Global Delivery Transaction Management, Officer

State Street•Berwyn, PA

14d

About The Position

To support the end-to-end lifecycle of Transaction Management, including the capture, validation, confirmation, and settlement of transactions instructed by the primary investment manager and any sub-advisors. This role supports the process from the receipt of executed transaction instructions from the investment manager via standard message formats through to successful settlement. The Officer is responsible for the accurate and timely execution of daily Transaction Management activities, ensuring adherence to established procedures, controls, and service standards. The role includes monitoring processing activities, escalating issues as appropriate, and supporting consistency in service delivery to clients while ensuring compliance with internal policies and operational guidelines.

Requirements

Managing the Business : Demonstrates an understanding of operational priorities and the ability to identify opportunities for process improvement and value creation.
Analytical Thinking : Ability to analyze information, identify root causes, and clearly articulate recommendations and decisions.
Decision-Making : Exercises sound judgment within defined authority levels and escalates appropriately.
Initiative : Proactive, well-organized, and able to manage multiple priorities effectively.
Technical Ability : Applies strong technical knowledge of Transaction Management processes and systems.
Communication : Communicates clearly and effectively with peers, management, and partners across the organization.
Teamwork : Works collaboratively and contributes positively to team performance; supports knowledge sharing and development of others.
Organization & Administration : Demonstrates strong planning, organization, and attention to detail.
Bachelor’s degree or equivalent experience in Finance, Accounting, Business, or a related field.
Experience in Transaction Management or a related Middle Office / Operations function within financial services.
Demonstrated ability to support operational teams, manage priorities, and contribute to continuous improvement initiatives.
Knowledge of financial instruments including Equity, Fixed Income, Foreign Exchange, Exchange Traded Derivatives, and Liquidity products.
Working knowledge of securities markets, operational workflows, and regulatory considerations.
Strong communication, analytical, and organizational skills.
Flexibility: Adapts effectively to change and shifting priorities.
Independence: Self-motivated with the ability to work with minimal supervision.
Resilience: Performs effectively under pressure and within time-sensitive environments.
Professional Judgment: Communicates assertively and constructively with appropriate awareness of audience and context.
Integrity: Demonstrates professionalism, accountability, and ethical behavior at all times

Responsibilities

Support the day-to-day execution of Transaction Management activities, ensuring accuracy, timeliness, and adherence to established policies, procedures, and controls.
Provide guidance, coaching, and on-the-job training to team members to support consistent processing and service delivery.
Assist management with performance feedback, development discussions, and talent initiatives, including participation in interview and onboarding processes as requested.
Monitor daily processing activities and escalate issues, risks, or exceptions to management in a timely manner to ensure client service standards are met.
Act as an operational subject matter expert for assigned clients, projects, or initiatives impacting Transaction Management.
Participate in client discussions, operational forums, and internal working groups to represent Transaction Management perspectives.
Identify opportunities for workflow improvements and support the implementation of process enhancements and technical solutions to improve efficiency, quality, and risk outcomes.
Maintain awareness of regulatory requirements and internal control standards applicable to the function, and support updates to procedures and practices as needed.
Support the maintenance of a strong control environment, including adherence to risk management, audit, and compliance expectations.
Collaborate with internal partners across Operations, Technology, Risk, and Client Service to resolve issues and support business objectives.
Drive execution of assigned projects, initiatives, and deliverables aligned to departmental and divisional goals.
Build and maintain effective working relationships with key stakeholders and partner teams to ensure service expectations are understood and met.

Benefits

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)
eligibility for certain tax advantaged savings plans
inclusive development opportunities
flexible work-life support
paid volunteer days
vibrant employee networks