State Street
MiddleOfficeOperations,AssistantVicePresident
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“Middle Office Operations, Assistant Vice President at State Street. Skills: Middle office operations, Client relationship management, Operational risk. Oversee daily account reviews. Monitor client accounts for issues”
What You'll Achieve.
Ensure portfolio readiness; Ensure data accuracy; Ensure adherence to controls; Achieve high quality client outcomes; Reinforce control discipline; Identify potential control gaps; Ensure procedures are executed consistently; Drive efficiency; Drive scalability
Industry & Context.
Independent problem solving; Root cause analysis; Troubleshooting
Four days per week in office
What They're Looking For.
Must Have
5–7 years relevant experience, Bachelor's degree Accounting or Finance preferred
Nice to Have
Knowledge of securities processing, Knowledge of investment lifecycle terminology
What You'll Do.
Oversee daily account reviews
Monitor client accounts for issues
Perform pre and post cycle reviews
Perform thorough analysis
Drive issues to resolution
Adjust priorities as business needs change
Manage and guide a team
Provide oversight of daily deliverables
Strengthen client relationships
Strengthen service quality
Analyze operational solutions
Design operational solutions
Implement client-specific solutions
Ensure established controls are executed
Ensure established controls are monitored
Ensure established controls are adhered to
Act as primary point of contact for client
Ensure proactive tracking
Ensure timely response
Ensure effective resolution
Perform key recordkeeping system functions
Perform daily checks on client deliverables
Investigate discrepancies
Ensure resolution within established timelines
Identify recurring issues
Identify opportunities to enhance controls
Identify opportunities to improve processes
Manage work within established procedures
Exercise sound judgment on complex matters
Take end to end ownership of issues
Engage appropriate teams
Communicate status and outcomes to stakeholders
Leverage AI and automation tools
Streamline operational tasks
Support business objectives
Escalate complex issues
Escalate policy-related issues
Partner with leadership for clarification
Partner with leadership for exception handling
How You'll Work.
Team & Collaboration
Cross-functional coordination; Build and manage relationships
Communication Scope
Present findings; Present risks; Present recommendations; Communicate status; Communicate outcomes; Explain issues; Explain risks; Explain resolutions
Full Job Description
**Who we are looking for** As a Portfolio Services Assistant Vice President (AVP), you will be responsible for overseeing daily account reviews to confirm the health of portfolios supporting trading, reporting, and performance activities. Under the direction of the Vice President, you will monitor assigned client accounts for issues related to cash, settlements, ad hoc processing, data integrity, and client reporting, including performing pre and post cycle reviews. This role requires a highly self directed professional able to navigate complex and evolving situations, independently identify exceptions, perform thorough analysis, and drive issues to resolution while adjusting priorities as business needs change. Successful candidates will be decisive, results oriented individuals with a proven track record, sound judgment, and the ability to build and manage strong relationships across the organization through trust, collaboration, adaptability, and subject matter expertise. **Why this role is important to us** The team you will join is part of a global, cross divisional Middle Office organization responsible for supporting critical portfolio, recordkeeping, and client reporting functions for a client at State Street. In this role, you will serve as a key point of control and escalation, helping ensure portfolio readiness, data accuracy, adherence to established controls, and high quality client outcomes in an increasingly complex operating environment. This position plays a critical role in safeguarding against operational risk by reinforcing control discipline, identifying potential control gaps, and ensuring procedures are executed consistently. At the same time, the role supports continuous improvement by driving efficiency, scalability, and thoughtful use of automation and process enhancements across Middle Office operations **What you will be responsible for** **As a Portfolio Services AVP, you will:** • Manage and guide a team supporting multiple clients, pro
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