Fund Order Services, Client Solutions Officer
Core
Translate future-state service requirements into testable specifications, partner with development teams, lead rigorous testing, and support technology-enabled service delivery in production.
Role type
Senior IC Fund Operations & Quality Assurance Lead
Builds
Automated fund processing workflows, client solutions, and operational controls
Domain
Financial Services / Fund Operations / Technology Implementation
Required skills
Fund operations expertise, requirements translation, test strategy design, UAT execution, defect management, production support, automation/AI usage, cross-functional collaboration, root cause analysis
Preferred skills
Fund recordkeeping technology, workflow tools, automated transaction processing, data analysis, production monitoring, incident triage, service management
Technologies
Automation tools, AI, integrated platforms, workflow tools
Responsibilities
Translate operating models into testable business requirements; Partner with FRS to review user stories and resolve design questions; Create risk-based test strategies and execute UAT; Validate production setup and support go-live; Oversee health of automated services and drive root cause resolution
Seniority
Senior, hands-on IC
