State Street
Financial Services
FinancialReporting-AssistantManager
Neural analysis suggests this role is
optimal for Manager candidates.
“Financial Reporting- Assistant Manager at State Street. Skills: Financial reporting, Data transformation, Process automation. Collaborate with cross-functional teams to support data transformation. Understand daily operation tasks”
Industry & Context.
Troubleshoot; Root cause analysis
What They're Looking For.
Must Have
Bachelor's degree in related field or equivalent work experience, Business process operation skills, Demonstrated interest and ability to learn and apply technical skills, Knowledge of capital markets and financial/regulatory reporting, Excellent communication and teamwork skills, Problem-solving mindset
Nice to Have
CFA charterholder preferred, CPA preferred, FRM preferred, Series 7/63/65 preferred, CAIA preferred, CFP preferred, ACCA preferred, ACA preferred
What You'll Do.
Collaborate with cross-functional teams to support data transformation
Understand daily operation tasks
Run routines independently
Analyze and respond to inquiries from global teams
Troubleshoot and determine root cause of report breaks
Provide support for system/application failures
Ensure compliance with capital market and financial/regulatory reporting
Stay updated on industry trends and best practices
Complete business requirement analysis
Develop requirements with business team
Streamline and optimize workflows
Learn new skills through training or on-job practice
Design solution based on requirements
How You'll Work.
Team & Collaboration
Cross-functional teams; Global teams
Communication Scope
Effective communication
Full Job Description
## ### Position Title: TSR Operation Support – Senior Associate/EL/TL/AM ### We are looking for ### State Street is seeking dynamic individuals to join our team as we expand our business function with the introduction of Tailored Shareholder Reports (TSR). We are looking for individuals who possess a unique blend of business process operation skills, a passion for data transformation, and a strong interest in technical skills, automation, and reengineering. If you are enthusiastic about financial/regulatory reporting, we want you to be a part of our growing team. ### ### Key Responsibilities * ### Collaborate with cross-functional teams to support data transformation for the Tailored Shareholder Report (TSR) function. * ### Quickly understand the daily operation tasks and being able to run routines independently. Able to analyze and respond to inquiries from global teams regarding data accuracy, transaction/holding reconciliation discrepancy, and provide support to troubleshoot and determine the root cause of report breaks, system/application (i.e., ESP) failures. * ### Ensure compliance with capital market and financial/regulatory reporting requirements. * ### Stay updated on industry trends and best practices to continually enhance processes. * ### Complete business requirement analysis and develop requirement with business team to identify the scope of work. * ### Use your business process operation skills to streamline and optimize workflows. * ### Learn new skills through training or on-job practice to efficiently design solution based on the requirements in designated technologies, such as Alteryx. ### Product You will Support – Tailored Shareholder Reports ### Tailored Shareholder Report (TSR) rule, which was originally proposed in 2020, was approved by the United States Securities and Exchange Commission (SEC) on October 26, 2022. The rule contains amendments to the requirements for annual and semi-annual reports provided by mutual funds and exchange-traded
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