Analyst - Funds and Board Governance, Officer - State Street Investment Management

State Street • Boston, MA

3d

About The Position

As the Board Relationship Officer you will join a team that has governance and oversight responsibilities for SSIM’s investment products registered for distribution in the United States. Specifically, you will partner with constituents to develop and maintain a robust annual contract renewal process in support of State Street’s U.S. registered investment adviser, SSIM Funds Management, Inc. You will act as a liaison to compliance, operations, legal, portfolio management, adviser.
You will assist in collation of metrics and data to feed into various reports that support our Fund Boards and internal operating units.
You will oversee the process for the compilation and regulatory filing of SSIM Funds Management, Inc.’s proxy voting records. You will coordinate the movement of reports between service providers and quality check identifying information, ensuring the timely filing and distribution of the regulatory reports.
Additionally, you will support board reporting and product life cycle implementation projects or other group initiatives as needed.
We promise to maintain an environment where every employee feels valued and able to meet their full potential. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility.

Requirements

• Excellent oral and written interpersonal skills, ability to communicate at all levels of the organization
• You have the ability to plan and run multiple priorities and tasks with the skills to adapt and be flexible to change in priorities in delivery focused environment
• You are detail oriented
• You are willing to assume responsibility and take ownership of tasks assigned
• Strong abilities in analytical thinking, problem solving, time management and verbal and written communication
• Ability to work under pressure and to tight deadlines
• Excel, PowerPoint and Word proficient
• Undergraduate college degree required
• Strong knowledge of MS Office Suite is required
• Minimum of 6 years of experience in the financial services industry, experience with a registered investment adviser preferred
• Knowledge of Investment Company Act of 1940 and the Investment Advisers Act of 1940
• Understanding of Mutual Funds, Exchange Traded Products and their governance structures

Responsibilities

• Leading preparation of annual contract renewal process of the U.S. Adviser’s
• Collaborate with Relationship Management leads to update and harmonization contract renewal materials as needed
• Build consensus and partner with functional areas to produce comprehensive, timely and relevant reporting
• Developing and maintaining relationships with key internal and external stakeholders including other business lines and corporate functions
• Performing analysis of metrics and data collected to ensure quality of reporting
• Maintaining the highest standards of conduct and integrity within the business and ensuring compliance with industry practice, company policies, statute and regulatory requirements in all matters
• Run effective meetings with internal and external participants
• Maintain an awareness of SSIM’s key strategies and strategic initiatives.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level