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

Fidelity National Information Services

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

Job Summary

  • The Analyst Lead serves as a primary support resource and trusted advisor for clients using Mutual Fund and Transfer Agency solutions.
  • This role requires owning the end-to-end resolution of complex production issues including fund accounting, NAV processing, and corporate actions.
  • Candidates must possess strong judgment to operate in live production environments while collaborating cross-functionally with Product and Engineering teams.

Matching Summary

The Analyst Lead serves as a primary support resource and trusted advisor 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 Mutual Fund lifecycle
  • Troubleshoot fund accounting and NAV processing
  • Basic SQL skills for data analysis
  • Experience with financial services platforms

Nice-to-have

  • Leadership experience in senior analyst roles
  • Familiarity with incident management processes
  • Exposure to automation or AI-assisted tools
  • Self-starter mentality with minimal supervision
  • Strong analytical and problem-solving skills

Key Requirements

  • 5+ years prior client-facing experience
  • 3+ years Mutual Fund industry experience
  • Basic SQL knowledge required
  • Leadership readiness for Senior Analyst role

Work Rights

Not specified

Tailored Resume

Cover Letter