Account Service Implementation Analyst, Officer
Core
Account Service Implementation Analyst supporting the onboarding of institutional clients onto the Alpha Platform by gathering requirements, managing project delivery, and coordinating account configuration.
Role type
Senior IC Account Services Implementation Analyst / Project Manager
Builds
End-to-end client onboarding and account setup on the Alpha Front-to-Back platform
Domain
Financial Services / Institutional Investor Onboarding
Required skills
Business analysis, Project management, Requirements gathering, Stakeholder coordination, Functional documentation, Test coordination, Data configuration, Risk management, Timeline tracking, Workshop facilitation
Preferred skills
Alpha Platform expertise, Account lifecycle management, Financial services background
Technologies
Alpha Platform, Account Configuration & Maintenance (ACM) tool
Responsibilities
Gather and document client requirements and translate them into functional specifications; Coordinate account onboarding, conversion, and data readiness; Manage project timelines, RAID logs, and milestone adherence; Support end-to-end testing and validation of account configurations; Facilitate client workshops and align stakeholders on implementation standards; Monitor project progress and drive resolution of risks and issues.
Seniority
Senior, hands-on IC