Alternative Ops Transfer Agency, Associate 2 at State Street | CA | Rezi

Alternative Ops Transfer Agency, Associate 2 at State Street

Alternative Ops Transfer Agency, Associate 2

State Street · CA

1 weeks ago

Alternative Ops Transfer Agency, Associate 2

State Street · CA

12 days ago
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About the Role

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. You will strive for cutting-edge solutions that are straightforward and scalable, helping to build resilience and execute day-to-day deliverables at your best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

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.

Requirements

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

Skills

  • Financial service experience
  • Ability to manage multiple tasks in a fast-paced and dynamic environment
  • 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

Experience Level

  • 1-2 years of mutual fund operations experience

Education Level

  • BS/BA (optional)

Salary/Compensations

  • $45,000 - $67,500 Annual

Benefits

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

About the Company

  • State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world.
  • From technology to product innovation we’re making our mark on the financial services industry.
  • For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people.
  • We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
  • We make all efforts to create a great work environment.
  • Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.
  • We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
  • 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.