Equity Portfolio Administration Core Operations Manager, AVP

State Street Corporation
Boston, USA
31 Jul 2022
30 Aug 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Who we are looking for
We are looking for individuals with 5-7 years of experience in Operations who are passionate about working in a harmonious and energizing environment. You will act as primary point of contact for Portfolio Managers, Relationship Management, Performance Measurement Group, Compliance and Custodian inquiries for strategy group In this role, you will be responsible for leading the daily operational duties for an investment strategy.

Why this role is important to us
The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best.
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
As an Equity PA Operations Manager you will
  • You will coordinate and monitor the daily and monthly operations controls and deadlines for all portfolios within the investment structure. You will craft the professional development plans of a staff of 5-8 associates.
  • You will ensure we are compliance of Internal, SAS70 and Sarbanes Oxley audit requirements
  • You will identify and participate in system development needs, testing and procedural improvements
  • You will work with current staffing models to build an equitable workload across peers.

What we value
These skills will help you succeed in this role
  • Detailed understanding of Portfolio Administration, Investment Markets and settlement practices and custody operations
  • Strong PC Skills - Microsoft Office Suite, RKS, IMT, Smartstream-TLM,
  • Proven process improvement skills
  • Ability to prioritize multiple responsibilities to meet internal and external deadlines
  • Ability to build strong working relationship with both internal and external contacts.
  • Strong leadership abilities

Education & Preferred Qualifications
  • Bachelor's Degree - Business
  • 5-7 years Investment Operations Management and or Custody Operations experience.

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

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