Job Description

Who we are looking for

The State Street Global Delivery team is looking for a professional with Investment Management Operations and Investment Accounting experience who is passionate about working in an energized environment.

The successful candidate will be expected to manage the day to day activity for clients as part of the Front Office Support Team, as well as support the strategic client onboarding activities this team performs to service these and new clients. The position will interface daily with clients’ front office management and act as a subject matter expert. They will manage to daily client SLAs and internal deadlines in order for their clients to trade timely. The candidate is also expected to provide analytical support in any change request on-boarding as it pertains to our BAU operating model.

Why this role is important to us

The FOS team is critical in bringing to life State Street Global Delivery’s (SSGD) value proposition to Alpha clients. The team is often the face of State Street’s Front to Back value proposition, either virtually or directly in the client’s office, working end-to-end to resolve multi-faceted queries. By blending the right combination of qualitative and quantitative skills, the FOS team supports the processing between Front, Middle and Back Office. The FOS Team will work with our clients, GD leads, Alpha, CRIMS as well as other key stakeholders to drive value for our end clients.

What you will be responsible for

You will be acting as primary contact point for the client's Front Office team, triaging issues and ensuring they are resolved, calling upon internal teams where necessary.

Using CRIMS and excellent communication skills to provide a technical support service to clients requiring assistance with the front office systems.

It will be crucial for the successful candidate to maintain industry knowledge for suggestions on implementing standard methodologies and improving processes.

In this role responsibilities include, but are not limited to:

• Ensure BAU client queries relating to Front and Middle office are tracked, with proactive management to ensure timely response and resolution and engage teams as needed to maintain accuracy of Clients’ Order Management Systems (OMS) and Middle Office IBOR recordkeeping systems. Manage the investigation and resolution of queries, bringing them together from a client support perspective.
• Communicate effectively on issues / problems to the Client and management and ensure a proper and timely follow-up to ensure resolution.
• Collaborate with other teams to share approaches, develop best practices and improve team capabilities both pre and post client migration.
• Interact with the clients regionally and globally as needed to ensure the deliverables are met, participate in weekly / monthly service review meetings as required.

These skills will help you succeed in this role:

• Strong Front Office expertise, Charles River (CRD) and Middle Office IBOR recordkeeping system experience essential
• 3+ years of Investment Management operational support experience
• Broad and in-depth understanding of standards, methodologies, processes, systems and technology necessary to support investment management operations.
• Product knowledge in Equity, Fixed Income, Derivatives, FX, OTC.
• Excellent technical ability
• Excellent analytical skills are essential for this role
• Strong written and verbal communication skills
• Excellent client facing & presentation skills
• Motivated and team oriented individual who possesses the ability to work in an energizing environment while handling multiple tasks
• Capable of adapting and leading through change
• Proficient with Microsoft Office, SQL coding and accounting platforms

What we value

Performs work independently and analyzes and recommends solutions to complex and non-routine issues and special projects. Develops processes, procedures and controls. Handles regular independent interaction with client contacts. Focus of job on performing complex tasks and providing business and technical expertise in support of multiple clients. Acts as an advisor to other areas of the organization.

Education & Preferred Qualifications

• Bachelor's degree with emphasis in finance, accounting, or economics or equivalent work experience in finance or accounting.
• 3 plus years related industry experience
• Working knowledge of Domestic and International financials and all related financial trading instruments
• Detailed understanding of Front/Middle/Back Office Finance Operations
• Attention to detail
• Ability to develop business relationships within and outside the organization
• Excellent interpersonal, communication, organizational and problems solving skills
• Ability to multi-task, balance workload and work in a deadline oriented position
• Ability to meet aggressive SLA Deadlines
• Computer proficient including spreadsheet and database applications- Python/SQL/VBA/Macro experience
• Previous trading software experience

About State Street

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. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

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.

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