Who we are looking for

Individual will support and coordinate the planning and execution of Alpha E2E and middle office recordkeeping conversion activities for their client programs.

The Alpha Conversion Lead works with the Conversion manager to drive the execution of the critical migration, conversion & cutover activities necessary to bring new clients on to the State Street Alpha platform. The Alpha Conversion team works with clients to facilitate data extraction & migration process, organizing and supporting recordkeeping conversion events (dry run, DITL/PPVE, dress rehearsal, go live) and ensuring a smooth transition to BAU working across the different business units.

The Alpha Conversion Lead will support our client relationships, team training, cross workstream collaboration and conversion team oversight. Responsibilities will range from client relationship management, global team oversight, organizing and leading conversion events (dry run, DITL/PPVE, dress rehearsal, go live) and ensuring a smooth transition to BAU working across the different business units. The individual will be expected to coordinate the activities of those involved in the conversion which could be up to 10-15 individuals located in different time zones.

What you will be responsible for

• Works with the VP Conversion Manager to coordinate and drive the deliverables of conversion planning and testing in order to meet the milestones;

• Creates data maps to show the flow from legacy systems to the in-house system using existing functionality and processes;

• Drives the data conversion development lifecycle and methodology including requirements analysis, solution design, client acceptance, timeline creation, implementation, unit testing, deployment tools, and maintenance;

• Leads issue resolution and gap closure in terms of data provided or discrepancies in data between legacy presentation and the future state model based on the feedback provided;

• Supports all conversion events which includes some weekend activity and off hours;

• Serves as client facing contact for all conversation related activity with client and internal business units; and

• Serves as a subject matter expert speaking to details as required while managing multiple processes.

• Weekend work required occasionally.

• Lead a global conversion team responsible for executing on implementation activities

• Occasional travel required for client or global team onsite visits

Education & Preferred Qualifications

• Bachelor’s Degree in Finance, Accounting, Business Administration/Management or related field; plus

• 7-10 years of relevant financial industry experience

Alternate education and experience requirement(s) (if applicable):

• Master’s Degree in Finance, Accounting, Business Administration/Management or related field; plus

• 3 years of relevant pre- or post-Master’s financial industry experience

Additional Requirements

Demonstrated high Level knowledge or experience in Capital markets including Middle Office, Securities, Bank Loans, IBOR / ABOR, Transaction Mgmt or system knowledge of RKS, CRIMS, Eagle, Eagle Star, PAM, Portia, WSO or other is expected;

• Demonstrated excellent Communication Skills with ability to effectively run meetings and collaborate across teams and functions;

• Demonstrated intermediate to high level of skill in team management

• Proven ability to work in a high paced environment, be flexible, follow tight deadlines, organize, and prioritize work;

• Working knowledge of data quality measures across referential, completeness, tolerance, index and business driven data qualitative and quantitative measures

• Solid ability to proactively identify potential issues and drive resolution;

• Experience owning initiatives / projects related to Middle Office Client Onboarding;

• Proven intermediate Microsoft Word, Excel, Visio, PowerPoint, SharePoint and Access skills, as well as Microsoft Project, JIRA or other project management software experience; and

• Solid understanding of Data Warehouses and Databases including SQL.