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About the Role

Oversee the Transfer Agency client service team, manage client relationships, and act as a point of escalation for technical issues. Ensure policies and procedures are followed, best practices are applied, and drive efficiencies and productivity. Support business growth through new client onboarding and foster a continuous learning environment.

Responsibilities

• Provide oversight of the Transfer Agency team, managing key priorities, planning teamwork, and managing team resources including recruitment.
• Manage the team effectively, including HR policies, performance, and career development.
• Build and maintain client relationships through regular meetings and forums, ensuring effective communication and client satisfaction.
• Act as the point of contact for client escalations.
• Provide final sign off on internal and client reporting, ensuring accurate fund activity recording.
• Take full ownership of daily, cash, and trade reconciliations.
• Proactively identify gaps in internal key controls and collaborate to close them.
• Promote a risk-aware culture within the team to drive a zero-error policy.
• Participate in department-wide training efforts, drafting and delivering training courses.
• Facilitate 'on the job' training for Senior Associates.

Requirements

• Good working knowledge (2+ years) of AML and relevant regulations.
• Knowledge of Transfer Agency policies and procedures.
• Knowledge of ISS (AIS’s Enterprise-wide Investor Services System).
• 4+ years of Fund Administration experience.
• 2+ years of people management experience.
• Experience managing client relationships.
• Hedge fund or Transfer Agency experience.
• Knowledge of Private Equity (P/E) funds.
• Proficient in Microsoft Office applications, particularly Excel.

Skills

• AML
• Transfer Agency policies and procedures
• ISS
• Fund Administration
• People Management
• Client Relationship Management
• Hedge Fund
• Private Equity
• Microsoft Office
• Excel

Location

• Primary location specified

Work Type

• Full-time

Experience Level

• 2+ years people management experience
• 4+ years Fund Administration experience

Education Level

• Bachelor’s degree in finance and/or Business-related area or relevant working experience

Salary/Compensations

• $51,000 - $84,000 Annual

Benefits

• Competitive and comprehensive benefits packages
• Generous medical care, insurance, and savings plans
• Flexible Work Programs
• Development programs and educational support
• Paid volunteer days
• Matching gift programs

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 helped 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.
• We offer inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks.

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.