Transfer Agency Centralized Alternatives, Senior Associate at State Street | Toronto | Rezi

Transfer Agency Centralized Alternatives, Senior Associate at State Street

Transfer Agency Centralized Alternatives, Senior Associate

State Street · Toronto

3 weeks ago

Transfer Agency Centralized Alternatives, Senior Associate

State Street · Toronto

21 days ago
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About the Role

As an Senior Associate in the Transfer Agency Alternatives Team, you will serve as the operational lead for Alternative clients, managing day-to-day operations, developing client relationships, and ensuring service level agreements and KPIs are met. You will collaborate with other business units and departments, work on projects as assigned, and strive for straightforward, scalable, cutting-edge solutions to help build resilience and execute deliverables.

Responsibilities

  • Serve as operational lead for Alternative clients.
  • 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.

Requirements

  • Must have 2 – 3 years of mutual fund operations experience.
  • Proficient in MS Office.

Skills

  • Financial service experience
  • Ability to manage multiple tasks in a fast-paced and dynamic environment
  • Supervise with operational focus in area of functional expertise
  • Manage the activities of individual contributors or supervisors in a section or department with accountability for results in terms of costs, strategies and employees.
  • 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

Location

  • Primary location specified

Work Type

  • Full-time

Experience Level

  • Senior Associate

Education Level

  • BS/BA required

Salary/Compensations

  • $52,000 - $84,760 Annual

Benefits

  • Competitive and comprehensive benefits packages
  • Generous medical care, insurance and savings plans
  • Flexible Work Program
  • Wealth of development programs and educational support
  • Paid volunteer days
  • Matching gift program
  • Access to employee networks
  • Inclusive development opportunities
  • Flexible work-life support

About the Company

  • State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world.
  • We are making our mark on the financial services industry through technology and product innovation.
  • For over two centuries, we have been helping clients safeguard and steward investments.
  • We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
  • We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.

Equal Opportunity

  • State Street is an equal opportunity and affirmative action employer.
  • As an Equal Opportunity Employer, we consider all qualified applicants for all positions 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, and other characteristics protected by applicable law.