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About the Role
The Front Office Support team ensures accurate end-to-end oversight of Information Delivery to clients. This role involves maintaining the Investment Book of Records (IBOR) and ensuring client portfolios are correctly reflected across State Street platforms. You will act as a liaison between Portfolio Managers and internal teams to resolve issues and maintain a high level of service.
Responsibilities
- Liaise directly with the Front Office and support Portfolio Managers on all queries
- Coordinate with internal and external parties (brokers, custodians, SSC teams)
- Oversee the timeliness, accuracy and functionality of underlying support teams, and work towards resolution from a subject matter expert point of view
- Review control reports (reconciliations, material breaks, etc.) to maintain portfolio health
- Complete the month-end cycle, including full portfolio reconciliations, performance calculations, and client reporting
- Managing relationships with all interested parties
- Coordinate, handle and resolve issues involving all operational and various IT areas (e.g. Asset servicing, Trade Operations, Client Reporting)
- Work independently to research and resolve problems considering multiple avenues for resolution
- Communicate effectively on issues / problems and ensure resolution
- Provide guidance, support, act as a resource and assist team members from multiple operational areas
Requirements
- Proven track record of meeting service level expectations
- High attention to detail and accuracy
- Interest to learn and get involved
Skills
- Strong understanding of financial services
- Strong understanding of financial products
- Proficiency with Microsoft Office (intermediate Excel)
- Working knowledge of SQL
Location
- Global
Work Type
- Full-time
Experience Level
- Senior Associate
- 3+ years of industry experience
- Minimum 12 months of Portfolio Administration/IBOR experience
Education Level
- Bachelor's degree or equivalent experience
- Interest in completing/enrolling in the CFA Program
Benefits
- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Vibrant employee networks
About the Company
- Across the globe, institutional investors rely on State Street to help them manage risk, respond to challenges, and drive performance and profitability.
- State Street is committed to fostering an environment where every employee feels valued and empowered to reach their full potential.
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.