Oversee and provide day to day management of Transaction Management team in location for responsible client
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Drive transaction management and settlement discipline excellence though proactive management of the trade lifecycle
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Drive transformation initiatives, including automation and process improvements
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Ensure compliance with regulatory requirements and manage associated risks.
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Responsible for service delivery and client sentiment, including direct client contact
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Support a strong risk management and control environment
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Broad and in-depth understanding of standards, methodologies, processes, systems and technology necessary to support investment management operations.
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Identify, recommend and drive process improvement initiatives
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Conduct high-level analysis in specific areas of expertise, identify and resolve work-processing issues, make suggestions to streamline operations and implement.
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Liaise with colleagues in region or divisions globally where required for client issue resolution
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Perform work independently within scope of established guidelines and according to specific procedures.
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Support and proactive manage on Client Change Request items impacting the Enterprise processes and Operating Models
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Communicate effectively on issues / problems to the Client and to SSC management and ensure a proper and timely follow-up to ensure resolution.
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Provide guidance, support and development opportunities to the members of your team
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These skills will help you succeed in this role
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Extensive asset management experience, including investment operations, fund accounting and portfolio valuation
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Deep understanding of the Transaction Lifecycle as it relates to Exchange Traded Derivatives.
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Broad and in-depth understanding of the asset management industry, gained through working in a variety of asset management disciplines.
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Strong critical thinking, problem solving, and decision-making skills
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Trade and reconciliation break investigations experience
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Strong communication and presentation skills to audiences of different sizes and levels of seniority
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Must be self-motivated, adaptable and show initiative in different circumstances and under pressure
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Good team working skills.
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Education & Preferred Qualifications
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Degree in finance, business, technology or equivalent or relevant industry experience
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Proven experience in client communication and interaction at all levels
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In depth understanding of Middle Office operations, preferably Trade Management Operations inclusive of trade confirmation, settlement & reconciliation. Product and Industry knowledge, particularly in Exchange Traded Derivatives, and preferable across – Equity, FI, FX and inclusive of Global Markets.
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Understanding of key technology within the support of investment management operations
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Experience of driving organizational change, with an understanding of change management principles, techniques & tools.
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Experience in leveraging technology solutions including low-code tools, SQL, Python or similar is advantageous
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Strong MS Excel, Access, Word, PowerPoint skills necessary
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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
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