SaaS Upgrade Analyst - Officer

Overview

Individual Contributor role focused on hands-on technical execution of SaaS client upgrades for the Investment Management System (IMS), with ownership of assigned client upgrades from preparation through successful deployment.

What you'll do

• 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 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.

What you'll need

• Experience in Financial Services, Investment Management, Trading, or related systems.
• 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.

Nice to have

• Preferably Charles River IMS (CRIMS) experience.
• Experience with Power BI or similar reporting and visualization tools.
• Hands-on experience or exposure to AI tools and technologies.
• Bachelor's degree in Computer Science, IT, Financial Engineering, Engineering, Science, Economics, Mathematics, Statistics, or a related technical/analytical discipline.