Transfer Agency Associate 2

State Street•Quincy, MA

20h•$41,600 - $66,560•Onsite

About The Position

The Transfer Agency Private Markets Team is looking for an Associate II to join their group. This role is important to the organization's success by helping institutional investors manage risk, respond to challenges, and drive performance and profitability. The ideal candidate will strive for cutting-edge, straightforward, and scalable solutions, helping to build resilience and execute day-to-day deliverables. This is an opportunity to make a mark in the financial services industry from day one.

Requirements

1 – 2 years of mutual fund operations experience
Proficient in MS Office 365 (Excel, PowerPoint, PowerBI, etc.)

Nice To Haves

BS/BA (optional)
Taking Ownership and Initiative
Ensuring accuracy and quality – detail oriented
Strong organizational and analytical skills
Time management skills – ability to prioritize
Providing outstanding service
Effective Communication
Fostering Collaboration and Teamwork

Responsibilities

Responsible for day to day operations of groups by managing workflows.
Develop and maintain strong client relationships.
Collaborate with other TA business units as well as other departments within State Street.
Responsible for managing client Service Level Agreements and ensuring they are met.
Responsible for managing internal and external KPI’s and ensuring they are met.
Work on other projects or tasks as assigned.

Benefits

competitive and comprehensive benefits packages
generous medical care
insurance
savings plans
flexible Work Programs
development programs
educational support
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
Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards
paid volunteer days
matching gift programs