SaaS Analyst, Senior Associate (Assistant Manager Level)

The Systems Analyst will be responsible for executing technical upgrade of our investment management system (IMS) for SaaS clients. This role involves assessing client systems, planning upgrade strategies, executing upgrade activities, and providing technical support to ensure successful deployment and operation of upgraded systems.

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.

• 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.

• 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.

• 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.

• 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.

• 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.

• Experience with Financial Services Investment Management, Trading or related systems highly preferable ( e.g. Charles River IMS)
• Proven ability to partner with various internal departments to deliver superior customer service.
• Experience in MS SQL Server and/or Sybase database configuration, operations, and basic administration functions.
• Any experience with the following is preferred: servers, operating systems, networks, scripting, XML, programming languages, job scheduling software, system monitoring software and disaster recovery/business continuity.
• Excellent customer service skills, technical troubleshooting skills, and interpersonal, verbal, and written communication skills.
• Bachelor's degree in a technical or analytical discipline such as Computer Science, IT, Financial Engineering, Engineering, Science, Economics, Maths' or Statistics preferred.
• Minimum of 5+ years' relevant industry experience