CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Who we are looking for The role will be responsible for driving and leading the activities of the IFDS Transfer Agency Investor and Distributor Services team - with a primary focus on enhancing the client & investor service experience, client relationship management, setting department strategy, change management, resource planning & development and risk reduction.
Why this role is important to us The team you will be joining is a part of International Financial Data Services (IFDS). IFDS is a world-leading provider of outsourcing and technology solutions to the financial services industry. With its global headquarters in Toronto, IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. IFDS is present in North America, EMEA and APAC. Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
Direct and manage the IFDS Ireland IDS team and continue to build a culture of first class client and investor service delivery across all aspects of IDS with ongoing focus on risk reduction and efficiency.
Responsible with your Peer/s for setting and achievement of goals for the IDS group.
Exercise concrete oversight within the department and make sound operational decisions.
Create an environment that is flexible and adaptable to Change.
Initiate and oversee tasks within a continuous improvement drive to ensure that the Department is efficient and seen as customer and quality driven
Adhere to company values of Professional, Accountable, Client Focused, Excellence and Leadership in all tasks and interactions
Ensure participation in the completion and implementation of department wide projects as required and lead local team initiatives as required.
Build and develop a strong client relationship management discipline.
Provide leadership and direction to Operational managers. Manage and resolve complex and unusual operational and managerial problems what may be referred to you.
Promote the organisation's capabilities to clients and identify additional business opportunities
Continually look for opportunities to enhance the client service experience and prevent client issues arising.
Foster an environment where procedures and policies are adhered to and procedural changes are introduced to enhance the performance of the group.
Ensure that teams are meeting deliverable and provide support to ensure that goals are met.
Identify and secure resources required by the IDS department.
Actively support the overall organization and Transfer Agency Training Plan
Utilise management information to assist in managing both clients and resources
Focus on development opportunities for your direct reports and ensure a focus on operational management within the department
Using corporate Performance review tools, actively participate in the performance appraisal process and monitor overall timeliness of completion for the entire team with your direct reports
RISK & REGULATORY
Ensure compliance with regulatory requirements and with the relevant short, medium and long-term goals, objectives and values of the organization
Promote and drive risk awareness, assessment and control within the department.
Understand the risk environment within the department and manage appropriately.
Ensure the implementation of appropriate procedures to meet internal control and external compliance/regulatory requirements where required.
Provide regular feedback to managers and more senior colleagues with regard to status of client relationships.
Lead and contribute to operational, client, risk, audit and regulatory meetings as required. Understand the risk environment within the department and manage appropriately
What we value
Excellent administrative organisational and business support skills with the ability to multi-task and to work calmly under pressure.
Excellent working knowledge of MS Office suite including Word Excel and PowerPoint
Strong written & verbal communication skills
Possess excellent organisational planning and co-ordination skills.
Ability to work accurately to tight deadlines
Proactive and able to work independently and as part of a team
Comprehensive procedural technical and product knowledge of the Transfer Agency business is required.
Typically candidate will have previous experience in a similar environment including experience in a management capacity.
Accurate and Precise
Excellent communications skills
This is a Control Function (CF) position and therefore any offer made is subject to completion of the appropriate Central Bank of Ireland checks and the subsequent approval of same
About State Street What we do. 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.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers