State Street
Financial Services
AlternativeOpsTransferAgency,SeniorAssociate
Neural analysis suggests this role is
optimal for Senior candidates.
“Alternative Ops Transfer Agency, Senior Associate at State Street. Skills: Transfer Agency, Operations Management. Manage day-to-day activities of a functional team. Monitor daily activity”
What You'll Achieve.
Ensure accuracy and adherence to controls; Ensure KPIs are met; Increase efficiency/productivity
Industry & Context.
Resolve operational issues
What They're Looking For.
Must Have
3-5 years mutual fund operations experience, BSA required
Nice to Have
Proficient in MS Office
What You'll Do.
Manage day-to-day activities of a functional team
Monitor daily activity
Review daily activity
Validate daily activity
Ensure accuracy and adherence to controls
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
Handle complex operational issues
Resolve complex operational issues
Utilize productivity measures
Increase productivity
Manage other projects
How You'll Work.
Team & Collaboration
Other Transfer Agency business units; Other departments within State Street; Internal stakeholders; External stakeholders
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 *
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