Alternative Ops Transfer Agency, Senior Associate
$52k - $94.12kSTATE STREET CORPORATION
Who we are looking forThe ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment.Why this role is important to usThe team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.What you will be responsible forAs an Officer in the Transfer Agency SHS, you willManagement of day-to-day activities of a functional team by monitoring, reviewing and validating all daily activity, to ensure accuracy and adherence to controls within tight deadlinesManage monthly and quarterly client events that have strict processing and deliverable deadlines.Review and approve cash movements to our clients and their shareholders daily.Managing client Service Level Agreements as well as internal and external KPI’s while ensuring they are metCollaboration with other Transfer Agency business units as well as other departments within State StreetDeveloping and maintaining strong relationships with all internal and external stakeholdersHandling and resolving complex operational issues, as they ariseDevelopment of a team, utilizing productivity measures available, to increase efficiency/productivity, while developing action plans to address identified areas of opportunityManaging other projects or tasks, as assignedWhat we valueThese skills will help you succeed in this roleTaking Ownership and InitiativeEnsuring accuracy and quality – detail orientedStrong organizational and analytical skillsTime management skills – ability to prioritizeProviding outstanding serviceEffective CommunicationFostering Collaboration and TeamworkEducation & Preferred QualificationsBS/BA requiredMust have 3 – 5 years of mutual fund operations experienceProficient in MS OfficeAbout State StreetWhat we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Discover more at StateStreet.com/careersSalary Range:$52,000 - $94,120 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.For a full overview, visit State StreetAcross the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.Discover more information on jobs at StateStreet.com/careersRead our CEO StatementJob Application Disclosure:It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #J-18808-Ljbffr STATE STREET CORPORATION
$52k - $94.12k
...and regulatory requirements Providing regular liaison with senior management on processes, client information and transparent communication... ...experience, preferably in an Investor Services/Transfer Agency department Strong understanding of AML/FATCA/CRS legislation...SeniorTemporary workWork experience placementWork at office$52k - $94.12k
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Partners Capital in Boston is seeking a Senior Associate to join its Operational Due Diligence team. The role involves leading operational due diligence reviews, conducting meetings with investment managers, and preparing detailed reports assessing key risk areas. Ideal...Senior$155k - $190k
Associate/ Senior Associate, Molly Gibson’s Pioneering Business Unit (PBU) Cambridge, MA USA THE... ...subject‑matter expert and transfer to active company team. Stay up to date... ...unique background. Recruitment & Staffing Agencies : Flagship Pioneering and its affiliated...Senior$100k - $170k
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