State Street
MiddleOfficeOperations,AssistantVicePresident
“Middle Office Operations, Assistant Vice President at State Street. Skills: Operational oversight, Process improvement, Client relationship management. Oversee daily account reviews. Confirm portfolio health”
What You'll Achieve.
Ensure portfolio readiness; Ensure data accuracy; Ensure adherence to controls; Achieve high quality outcomes; Reinforce control discipline; Identify potential control gaps; Ensure procedures executed consistently; Drive efficiency; Drive scalability
Industry & Context.
Research complex issues; Drive solutions to completion; Consider multiple avenues; Identify exceptions; Perform analysis; Drive issues to resolution; Investigate discrepancies; Resolve issues; Independent problem solving
Four days per week in office
What They're Looking For.
Must Have
Minimum 5–7 years relevant experience, Bachelor's degree Accounting or Finance preferred
Nice to Have
Knowledge of securities processing, Knowledge of investment lifecycle terminology, Interpersonal skills, Organizational skills, Attention to detail skills, Written communication skills, Verbal communication skills
What You'll Do.
Oversee daily account reviews
Confirm portfolio health
Monitor client accounts for issues
Perform pre cycle reviews
Perform post cycle reviews
Independently identify exceptions
Perform thorough analysis
Drive issues to resolution
Manage and guide a team
Provide oversight of daily deliverables
Strengthen client relationships
Strengthen service quality
Analyze operational solutions
Design operational solutions
Implement operational solutions
Ensure established controls are executed
Ensure established controls are monitored
Ensure established controls are adhered to
Act as primary point of contact
Track client inquiries
Respond to client inquiries
Resolve client inquiries
Perform recordkeeping system functions
Oversee recordkeeping system functions
Investigate discrepancies
Ensure discrepancy resolution
Identify recurring issues
Identify opportunities to enhance controls
Identify opportunities to improve processes
Manage work within procedures
Exercise sound judgment
Take end to end ownership
Engage appropriate teams
Communicate status to stakeholders
Communicate outcomes to stakeholders
Leverage automation tools
Streamline operational tasks
Support business objectives
Escalate complex issues
Escalate policy-related issues
Partner with leadership
How You'll Work.
Team & Collaboration
Build relationships across organization; Work with leadership
Communication Scope
Communicate clearly; Communicate confidently; Communicate professionally; Present findings; Present risks; Present recommendations; Synthesize findings; Organize summaries; Explain issues; Explain risks; Explain resolutions
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