State Steet Investment Management - Transition Management Oversight, Assistant Vice President

Overview The Strategic Partner Oversight (SPO) team within the Chief Operating Officer division of State Street Investment Management (IM) is a group of experienced professionals responsible for overseeing critical outsourced services that support our investment process. We are seeking an Assistant Vice President to focus on oversight of investment services that support the Transition Management team within the Chief Investment Officer division – monitoring and governing transition management services delivered by our middle‑office provider. Responsibilities Provide governance and oversight for all services supporting the transition management investment function, establishing clear processes, controls, and review frameworks that ensure compliance with internal policies and regulatory requirements. Develop and maintain service governance structure, SLAs, and perform regular service reviews focused on outsourced services. Act as the escalation point between IM investment teams (Portfolio Managers, Traders, Client Service) and the Middle Office provider to rapidly resolve any issues. Review key performance indicators (KPIs) and risk metrics (KRIs) for services supporting transition management activities. Analyze service reports and operational data to identify trends, control gaps, or service issues, raising improvement initiatives and ensuring provider accountability to high performance standards. Lead regular governance meetings (e.g., monthly service reviews) with the service provider, relevant internal stakeholders, and the Middle Office provider client‑service teams to track outstanding issues and drive continuous service improvements. Manage risk and escalation processes, document and track service issues, enforce timely escalation and resolution by the provider, and implement controls to mitigate future occurrences. Provide clear, proactive communication to senior management about any material issues or risks arising during transition events. Facilitate change and service enhancements by partnering with internal teams (e.g., Investment Operations, Portfolio Management, Compliance, Technology) and the external provider to refine transition processes, implement new regulatory or business requirements, and optimize the end‑to‑end operating model for transitions. Qualifications Analytical mindset and risk‑control focus – strong problem‑solving skills, keen attention to detail, and a proactive approach to risk management and process improvement. Effective communication and influence – excellent verbal and written skills; ability to collaborate and convey complex information clearly to stakeholders at all levels. Organized and adaptable – demonstrated ability to manage multiple priorities and deliver results under time‑sensitive conditions. Flexibility to adapt in a dynamic environment, especially during high‑pressure transition events. Teamwork and leadership – confident working independently and as part of a broader team; skill in leading cross‑functional efforts and engaging diverse teams. Investment operations expertise – strong understanding of the end‑to‑end investment lifecycle and middle‑office processes across multiple asset classes. Accountability and ownership – a hands‑on, responsible approach to oversight, taking initiative to own tasks and follow through on issue resolution and service improvements. Bachelor’s degree in Finance, Business, or a related analytical discipline (advanced degree or professional qualification such as CFA/FRM is a plus). At least seven years of relevant industry experience in investment operations, transition management, middle‑office oversight, or similar roles within asset management or financial services. Familiarity with outsourced service models and governance is highly beneficial. Technical skills: proficiency with MS Office (Excel, Word, PowerPoint, Co‑Pilot); exposure to investment operations systems or data/reporting tools. Experience with specialized transition management analytics or project management is a plus. Knowledge of financial markets and understanding of portfolio transition strategies. Project management experience or certification is an advantage. Benefits Salary Range: $70,000 – $130,000 per year (range varies by primary location). Comprehensive benefits program including a retirement savings plan (401(k) with company match); health, dental, vision, and long‑term disability insurance; paid time off (vacation, sick leave, short‑term disability, and family care); Employee Assistance Program; incentive compensation with eligibility for annual performance‑based awards. Other optional coverage and tax‑advantaged savings plans available. Equal Opportunity Statement State Street is 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. #J-18808-Ljbffr