Senior Analyst – Alpha Onboarding Automation - Assistant Vice President

Who we are looking for:

We are looking for a highly motivated and process-oriented Automation Analyst who is passionate about improving the client onboarding experience through automation.

This role is ideal for someone with a strong understanding of client onboarding and implementation processes who can identify manual activities, translate them into automation opportunities, and work across teams to drive delivery and adoption.

The successful candidate will be a strong collaborator, capable of engaging business and technology stakeholders, influencing priorities, and ensuring automation initiatives deliver measurable operational benefits.

What you will be responsible for:

Identify and Drive Automation Opportunities

• Review client onboarding activities across environments, batch operations, configuration setup, reference data, and testing workflows.
• Identify manual, repetitive, or high-effort onboarding activities that can be automated.
• Prioritize automation opportunities based on business impact, effort savings, risk reduction, and client benefit.
• Document current-state processes, pain points, and automation requirements for technical delivery teams.

Partner with Delivery Teams

• Work closely with Automation Implementation teams to transition opportunities into actionable requirements.
• Act as the business owner throughout the automation lifecycle, providing requirements, use cases, and acceptance criteria.
• Track automation initiatives from intake through development, testing, and deployment.
• Coordinate validation and UAT activities before production rollout.

Engage Stakeholders

• Collaborate with Global Client Implementation, Environments, Operations, and Client-facing teams to understand onboarding challenges.
• Build strong partnerships across business and technology teams to gain support and drive execution.
• Represent onboarding automation initiatives in governance forums and working groups.
• Communicate automation progress, benefits, and adoption metrics to leadership and stakeholders.

Measure Success and Drive Adoption

• Maintain a tracker/dashboard of automation candidates, in-flight initiatives, and completed automations with associated benefits realized.

• Track efficiency gains, reduced turnaround times, and quality improvements resulting from automation.
• Promote adoption of automated solutions and support the retirement of legacy manual processes.
• Continuously identify new opportunities to improve onboarding workflows as processes evolve.

What we value:

• A continuous improvement mindset with a passion for simplifying complex processes.
• Strong analytical thinking and the ability to identify operational inefficiencies.
• Excellent stakeholder management and communication skills.
• Ownership and accountability in driving initiatives from idea through implementation.
• Collaboration across business, operations, and technology teams.
• Data-driven decision making and measurable outcomes.
• Curiosity and openness to leveraging AI, automation platforms, and emerging technologies to enhance operational efficiency.

Qualifications / Skills Profile:

Required Qualifications

• Strong understanding of client onboarding processes within Global Implementations, Middle Office, or platform environments such as Alpha.
• Experience identifying process improvement and automation opportunities.
• Ability to work effectively with cross-functional teams including Technology, Automation, Implementations, and Environment Management.
• Strong process-mapping, analysis, and documentation skills.
• Ability to translate business processes into clear and actionable requirements.
• Excellent communication, stakeholder management, and organizational skills.

Preferred Qualifications

• Experience supporting the Alpha platform, asset management operations, or large-scale client implementation programs.
• Familiarity with environment management, fund setup, and reference data processes.
• Understanding of workflow automation, task mining, and RPA concepts.
• Experience supporting testing cycles such as BUAT, CUAT, and operational readiness activities.
• Exposure to AI-powered productivity tools, automation platforms, workflow orchestration tools, and other emerging technologies.
• undefined Success MeasuresNumber of onboarding activities successfully automated.Reduction in manual effort and turnaround times.Reduction in operational errors and defects.Adoption rates of automated solutions across onboarding teams.Effective collaboration and delivery with Automation Implementation and stakeholder teams.Continuous identification and realization of new automation opportunities

About State Street

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