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

Transfer Agency Centralized Alternatives, Senior Associate at State Street

Transfer Agency Centralized Alternatives, Senior Associate

State Street · CA

4 weeks ago

Transfer Agency Centralized Alternatives, Senior Associate

State Street · CA

a month ago
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About the Role

The Senior Associate in the Transfer Agency Alternatives Team will serve as an operational lead, managing day-to-day operations, client relationships, and Service Level Agreements. This role is crucial for supporting institutional investors in managing risk and driving performance, requiring a focus on cutting-edge, scalable solutions.

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 and departments within State Street.
  • Responsible for managing client Service Level Agreements and ensuring they are met.
  • Responsible for managing internal and external KPIs and ensuring they are met.
  • Work on other projects or tasks as assigned.

Requirements

  • 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.
  • BS/BA required.
  • 2 – 3 years of mutual fund operations experience.
  • Proficient in MS Office.

Skills

  • 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

  • State Street

Work Type

  • Full-time

Experience Level

  • Senior Associate

Education Level

  • BS/BA

Salary/Compensations

  • $51,000 - $84,000 Annual

Benefits

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

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 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.
  • We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.
  • We are an essential partner in our shared success.
  • Join us in shaping the future.

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.