Client Implementation Associate, AVP - State Street Investment Management
About The Position
As the Client Implementation Associate, you will: Drive strategy for managing client onboarding, change, and termination events. Champion the maintenance, governance, and usage of internally generated reference data. Identify and develop requirements for automation opportunities across the organization. Lead the planning, coordination and execution of client and product events at State Street Investment Management (SS IM ) across multiple global regions including: Client fundings for separate accounts and commingled funds Client mandate changes Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products Client and Fund liquidations and terminations In-kind contributions and withdrawals Custodian and Recordkeeper changes Contractual review including comments and approvals Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes This includes the evaluation of the complexity, fund structures, special requirements , and risks associated with each event Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed Make adjustments to plan and execution, depending on external needs and internal business policies and standards Participate in or lead projects aimed at continually improving the firm’s overall business processes Own, along with the Investment team, the process of implementing a client event from an investment perspective
Requirements
- Minimum 10 years’ experience in the investment management field with specific focus on investment operations and investment experience
- Deep understanding of complex investment issues, processes and vehicles and how these relate to client events
- Strong desire to continuously improve industry and investment knowledge
- Strong project management skills
- Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints
- Ability to build and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and optimally interact with all levels of an organization
- Ability to take a leadership role in the decision-making process and bringing parties to a consensus
- Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives
- Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives
- Consistent track record of successfully leading client events
- Excellent written & verbal communications and presentation skills
- Great teammate with a positive attitude
- Bachelor’s Degree
Nice To Haves
- CFA/MBA or equivalent experience preferred
Responsibilities
- Drive strategy for managing client onboarding, change, and termination events.
- Champion the maintenance, governance, and usage of internally generated reference data.
- Identify and develop requirements for automation opportunities across the organization.
- Lead the planning, coordination and execution of client and product events at State Street Investment Management (SS IM ) across multiple global regions including: Client fundings for separate accounts and commingled funds Client mandate changes Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products Client and Fund liquidations and terminations In-kind contributions and withdrawals Custodian and Recordkeeper changes Contractual review including comments and approvals
- Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes This includes the evaluation of the complexity, fund structures, special requirements , and risks associated with each event
- Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed
- Make adjustments to plan and execution, depending on external needs and internal business policies and standards
- Participate in or lead projects aimed at continually improving the firm’s overall business processes
- Own, along with the Investment team, the process of implementing a client event from an investment perspective
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
