State Street
Financial Services
AlternativeOpsTransferAgency,SeniorAssociate
“Alternative Ops Transfer Agency, Senior Associate at State Street. Skills: Transfer Agency, Client Relationship Management, Team Management, AML, Fund Administration. Oversight of the Transfer Agency client service team. Management of client relationships”
What You'll Achieve.
Ensure policies and procedures are followed; Apply best practices; Create greater efficiencies and productivity; Support business growth; Ensure all fund activity is recorded accurately and in line with agreed Policies and Procedures; Drive the zero error policy
Industry & Context.
Technical issues; Enhancements to create greater efficiencies and productivity; Identify gaps in internal key controls; Close gaps
What They're Looking For.
Must Have
2+ years of AML and regulations impacting the industry, 2+ years of experience, 4+ years Fund Administration experience, 2+ years people management experience, Experience managing client relationships, Hedge fund of Transfer Agency Experience, Proficient in Microsoft Office applications, in particular Excel
Nice to Have
Knowledge of Transfer Agency policies and procedures and the use of ISS (AIS’s Enterprise wide Investor Services System), Knowledge of Private Equity (P/E) funds
What You'll Do.
Oversight of the Transfer Agency client service team
Management of client relationships
Point of escalation for technical issues
Ensure policies and procedures are followed
Enhance efficiencies and productivity
Support business growth through onboarding of new clients
Foster a continuous learning environment
Manage 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
Act as point of contact for client escalation
Final sign off on internal (e. g. NAV)
client and investor reporting
Ensure all fund activity is recorded accurately and in line with agreed Policies and Procedures
Take full ownership on daily
cash and trade reconciliations
Proactively identify gaps in internal key controls
Work with wider TA manager/director group to close gaps
Promote a risk awareness culture within the team to drive the zero error policy
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; Draft and deliver training course
Process & Methodology
Planning teamwork, Managing team resources
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