State Street
Financial Services
AlternativeOpsTransferAgency,SeniorAssociate
“Alternative Ops Transfer Agency, Senior Associate at State Street. Skills: Transfer Agency Operations, Team Leadership, Client Relationship Management, Regulatory Compliance (AML). Oversight of the Transfer Agency client service team. Management of client relationships”
What You'll Achieve.
Ensure that policies and procedures are followed and that best practices are applied; Create greater efficiencies and productivity within the team; Support business growth through onboarding of new clients; Drive the zero-error policy
Industry & Context.
Act as a point of escalation for the team on any technical issues; Continuously look for enhancements to create greater efficiencies and productivity; Proactively identify gaps in internal key controls
What They're Looking For.
Must Have
4+ years Fund Administration experience, 2+ years people management experience, Experience managing client relationships, Good working knowledge (2+ years) of AML and regulations impacting the industry, Knowledge of Transfer Agency policies and procedures, Proficient in Microsoft Office applications, in particular Excel
Nice to Have
Hedge fund of Transfer Agency Experience, Knowledge of Private Equity (P/E) funds, Bachelor's degree in finance and/or Business-related area or relevant working experience (2+ years of experience)
What You'll Do.
Oversight of the Transfer Agency client service team
Management of client relationships
Acting as a point of escalation for the team on any technical issues
Ensuring policies and procedures are followed and best practices are applied
Identifying enhancements for greater efficiencies and productivity
Supporting business growth through onboarding of new clients
Fostering a continuous learning environment
Managing key priorities on a daily basis
Managing team resources including recruitment of new staff
Effective management of the team and all associated HR Policies
Performance and career developments
Building and maintaining client relationships through regular meetings
Ensuring effective communication and client satisfaction
Acting as point of contact for client escalation
Final sign off on internal (e. g. NAV)
client and investor reporting
Taking full ownership on daily
cash and trade reconciliations
Proactively identify gaps in internal key controls
Promoting a risk awareness culture within the team
Participate in department wide training efforts
Draft and deliver training course
Facilitate ‘on the job’ training for Senior Associates
How You'll Work.
Team & Collaboration
Oversight of the Transfer Agency client service team; Work with wider TA manager/director group to close gaps; Participate in department wide training efforts; Facilitate ‘on the job’ training for Senior Associates
Communication Scope
Effective communication and client satisfaction; Draft and deliver training course
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