity and affirmative action employer.



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