Shift Requirements
- Monday–Friday: Market open hours
- Rotating weekend: On-call batch / incident support
- Occasional weekend work: Limited project / implementation activities as needed
Key Responsibilities
Batch Monitoring & Incident Management
- Monitor automated batch job streams in an enterprise job scheduler (e.g., CA Autosys or similar), maintaining heightened sensitivity to all alerts, delays, and abnormal conditions.
- Own the processing cycle during assigned shifts, ensuring jobs start, run, and complete within defined SLAs and market timelines.
- Proactively identify, investigate, and drive resolution of job failures, abends, transmission issues, and connectivity-related problems.
- Escalate incidents to appropriate application, infrastructure, and vendor support teams with clear, concise context and required urgency.
- Lead or actively participate in incident bridges, contributing to triage, impact assessment, and root cause analysis (RCA) for batch-related events.
- Provide accurate, timely status updates during high-pressure periods (e.g., SOD, intraday cycles, EOD, month-end, quarter-end).
Job Scheduling & Change Management
- Add, modify, or remove jobs within the batch stream based on approved requests from operations, client service, and project teams.
- Work closely with internal teams to correctly sequence new jobs and dependencies as part of new batch onboarding and JIL/build work.
- Support key initiatives such as disaster recovery tests, client/vendor testing, and other controlled non-production and production events.
- Adhere to all change, compliance, and approval standards, ensuring that environmental changes follow documented procedures and corporate policies.
Operational Support & Client/Vendor Interaction
- Intake, prioritize, and organize intraday requests for daily and weekend processing via the ticketing system.
- Communicate with clients, financial institutions, and vendors via email and phone regarding file receipt, report delivery, and other batch-dependent outputs.
- Use enterprise monitoring tools to track the health of applications, systems, and storage involved in the batch ecosystem, and act on early warning indicators.
Documentation & Continuous Improvement
- Perform detailed research and analysis of job failures and anomalies, documenting findings, impacts, and corrective actions.
- Create and maintain procedural documentation for batch processes, transmissions, contact lists, and operational runbooks.
- Document incident records, including analysis, remediation steps, and preventive recommendations; produce clear shift turnover reports, problem logs, and other operational records.
- Contribute feedback and ideas to continuously improve batch stability, observability, and supportability.
Required Skills & Experience
Technical Skills
- Experience with enterprise job scheduling / automation tools (e.g., CA Autosys or similar), including job dependencies, calendars, and event handling.
- Familiarity with file transfer and back-office processing (e.g., SFTP, NDM) and associated controls (naming, timeliness, completeness).
- Fundamental understanding of:
- Operating systems: Microsoft Windows, Linux, Unix
- Storage concepts: NAS and general storage terminology
- Networking and protocols: TCP, SSH, SFTP, HTTPS, and related connectivity concepts
- Experience with enterprise monitoring and alerting tools for applications and infrastructure.
Industry & Domain
- Familiarity with wealth management or broader financial services terminology, workflows, and operational cycles is strongly preferred.
- Understanding of the criticality of market-driven timelines, cutoffs, and regulatory expectations around data accuracy and availability.
Behavioral & Soft Skills
- Proven ability to multi-task and manage multiple concurrent incidents and requests in a fast-paced, high-pressure environment.
- Strong sense of urgency, ownership, and follow-through to drive issues to resolution within SLA.
- Clear, professional written and verbal communication skills for both technical and non-technical audiences, including clients and external partners.
- Team-oriented, “must-get-it-done” attitude, especially during peak processing periods such as month-end and quarter-end.
- Strong attention to detail with the ability to distinguish symptoms from root causes and document findings clearly.
Basic Qualifications
- Bachelor’s degree preferred; equivalent work experience may be substituted in lieu of a degree.
- 3+ years of professional experience in batch operations, production support, or a related function—preferably within the wealth management or financial services industry.
Equal Employment Opportunity
InvestCloud is an Equal Opportunity Employer/Disability/Vet.
InvestCloud is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
About InvestCloud
Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, digital financial solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs.
InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
