Alternative Investment Services Bank Loans Operations, Officer
About The Position
Why this role is important to us The 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 for Account for the day-to-day management of a functional team(s) and manage daily service delivery and production activities performed by staff Primary contact and key escalation point for operational issues, provide technical expertise to resolve daily problems Act as primary contact and escalation point for operational issues Manage and escalate issues related CoE’s and other Shared Services Manage production activities of Shared Service Associate I, II and Senior Associate Coordinate the implementation of new funds, systems and processes. Assist with client conversions and other client projects Organize Shared Service internal meetings, as needed, and compiles related documentation, assisting with the coordination and development of the agenda and may attend meetings to record notes and action items Identify and implement consistent operational best practices Assist with compliance/fiduciary reviews and audits Train, develop and motivate new staff, complete performance appraisals Provide coaching and development opportunities to staff, participate in individual on-going training and development Provide technical expertise to resolve daily problems Serve on committees. Help define and implement new company initiatives During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures Other duties as assigned What we value These skills will help you succeed in this role Knowledge of securities language and legal requirements. Good interpersonal, organizational and management skills. Solid understanding of operational functions within Custody and/or Fund Accounting. Ability to provide technical expertise to resolve daily problems. Demonstrated computer proficiency and working knowledge of various software applications. Ability to develop and enhance client relationships. Education & Preferred Qualifications Equivalent to a BS degree in Finance, Business or related field. At least 5 years of related Custody and/or Fund Accounting experience, part of which must have been in a management or supervisory capacity.
Requirements
- Knowledge of securities language and legal requirements.
- Good interpersonal, organizational and management skills.
- Solid understanding of operational functions within Custody and/or Fund Accounting.
- Ability to provide technical expertise to resolve daily problems.
- Demonstrated computer proficiency and working knowledge of various software applications.
- Ability to develop and enhance client relationships.
- Equivalent to a BS degree in Finance, Business or related field.
- At least 5 years of related Custody and/or Fund Accounting experience, part of which must have been in a management or supervisory capacity.
Responsibilities
- Account for the day-to-day management of a functional team(s) and manage daily service delivery and production activities performed by staff
- Primary contact and key escalation point for operational issues, provide technical expertise to resolve daily problems
- Act as primary contact and escalation point for operational issues
- Manage and escalate issues related CoE’s and other Shared Services
- Manage production activities of Shared Service Associate I, II and Senior Associate
- Coordinate the implementation of new funds, systems and processes.
- Assist with client conversions and other client projects
- Organize Shared Service internal meetings, as needed, and compiles related documentation, assisting with the coordination and development of the agenda and may attend meetings to record notes and action items
- Identify and implement consistent operational best practices
- Assist with compliance/fiduciary reviews and audits
- Train, develop and motivate new staff, complete performance appraisals
- Provide coaching and development opportunities to staff, participate in individual on-going training and development
- Provide technical expertise to resolve daily problems
- Serve on committees.
- Help define and implement new company initiatives
- During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures
- Other duties as assigned
Benefits
- 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 https://hrportal.ehr.com/statestreet/Home.
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- vibrant employee networks
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
