Who we are looking for The major focus of the role is the supervision and review of Investor Services processes in accordance with internal controls and procedures.
Why this role is important to us The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for.
This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.
What you will be responsible for As AIS Investor Services Team Supervisor, Senior Associate you will
Supervise daily Investor Services processes (investor set up, transactions processing, reporting, communication with 3rd parties, payments processing, etc.)
Demonstrate timely, accurate process of the relevant tasks at all times in accordance with SLAs, operating procedures and legal regulations
Perform independently all tasks described in the relevant procedures and job aids
Ensure a timely update of procedures and Job aids
Support and lead day to day run of the operations executed by the team
Support the Manager in assurance all activities are sufficiently covered at all times, included during sickness and holidays periods
Ensure that the other team members are properly trained
Make recommendations for changes to processes and procedures and prepare documentation for review as required
Take responsibility for personal development and training
Set and maintain standards of personal and professional performance/behavior; ensure staff accountability and adherence to company policies and procedures
Coordinate and implement technical training and development activities for individuals and the team
Monitor the performance of team - provide formal and informal feedbacks to the team members and the team manager
Hold ad hoc 1 to1 with the team members to discuss operational matters if necessary
Support and participate in company committees and initiatives
Take responsibility for the quality of service to assigned client
Plan and manage the daily processes and the effective utilization of resources
Monitor errors and potential breaches; complete relevant documentation and ensure training needs are identified and relevant trainings are carried out. Keep record of all errors and monitor the resolution status
Ensure adherence to Company and Departmental policies and procedures
Develop and maintain good relationships with internal and external clients, colleagues in service support departments and contacts in Donor Sites
Act as a main point of contact for the team
Must have:
Previous Investor Services experience;
Comprehensive procedural, technical and product knowledge of the Investor Services business is required. This should be complemented with a strong understanding of Fund Accounting, Custody and Regulatory background to Funds Industry;
Comprehensive knowledge of systems, including ISS, MyView applications is required;
Strong verbal and written communication skills;
Very good English;
Strong analytical skills;
Excellent administrative, organizational and business support skills, with the ability to multi-task and to work calmly under pressure;
Previous experience with both phone and email communication with Investors and Clients;
Working knowledge of MS Office suite including Excel and Word;
Possess excellent organizational, planning and co-ordination skills;
Ability to perform effectively within strict client deadlines;
Ability to work on your own initiative, developing solutions and providing input to enable effective decision making
Attention to detail and concern for quality
Ability to spot errors and high level of focus on accuracy
Solid understanding of business line and basic understanding of the overall firm, solid understanding of specialized discipline
Nice to have:
Ability to learn quickly and work in a team environment;
Experienced understanding of business line and growing understanding of the overall firm, experienced understanding of specialized discipline
Flexibility and commitment to develop yourself and others
Finance, Economics, Accounting or related degree
What we offer
Permanent contract of employment from day one
Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
Gold medical package for employees and their families (partner and children)
Premium life insurance package and private pension plan
Employee savings plan
Multisport Card
Wide range of soft skills training, technical workshops, language classes and development programs
Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
Variety of well-being programs
Technical or leadership career pathway
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
