Role summary : The Onboarding Analyst implements and transitions Charles River IMS environments for new SaaS clients. The role combines technical delivery, client coordination, production readiness, issue resolution and operational handover across DEV, UAT and PROD environments.

Purpose and scope

Working within the CRD SaaS Onboarding team, the analyst owns assigned onboarding activities from environment setup through go-live and transition to operations. The role works closely with Professional Services, clients, Infrastructure, NetOps, Database, SaaS Operations, Engineering and third-party vendors. It requires hands-on technical capability, clear stakeholder communication, disciplined governance and sound judgement when escalating delivery or production risks.

Key responsibilities:

• Plan and execute onboarding activities for new clients and new environments, maintaining clear ownership, dependencies, risks and target dates.
• Coordinate environment readiness across DEV, UAT and PROD, including infrastructure, application configuration, access, monitoring, capacity and production-readiness checks.
• Work with client and internal network teams to establish and validate connectivity, firewall rules, peering, endpoints, certificates and third-party integrations.
• Set up and validate interfaces and messaging components such as FIX, IBM MQ, Kafka, file transfer and vendor connectivity, including Bloomberg, Omgeo and Cassini where applicable.
• Install and configure Charles River IMS components; deploy patches, hotfixes, plug-ins and add-ons through approved CI/CD and Azure DevOps pipelines.
• Design, build and validate complex BOD/EOD batch schedules and operational jobs; support Tidal or equivalent enterprise job-scheduling technologies.
• Perform troubleshooting across applications, Windows/Linux services, databases, APIs, authentication, networks and integration flows; coordinate resolution with the correct resolver teams.
• Prepare and execute Disaster Recovery tests, document outcomes and close identified gaps before production acceptance.
• Support UAT, implementation weekends and go-live activities, including occasional out-of-hours coverage and disciplined handover to support teams.
• Maintain accurate documentation, knowledge articles, runbooks, configuration records, open-issue lists and decision logs; identify and implement process improvements.
• Manage client and service-partner communications, monitor satisfaction, and escalate material risks or blockers to senior management using sound judgement.

Required competencies and experience

• 1-5 years of experience supporting or implementing mission-critical production software, preferably within financial services, investment management or a SaaS environment. Open to recent graduates and early- career professionals.
• Working knowledge of relational databases and SQL, including data investigation, basic performance diagnosis and safe execution of operational queries.
• Experience with scripting or automation using PowerShell, Python, Windows Batch or a comparable language.
• Practical understanding of Microsoft Azure or AWS infrastructure, networking, security, compute, storage, monitoring and high-availability concepts.
• Experience with enterprise job scheduling, software installation, configuration management, release deployment and incident/problem resolution.
• Strong written and verbal communication, with the ability to translate technical issues into clear actions, risks and decisions for clients and internal stakeholders.
• Ability to manage multiple workstreams, follow controlled processes and produce reliable documentation in a high-growth, time-sensitive environment.
• Bachelor’s degree in Computer Science, Information Technology, Engineering, Finance or a related discipline, or equivalent relevant experience.

Preferred knowledge

• Applications and domain: Charles River IMS; trade order management; middle-office, back-office or other financial applications; investment-management workflows.
• Platforms and operations: Windows/Linux servers; Azure DevOps; CI/CD; monitoring; databases; clusters/high availability; DR/BCP; production support.
• Integration and connectivity: FIX; APIs; gRPC; IBM MQ; Kafka; SFTP/file transfer; LDAP/SSO; certificates; vendor and client network connectivity.
• Delivery behaviours:   Client focus; ownership; structured troubleshooting; accurate status reporting; risk escalation; collaboration; continuous improvement.

Success measures

• Environments and integrations are delivered to agreed scope and readiness dates with no avoidable production defects.
• Risks, dependencies and issues are visible, owned and escalated early, with accurate stakeholder reporting.
• Batch, interface, DR, monitoring and operational handover evidence is complete before go-live approval.
• Knowledge articles and runbooks are reusable, current and sufficient for SaaS Operations/GOC support.
• Clients and internal partners experience clear ownership, timely communication and effective resolution during onboarding.

Working arrangements

This is a client-facing role that may require participation in implementation windows, go-lives, Disaster Recovery exercises and critical issue resolution outside normal business hours. The analyst is expected to comply with CRD change, access, security, documentation and production-governance controls.

Employees are expected to work from the office 4 days a week. 

About State Street

What we do. 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 on 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 locations, 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 the 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 program 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.

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About State Street

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.

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