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About the Role

The Officer executes Shareholder Services and Client Trading activities across APAC, ensuring operational accuracy, timeliness, and compliance. Serving as a subject matter expert, the role collaborates with global teams to support business growth, client service excellence, and operational effectiveness.

Responsibilities

• Process shareholder activity and client trading transactions within deadlines and service standards.
• Ensure transactions are completed accurately according to documented procedures and controls.
• Provide Portfolio Management with accurate, timely data on daily subscription and redemption activity.
• Monitor transaction flows and resolve exceptions, discrepancies, and breaks.
• Maintain high standards of productivity, quality, and client service.
• Support APAC business activities across multiple markets and products.
• Support automation, digitization, and AI-enabled initiatives to improve efficiency.
• Serve as a subject matter expert for designated processes.
• Provide guidance and support to junior team members.
• Act as an escalation point for operational issues and complex transactions.
• Maintain knowledge of SHS products, policies, procedures, and systems.
• Identify and escalate operational risks and issues.
• Ensure compliance with policies, controls, and regulatory requirements.
• Support error investigations, root cause analysis, and remediation.
• Proactively identify opportunities to strengthen controls and reduce risk.
• Participate in process improvement, transformation, and automation initiatives.
• Support system testing, UAT activities, and implementation of new processes.
• Identify opportunities to increase efficiency and eliminate manual activities.
• Contribute ideas to enhance the operating environment and client experience.
• Maintain and update procedures and operating documentation.
• Participate in cross-training to improve team flexibility and resiliency.
• Share knowledge and best practices across APAC and global teams.
• Support business continuity and operational resilience objectives.
• Collaborate with colleagues across APAC, North America, and EMEA.
• Participate in global projects and working groups.
• Build productive relationships with internal stakeholders and business partners.

Requirements

• Bachelor's degree or equivalent industry experience.
• 5-10 years of experience in investment operations, transfer agency, shareholder services, client trading, fund administration, or related functions.
• Strong technology aptitude and willingness to learn emerging technologies.
• Strong analytical and problem-solving capabilities.
• Experience with operational transformation, testing, or automation initiatives.
• Working knowledge of AI, Generative AI, RPA, Power BI, Tableau, Alteryx, Power Automate, or similar technologies.
• Strong understanding of operational controls and risk management principles.
• Excellent analytical and problem-solving skills.
• Strong communication and stakeholder management skills.
• Ability to work effectively in a global and fast-paced environment.
• Experience supporting mutual funds and ETFs.
• Knowledge of APAC markets and regulatory environment.
• Experience working with complex operational systems and data analysis tools.
• Advanced Excel and data analysis skills.

Skills

• Investment operations
• Transfer agency
• Shareholder services
• Client trading
• Fund administration
• Operational transformation
• Automation
• AI
• Generative AI
• RPA
• Power BI
• Tableau
• Alteryx
• Power Automate
• Operational controls
• Risk management
• Data analysis
• Advanced Excel
• Stakeholder management

Experience Level

• 5-10 years

Education Level

• Bachelor's degree or equivalent

Benefits

• Inclusive development opportunities
• Flexible work-life support
• Paid volunteer days
• Vibrant employee networks

About the Company

• State Street provides services to institutional investors to help manage risk, respond to challenges, and drive performance and profitability.

Equal Opportunity

• 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.