Alternative Ops Transfer Agency, Associate 2

We are looking for a detail-oriented professional with financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment.

About the role

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. In this role, you will help navigate employees and the organization as a whole, striving for cutting-edge, straightforward, and scalable solutions. You will build resilience and execute day-to-day deliverables at our best.

Responsibilities

• Manage day-to-day operations of groups by overseeing workflows.
• Develop and maintain strong client relationships.
• Collaborate with other Transfer Agency (TA) business units as well as other departments within State Street.
• Manage client Service Level Agreements (SLAs) and ensure they are met.
• Manage internal and external Key Performance Indicators (KPIs) and ensure they are met.
• Work on other projects or tasks as assigned.

Skills

• Taking ownership and initiative
• Ensuring accuracy and quality – detail-oriented
• Strong organizational and analytical skills
• Time management – ability to prioritize
• Providing outstanding service
• Effective communication
• Fostering collaboration and teamwork

Requirements

• 1–2 years of mutual fund operations experience
• Proficiency in MS Office 365 (Excel, PowerPoint, PowerBI, etc.)

BS/BA degree (optional).

About State Street

State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. For over two centuries, we’ve helped clients safeguard and steward the investments of millions. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.

We offer a great work environment with competitive and comprehensive benefits packages, which vary by location but may include generous medical care, insurance, savings plans, paid time off, flexible work programs, and development opportunities to help you reach your full potential.

We value inclusion, diversity, and social responsibility. Our employees’ diverse backgrounds, experiences, and perspectives contribute to an inclusive environment where everyone can thrive. We actively engage with our communities worldwide as partners and leaders.

Pay

Salary range: $41,600 – $66,560 annually. The range applies to the primary location specified; if the candidate works outside this location, the applicable range may differ.

Benefits

• Retirement savings plan (401K) with company match
• Insurance coverage (basic life, medical, dental, vision, long-term disability, and other optional coverages)
• Paid time off (vacation, sick leave, short-term disability, and family care responsibilities)
• Employee Assistance Program
• Incentive compensation, including eligibility for annual performance-based awards (excluding certain sales roles)
• Eligibility for certain tax-advantaged savings plans

For a full overview, visit State Street’s HR portal.