SaaS Upgrade Analyst - Officer

This is an Individual Contributor (IC) role focused on the hands-on technical execution of SaaS client upgrades for our Investment Management System (IMS). The Systems Analyst will be responsible for upgrade assessment, planning, execution, troubleshooting, and post-upgrade support, with strong ownership of assigned client upgrades from preparation through successful deployment.

Key Responsibilities:

1. Technical Assessment and Planning:

• Assess client systems and infrastructure to determine compatibility and readiness for upgrades.
• Collaborate with project managers and stakeholders to define technical requirements and dependencies for upgrade projects.
• Develop detailed upgrade plans, including timelines, resource requirements, and risk mitigation strategies.

2. Upgrade Execution and Deployment:

• Lead technical aspects of upgrade projects, including software installation, configuration, and testing.
• Coordinate with development and testing teams to ensure smooth transition to upgraded systems.
• Implement deployment strategies to minimize downtime and disruption to client operations.

3. Testing and Quality Assurance:

• Help develop and execute test plans to validate functionality, performance, and compatibility of upgraded systems.
• Identify and troubleshoot technical issues and discrepancies during testing phases.
• Ensure adherence to quality standards and best practices throughout the upgrade process.

4. Documentation and Knowledge Transfer:

• Create and maintain documentation for knowledge transfer
• Contribute to team training and support clients on upgraded system functionality and usage.
• Facilitate knowledge transfer sessions to share insights and lessons learned from past upgrade projects.

5. Technical Support and Troubleshooting:

• Serve as a primary point of contact for technical support during the upgrade deployments.
• Investigate and resolve technical issues reported by clients or internal stakeholders.
• Escalate complex issues or system failures to appropriate teams for resolution.

6. Continuous Improvement:

• Stay updated on industry trends, best practices, and emerging technologies related to upgrade processes and systems.
• Identify opportunities for process improvement and automation to streamline upgrade workflows.
• Collaborate with cross-functional teams to implement enhancements and optimize upgrade methodologies.

Skills, Experience & Qualifications Required:

• Experience in Financial Services, Investment Management, Trading, or related systems, preferably Charles River IMS (CRIMS).
• Minimum 10+ years relevant industry experience.
• Experience with MS SQL Server and/or Sybase, including database configuration, operations, troubleshooting, and basic administration.
• Experience with application and database performance monitoring tools, including identifying, troubleshooting, and resolving performance issues.
• Knowledge of servers, operating systems, networks, scripting, XML, programming languages, job scheduling, and system monitoring tools.
• Understanding of Disaster Recovery (DR) and Business Continuity (BCP) processes.
• Good experience in automation, scripting, and process improvement.
• Strong technical troubleshooting, analytical, and problem-solving skills.
• Proven ability to collaborate with internal teams and cross-functional stakeholders to deliver high-quality customer service.
• Excellent customer service, interpersonal, verbal, and written communication skills.
• Experience with Power BI or similar reporting and visualization tools is desirable.
• Hands-on experience or exposure to AI tools and technologies is a nice-to-have.
• Bachelor’s degree in Computer Science, IT, Financial Engineering, Engineering, Science, Economics, Mathematics, Statistics, or a related technical/analytical discipline is preferred.

About Charles River Development:

Charles River Investment management System in a platform that provides many Front-Office functions including Portfolio Management, Order Management and Execution, Compliance, Performance & Attribution, Modelling, Scenario Analysis, and Wealth Management.

We are part of the State Street Bank. State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. From technology to product innovation, we’re making our mark in the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in location, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers.

Interested in learning more about us? Visit our www.statestreet.com www.crd.com LinkedIn page: State Street on LinkedIn

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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