Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Manage the Portfolio Services team for assigned clients.
Oversee service delivery and client sentiment.
Manage new client onboarding processes.
Develop strong risk management and controlled environments.
Conduct high-level analysis to identify and resolve operational issues.
Streamline operations and implement process improvements.
Liaise with global colleagues for client issue resolution.
Act as the primary point of contact for Investment Book of Records and Start of Day readiness queries.
Ensure timely response and resolution to client queries.
Perform daily checks on file deliverables and investigate discrepancies.
Monitor Shared Services functions to identify operational trends and improvement areas.
Manage Client Change Request items impacting enterprise processes and operating models.
Communicate effectively with clients and management regarding issues and follow-ups.
Provide guidance and support to team members.
Complete ad-hoc tasks as assigned by management.

Extensive asset management experience including investment operations, fund accounting, and portfolio valuation.
Broad understanding of the asset management industry across various disciplines.
Portfolio Valuations reconciliations and investigations experience.
8-10 years of relevant industry experience.
Proven experience in client communication and interaction at all levels.
In-depth understanding of Middle Office operations, specifically Trade Management Operations.
Knowledge of Equity, FI, FX, and ETD products.
Understanding of key technology supporting investment management operations.
Understanding of change management principles, techniques, and tools.
Strong English written and spoken ability.

State Street helps institutional investors manage risk, respond to challenges, and drive performance and profitability.
Committed to fostering an environment where employees feel valued and empowered.

State Street is an Equal Opportunity Employer and considers all qualified applicants without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, or other protected characteristics.

Middle Office, VP at State Street

Middle Office, VP