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Who we are looking for
In this role, you will work with State Street teams from around the globe to support premier investment management clients. You will have immediate responsibility to oversee all day-to-day transactional responsibilities in a fast-paced,flexibleand exciting environment.
Why this role is important to us
This is a varied position with a senior level of responsibility within the Transaction Management team, within Middle Office Services.This Transaction Management Officer acts as a Primary contact point for all internal/external clients. The teamis responsible fortrade confirmation, trade process, trade settlement, and reporting of trade instructions from clients. The team is also responsible for processing directed lending instructions, wire transfers, and trade exceptions. The candidate isrequireto ensureservice delivery to both internal and external clients, ensuretimelyresponse toclient initiatedqueries, and escalation of anyunresolvematters to manager for best resolution solution.
What you willbe responsible for
AsSeniorAssociate, you will
Provide a high standardof supportto both internalorexternal clients
Embrace State Street's corporate values and support a work environment reflective of those values
Effectively communicate with clients, custodians, brokers, managers, and peers within State Street
Bea strong teamplayer anddemonstratededication to group and company goals
Demonstrate professional maturity and effective time management
Demonstrate the ability toanalyzea problem,obtainand evaluate information, and reach sound conclusions
Ensure all internal/external clients inquiries are logged and resolved ina timelyand satisfactory manner
Ensure all daily and monthly services are deliveredin accordance withrelevant client SLA's
Ensure all transactions are processedon a daily basis
Participate in semi-annual broker review meetings
Facilitate new market initiatives setup
Contribute to team initiatives around audit, risk management
Complete special tasks and projects assigned by the supervisor or manager.
What we value
These skills will help you succeed in this role
Excellent attention to detail
Must be responsible and take ownership to the job which isallocated
Must be organized and able to multi-task often working to tight deadlines.
Must havedemonstratedan ability to handlenumerousactivities and to prioritize work effectively.
Must be pro-active and be a problem solver
Must be highly professional interacting with several departments within the company
Must be flexible often dealing with ad-hoc queries from clients.
Mustdemonstratean understanding of the risks involved in the processes and reflect this in their approach to work prioritization
A team player
Education & Preferred Qualifications
BS/BA degree preferred.
Minimum ofAssociatesdegree and 2-4 years of prior business experience.
Understanding of the Investment Management industry, with a minimum 2yearsindustry experience
Understanding of Investment Manager Operations, particularly around processes and key deliverables
Proven ability to communicate in a clear,conciseand professional manner
Strong time management skills with the ability toprioritiseunder pressure
Good understanding of State Street operations - technical, systems,policiesand procedures - is an advantage
PCskills with an excellent understanding of Microsoft Word, Outlook, and Excel.
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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Job ID: 136766095