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Who we are looking for At this level you will be required to demonstrate a comprehensive knowledge of relevant work processes alongside a broad understanding of related and interfacing activities to provide effective management of Transfer Agency. You will be expected manage day to day tasks pertinent to the department's activities but a major focus will be on change management, resource planning and development, client relationship management 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
Responsible for the achievement of specific department/section performance targets and objectives
As a member of the senior management team lead, direct and manage the department
Make sound operational decisions
Contribute to the development of the organisation in terms of financial planning, business strategy, service offerings and HR policies
Development and maintenance of strong client relationships
Handle and resolve complex/unusual operational and managerial problems that are referred from above and below
Ensure that procedures, policies and processes are adhered to so that a high quality service is delivered to the customer. Propose and/or implement procedural changes to improve performance of the department or of related business areas
Maintain and develop expertise demonstrating judgment and an understanding of the business
Responsible for the development and continued maintenance of satisfactory operational client and regulatory body relationships
Identify and secure resources required by the department and ensure effective utilisation
Ensure that Transfer Agency is properly resourced both in terms of people and technology whilst complying with agreed budgetary guidelines
Provide adequate training to all grades in support of the overall organisation & Transfer Agency Training Plan
Assist more senior colleagues when required to do so and deputise in their absence
Utilise management information as required to assist in managing both clients and resources
Focus on development opportunities for your Senior Associates and ensure that time is made available to focus on non-operational management aspects of role through the delegation of tasks where appropriate.
Using corporate PPR 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 as appropriate with regulatory requirements and with the relevant short, medium and long-term goals, objectives and values of the organization
Understand the risk environment within the team & manage appropriately
Monitor the development and implementation of appropriate procedures to meet internal control and external compliance/regulatory requirements
Provide regular feedback to managers and more senior colleagues with regard to Transfer Agency operations
Attend and contribute to operational, client, risk, audit and regulatory meetings as required
Actively participate in your chosen Focus Group
Create an environment that is flexible and adaptable and be a champion of change
Initiate and oversee tasks within a continuous improvement drive to ensure that the Department is efficient and seen as customer and quality driven
Provide support to Senior Associates and their reports during the implementation of change
Ensure participation in the completion and implementation of department wide projects as required and lead local team initiatives
To exercise due care and diligence, ensuring the areas the role is responsible for are organised and controlled;
To comply with the regulatory regimes in which IFDS operates, with particular consideration given to relevant Client Asset, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role.
All employees are accountable for the delivery of a Quality service, driving for excellence in all their work activities:
To be quality driven, aiming for 100% accuracy and timeliness of delivery;
To effectively plan the way services are delivered so that all activity is directly related to providing quality services and meeting the expectations of the customer (internal and external);
To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance;
To observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties;
To communicate and promote the values which reinforce and support a consistent quality culture.
To adhere to company values of Professional, Accountable, Client Focused, Excellence and Leadership (PACE & L) in all tasks and interactions
Knowledge and Competency Requirements
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. This should be complemented with a good understanding of Fund Accounting, Custody and Regulatory background to Funds Industry.
Personable and Enthusiastic
Typically candidate will have previous experience in a similar environment including experience in a management/supervisory capacity.
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
This position is open to receive applications up until 31st January 2020.