State Street
Financial Services
MiddleOfficeOperations,SeniorAssociate
Neural analysis suggests this role is
optimal for Senior candidates.
“Middle Office Operations, Senior Associate at State Street. Skills: Operations, Client service, Process improvement. Oversee accounting activities. Oversee lifecycle activities”
What You'll Achieve.
Ensure accuracy client data; Ensure accuracy transaction data; Deliver exceptional client service; Enhance how State Street serves clients
Industry & Context.
Problem-solve independently
Work in office 4 days/week
What They're Looking For.
Must Have
2–4+ years relevant professional experience, Bachelor's degree Business-related major, Accounting, or Finance
Nice to Have
VBA experience is a plus, SQL experience is a plus, Python experience is a plus
What You'll Do.
Oversee accounting activities
Oversee lifecycle activities
Oversee trade-related activities
Resolve complex operational issues
Resolve client-related issues
Maintain accurate client trading platforms
Maintain accurate internal records
Follow up in a timely manner
Communicate proactively
Serve as operational partner
Research client inquiries
Analyze client inquiries
Respond to client inquiries
Resolve client inquiries
Manage actions across client types
Resolve actions across client types
Perform processing tasks
Perform control-related tasks
Support daily processing routines
Support regulatory standards
Prepare client reporting
Complete client reporting
Review client reporting
Validate client reporting
Apply application knowledge
Identify solutions to improve processing
Create solutions to improve processing
How You'll Work.
Team & Collaboration
Internal partners; External stakeholders; State Street teams
Communication Scope
Verbal communication; Written communication; Interpersonal communication
Full Job Description
**Who we are looking for** In this role, you will work with State Street teams across the globe to support premier investment management clients. You will have immediate responsibility for overseeing day-to-day accounting, lifecycle and trade-related activities in a fast-paced, highly collaborative environment. This role requires strong client focus, operational discipline, and the ability to work independently while managing competing priorities. **Why this role is important to us** You will serve as a first line of defense in identifying and escalating potentially risky activity while ensuring accuracy across client and transaction data. Working closely with internal partners and external stakeholders, you will contribute to a high-visibility team focused on delivering exceptional client service and implementing innovative, efficient solutions that enhance how State Street serves its clients. **What you will be responsible for** **As a Senior Associate, you will:** • Act as a resource within the assigned business unit to resolve complex operational and client-related issues involving clients, counterparties, custodians, brokers, and internal teams. • Maintain comprehensive and accurate information across client trading platforms, and internal records. • Deliver high-quality service through timely follow-up, proactive communication, and serving as a trusted operational partner to internal and external stakeholders. • Research, analyze, and respond efficiently to internal and external client inquiries, ensuring timely and effective resolution. • Support the Operations team by managing and resolving actions across all client types using approved systems and custodian platforms. • Perform processing and control-related tasks as required to support daily processing routines and regulatory standards. • Prepare, complete, review, and validate standard and ad hoc client reporting to ensure accuracy and consistency. • Apply data analytics and application knowledge to ident
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