Associate - Platform Management and Operations

We have an exciting and rewarding opportunity for you to take your career to the next level.

As a Platform Management and Operations Associate within the Asset & Wealth Management, you will be entrusted with the comprehensive management and daily operations of CPR, Model Management, and Tax Savings Reporting. Your role will involve liaising with clients and other client-facing teams to address emerging business needs and challenges, offering solutions and coordinating with cross-functional stakeholders to guarantee platform activities are executed with precision, consistency, and scalability. Working in a dynamic environment, you will have the chance to promote business impact and contribute significantly to our team's success.

Job Responsibilities:

• Establish/Create/Analyze reports relevant to Operations functions
• Propose process reengineering solutions to resolve current process breaks and identify areas of opportunity for improvement
• Elicit project or initiative requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, task, and workflow analysis
• Evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs
• Communicate proactively and collaborate with external and internal customers to analyze information needs and functional requirements
• Drive and challenge business units on their assumptions of how they will successfully execute their plans and assist with creation of processes and procedures
• Serve as the conduit between the customer community (internal and external customers), support teams, business units and the development team through which requirements flow
• Develop requirements specifications according to standard templates using natural language
• Collaborate with developers and subject matter experts to establish the technical vision and analyze trade-offs between usability and performance needs

Required qualifications, capabilities and skills:

• Minimum of 3 years of experience building processes, managing cross functional projects that promote business impact
• Skilled in MS Office, including Excel and Access
• Strong analytical and time management skills required, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements
• Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, including executives, managers, and subject matter experts
• Demonstrated organizational skills and ability to handle working within strict timelines
• High level of professionalism in leading groups and process improvement initiatives
• Experience in using enterprise-wide requirements definition and management systems and methodologies required
• Ability to work nonstandard hours, including early morning, late evening, and weekends to accommodate testing schedule requirements

Preferred qualifications, capabilities and skills:

• Managed account experience is highly desirable
• Experience in project management or support is preferred