Account Services Implementation Analyst and Project Manager, Officer
Core
Support the delivery of Alpha Front-to-Back (F2B) Account Services implementations, ensuring accurate account setup, data readiness, and alignment with implementation timelines for institutional clients.
Role type
Senior IC Account Services Implementation Analyst and Project Manager
Builds
Alpha Platform account onboarding, configuration, and lifecycle management workflows
Domain
Financial Services / Investment Banking / Capital Markets
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Functional requirements gathering, project management, stakeholder coordination, test planning and execution, RAID log management, client workshop facilitation, data mapping, configuration design, risk identification, milestone tracking
Preferred skills
Financial services industry exposure, investment banking knowledge, capital markets experience, Alpha Platform expertise
Technologies
Alpha Platform, Account Configuration & Maintenance (ACM) tool
Responsibilities
Translate client servicing needs into business requirements and functional specifications; coordinate account onboarding and conversion activities; document and validate account lifecycle workflows; support end-to-end testing activities; track project milestones and manage deliverables; facilitate client and internal meetings to review requirements and validate configurations; monitor project progress and proactively identify risks; maintain clear project reporting on progress and key decisions.
Seniority
Senior, hands-on IC
