Product Technical Support With Mutual Fund Industry And/or Transfer Agency Domain.

Worldpay (FIS)

5+ years client-facing support experience
3+ years mutual fund or transfer agency domain
Strong understanding of fund accounting lifecycle
The Analyst Lead serves as a primary technical and functional escalation point for clients using Mutual Fund and Transfer Agency solutions

Job Summary

  • The Analyst Lead serves as a primary technical and functional escalation point for clients using Mutual Fund and Transfer Agency solutions.
  • This role requires strong judgment to handle complex production issues including fund accounting, NAV processing, and end-to-end Transfer Agency workflows.
  • Candidates must possess basic SQL skills to investigate issues, validate data, and confirm solutions while collaborating cross-functionally with Product and Engineering teams.

Matching Summary

The Analyst Lead serves as a primary technical and functional escalation point for clients using Mutual Fund and Transfer Agency solutions.

Skills & Requirements

Must-have

  • 5+ years client-facing support experience
  • 3+ years Mutual Fund or Transfer Agency domain
  • Strong understanding of fund accounting lifecycle
  • Basic SQL knowledge for data analysis
  • Experience with NAV processing and corporate actions

Nice-to-have

  • Leadership experience in senior analyst roles
  • Familiarity with incident and change management
  • Exposure to automation or AI-assisted tools
  • Self-starter mentality with minimal supervision
  • Proven ability to drive process improvements

Key Requirements

  • 5+ years prior client-facing support experience
  • 3+ years Mutual Fund industry experience
  • Leadership readiness for Senior Analyst role
  • Shift availability 6:30 PM to 3:30 PM

Work Rights

Not specified

Tailored Resume

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