Us

Financial Services

AlternativeOpsTransferAgency,Officer

$70–123k Boston, Massachusetts, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Alternative Ops Transfer Agency, Officer at Us. Skills: Mutual fund operations, Client events processing, Service Level Agreements. Manage day-to-day activities of a functional team. Monitor daily activity”

What You'll Achieve.

Ensure accuracy and quality; Meet Service Level Agreements; Meet KPIs; Increase efficiency; Increase productivity

Industry & Context.

Financial Services
Problems you'll solve

Organizational skills; Analytical skills; Handling complex issues; Resolving complex issues

What They're Looking For.

Must Have

3 – 5 years of mutual fund operations experience, BSA required

Nice to Have

Financial service experience

What You'll Do.

Manage day-to-day activities of a functional team

Monitor daily activity

Review daily activity

Validate daily activity

Manage monthly client events

Manage quarterly client events

Review cash movements

Approve cash movements

Manage client Service Level Agreements

Collaborate with other Transfer Agency business units

Collaborate with other departments

Develop relationships with internal stakeholders

Develop relationships with external stakeholders

Handle complex operational issues

Resolve complex operational issues

Increase productivity

Address identified areas of opportunity

Manage other projects

Manage assigned tasks

How You'll Work.

Team & Collaboration

Cross-functional teams; Internal stakeholders; External stakeholders

Communication Scope

Effective Communication

Full Job Description

**Who we are looking for** The ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment. **Why this role is important to us** The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. **What you will be responsible for** As an Officer in the Transfer Agency SHS, you will * Management of day-to-day activities of a functional team by monitoring, reviewing and validating all daily activity, to ensure accuracy and adherence to controls within tight deadlines * Manage monthly and quarterly client events that have strict processing and deliverable deadlines. * Review and approve cash movements to our clients and their shareholders daily. * Managing client Service Level Agreements as well as internal and external KPI’s while ensuring they are met * Collaboration with other Transfer Agency business units as well as other departments within State Street * Developing and maintaining strong relationships with all internal and external stakeholders * Handling and resolving complex operational issues, as they arise * Development of a team, utilizing productivity measures available, to increase efficiency/productivity, while developing action plans to address identified areas of opportunity * Managing other projects or tasks, as assigned **What we value** These skills will help you succeed in this role * Taking Ownership and Initiative *

Free ATS check

Applying for this Alternative Ops Transfer Agency, Officer role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about Us?

Real rants from real employees. Read before you apply.

Read Company Rants →