Associate - Platform Management and Operations

• 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.
• You will offer solutions and coordinate 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.