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Why this role is important to us
The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.
Join us if making your mark in the asset management industry from day one is a challenge you are up for.
What you will be responsible for
Work as a member of a broader Charitable assets management (CAM) team in processing and administration of the gift annuity and trust gift vehicles. This includes new gift setup and any administration changes to existing accounts. (Address change, ACH, Terminations, Account shifting etc.)
Work as a member of a broader team in processing the State filing reports. This includes preparing and distributing reports
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Support the Investment and Tax teams within Charitable Asset management group.
Contribute to strategic initiatives focused on ways to improve operational controls, system(s) enhancements, and process flows.
Client reporting : Sending Gifts summary, PIF & Tax reports to clients also other client reporting
What we value
These skills will help you succeed in this role:
Working knowledge of Microsoft packages, including Excel, Outlook and Word.
Good English, written and oral communication skills
Time management skills
Multi-Task Capabilities
Organized and attention to details.
Ability to perform effectively within strict client deadlines
Team players who must show the willingness to work with cross functional teams across time zones
Ambition to succeed and forge a long term career in one of the largest Funds Servicing companies in the world
Self-motivated and goal-oriented.
Education & Preferred Qualifications
Bachelor’s degree with concentration in Finance, Accounting, Business Management, and/or Information Systems
4+ years of experience in financial services industry
Are you the right candidate? Yes!
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
About State Street Global Advisors
State Street Global Advisors is the asset management business of State Street Corporation, one of the world’s leading providers of financial services to institutional investors, with a heritage dating back over two centuries. With over $3.5 trillion in assets under management, State Street Global Advisors offers one of the broadest selections of services across asset classes, risk profiles, regions and styles. The firm’s investment culture is built on experience and skill that each of its more than 400 investment professionals and over 2,300 employees around the world bring to every client relationship. State Street Global Advisors commands a truly global presence with 22 offices and 11 investment centers across 5 continents with its global headquarters located in Boston, MA. The Outsourced Chief Investment Officer (OCIO) business has more than $90B of AUM at June 30, 2018 with over 30 clients and an investment record that dates back to 1994.
As a Business Analyst within State Street Global Advisors OCIO Business, you will be responsible for building and delivering outstanding client service across the full lifecycle of an institutional client’s experience. You will also be part of and collaborate with a talented team responsible for handling the day-to-day needs of our clients. To be successful, you will need to develop an understanding of State Street Global Advisors investment and operational capabilities, the OCIO service offering, culture and vision in order to efficiently diagnose issues and solve problems that inevitably arise in the course of a client relationship. Due to the complex needs of our clients, you will need to build collaborative relationships across our sales, investment, product, marketing, operations, finance, legal, compliance and other internal teams critical to the end-to-end client lifecycle, from initial contact to on-boarding to (hopefully infrequent) off-boarding. You will also partner with your colleagues on client engagement initiatives to ensure global consistency and the successful implementation of newly developed engagement strategies and processes. In particular, you will be closely integrated with our OCIO Executives daily as they work to meet our clients’ objectives. These interactions take many forms, including participating in projects and strategic initiatives related to complex client deals and issues as well as broader, more thematic initiatives designed to continuously improve the overall experience clients have in working with State Street Global Advisors.
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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