Position description :
- Fund Order & Custody Product is looking for a Project Specialist who will take a lead role in managing select projects supporting the Fund Order and Custody team’s 3rd party mutual fund business.
- Working within the Product and Project team, the analyst will be responsible for specific projects related to the Product and Project group reporting directly to the team leader. This person will lead the initiative of automating third party US money market funds in order to improve efficiencies, increase profitability and mitigate risk. The analyst will be responsible for all aspects of the automation initiative, including presenting to senior management, driving discussions with Risk and Office of General Counsel (OGC) and attending outside meetings with transfer agents or fund companies to drive trade / settlement automation.
Principal Responsibilities :
Product Support
Participate in all FO&C project reviews to analyze and prioritize fund families for automation based on activity and or trade value. Will be expected to lead select specific reviewsCoordinate automation efforts with external funds / transfer agents through the use of pre-existing file transfer (SFTP) automation. Previous experience with SFTP is required.Coordinate testing effort related to automation across all impacted teams, including the securing and managing resources, writing test scripts and managing data prep for test regionParticipate in department implementation of all automation initiatives and manage wellness review (Mandatory weekend support)Manage post implementation oversight with impacted teams and fund / transfer agentCoordinate requirements and automation effort with external funds / transfer agents through the use of proprietary filesClient Service
Work with team leads and supervisors to proactively address resource constraints, production vs. testing, to achieve project milestonesAssist with defect triaging and resolutionAdministrationResponsible for the timely completion of all project related tasks, including test script and requirement writing, testing plan, UAT and implementationAssist in development and production of management reporting for project progressIn conjunction with OGC, Risk and Compliance, be the point person for all automation related discussionsCompliance Risk
Take an active role in any risk, compliance and project teams to compile and analyze data relevant to activityHelp lead in any remediation effortsManage UAT, Qtest and all related project documentation, ensuring accurate and organized project recordsFinancial
Be Point person to understand all costs and revenues of the automation effort / project.Review, with an intent to minimize, testing and implementation costs by streamlining process and reducing redundanciesKnowledge, Skills and Abilties :
Education level and / or relevant experience(s)BS / BA Degree3 years Project experience2 years US Money Market experienceKnowledge of Qtest a plusKnowledge and skillsExperienced manager of people and projectsStrong Organizational SkillsStrong Communication Skills at all levelsProficient with Excel and other Microsoft Office toolsGood at working independentlyProactive, self-starterAbility to motivate teams at all levelsAbility to manage competing deliverablesAbout US Tech Solutions :
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Name : Vivek Rana
Email Address : vivek.rana@ustechsolutionsinc.com
Job Id : 25-31094
