State Street
Financial Services
APSMiddleOffice-TeamLeader
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“APS Middle Office - Team Leader at State Street. Skills: Middle Office Services, Client Operations Support, Investment Platform Support. Act as the primary support contact for clients using Charles River Investment Management System (CRIMS). Take ownership of issues through resolution, engaging internal teams as required to correct CRIMS and IBOR data”
What You'll Achieve.
driving successful implementations for new clients; achieve their growth ambitions; achieve group and client goals
Industry & Context.
analytical; Investigate and resolve client data issues
Flexibility in working hours when required
What They're Looking For.
Must Have
Minimum 4-8 years of experience in asset management operational
Nice to Have
Graduate or Master’s degree preferred, Knowledge of Visual basics is an added advantage, Familiarity with order management systems, ideally CRD, is beneficial but not mandatory
What You'll Do.
Act as the primary support contact for clients using Charles River Investment Management System (CRIMS)
Take ownership of issues through resolution
engaging internal teams as required to correct CRIMS and IBOR data
Ensure position and transaction data in the CRIMS aligns with State Street’s front-office platform and IBOR recordkeeping systems
third-party cash flows
Deliver daily cash projections
and stale balance reports to fund managers to support active cash-level oversight
Act as subject matter experts in the IBOR recordkeeping system and support client operations teams with complex queries
Investigate and resolve client data issues using Middle Office systems
including SQL for research
and closure of portfolios across all State Street Middle Office systems and services
Perform report analysis to ensure client requirements are met and escalate potential issues proactively
Demonstrate individual ownership and accountability in all assigned tasks
Uphold the highest standards of the State Street Code of Conduct
accurate information to support business unit decision-making
Promote and contribute to the firm’s Risk Excellence culture
Ensure strict adherence to delegation limits
escalation procedures
and internal/external regulatory requirements
How You'll Work.
Team & Collaboration
Build cooperative and professional relationships across Middle Office teams, including but not limited to Accounting, Corporate Actions, Trading, and Performance; Collaborate effectively with global delivery teams, leveraging all available resources to achieve group and client goals; Interact with clients in a service-oriented manner during implementations and business-as-usual activities
Communication Scope
Excellent communication skills with the ability to engage stakeholders across seniority levels
Process & Methodology
Participate in projects
Full Job Description
**Who we are looking for** The State Street Alpha Portfolio Services team consists of Front Office Support, Front Office Data Control, Onboarding & Operational Readiness, Portfolio Health, Cash Services, Account Services, and Service Delivery Management functions. Our teams operate across the India, UK, US, Poland, and China, and work closely with global partners across the organization. Alpha Portfolio Services is expanding to support clients on our Front-to-Back Investment Platform - **Alpha**. We offer a wide range of opportunities for motivated individuals across Front Office Support, Front Office Data Control, Portfolio Health, Cash Services, Account Services, and Service Delivery Management. These growing functions provide strong pathways for career development and progression. We are building a highly skilled team of Alpha professionals responsible for supporting day-to-day client operations and driving successful implementations for new clients. **Why this role is important to us** You will join State Street Global Delivery (SSGD), which provides asset owners and managers with the critical financial tools they need to deliver effective investment solutions. Our services span core custody, accounting, fund administration, shareholder recordkeeping, investment operations, and solutions for alternative asset classes including OTC derivatives, private equity, and real estate. SSGD’s tools and expertise empower our clients to make informed investment decisions and achieve their growth ambitions. If you are looking to make an impact in the financial services industry from day one, this role is for you. **What you will be responsible for** Successful applicants may support a combination of the following functional areas: **Front Office Data Control** * Act as the primary support contact for clients using Charles River Investment Management System (CRIMS). * Take ownership of issues through resolution, engaging internal teams as required to correct CRIMS and IBOR da
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