Alternative Investment Services, Senior Associate

State Street • Sacramento, CA

4d

About The Position

The Senior Associate will support the data collection, data validation, and performance reporting processes of the Alternative Investment Administration Services team within State Street’s Alternative Investment Solutions group. The team member will also assist with new client conversions, systems conversions, and special projects.

Requirements

• BA/BS in finance, accounting, or a related discipline is required
• 3-5 years of related experience required
• Strong organizational, interpersonal and service-oriented skills required
• Strong written and verbal communication skills
• Ability to work in a team-based environment
• Ability to work in various wed-based applications, MS Excel, and MS Access
• Strong analytical skills, detail oriented, work independently and collaboratively
• Strong verbal and written communications skills and have the ability to handle multiple priorities

Nice To Haves

• Private Equity/Alternative Investments exposure is a plus

Responsibilities

• Preparation of scheduled and ad-hoc investment performance and underlying investment exposure reporting for review by Officers
• Perform ongoing quality control checks for review by and Officers to ensure data integrity
• Work closely with our data collection team to research and resolve issues in a timely manner
• Work with our clients’ investment managers to collect outstanding financial information
• Provide assistance to management on new client conversions, systems conversions, and special projects as needed

Benefits

• 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
• eligibility for certain tax advantaged savings plans
• paid volunteer days

What This Job Offers

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