Who we are looking for
The Alpha Portfolio Services team is a dedicated global business team working with Clients, SSC IT, client service, and the business operations teams to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is accurately maintained and ensuring accurate client portfolios are reflected on State Street platforms. The role will interact with the Clients’ investment operations (predominantly Front Office) and being a key liaison with various portfolio managers and internal SSC parties in identifying an issue as well as managing suitable resolution. The role will need to initiate and develop good communication and interpersonal relationship with business operations teams and IT and to maintain the high level of service that is currently being provided to all the clients.
Why this role is important to us
The team you will be joining is a part of a global, cross-divisional group under State Street Global Delivery. Our clients are faced with challenges of expanding globally, seeking new sources of growth and innovation, managing an increasing amount of data, facing cost pressures and keeping pace with regulation and risk. As a result, we need to meet the needs of our client – we need to make sure that we are providing relentless delivery for our clients.
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
Oversee the day to day responsibilities of the team by developing a strong risk management and controlled environment. Eliminate risk incidents and inadvertent data disclosures.
Confirm the completion of the review and verification of the staff's work on a daily basis, enforcing stringent procedures and controls.
Assist in the review and verification process as needed. Ensure documentation protocols are followed.
Act as the point at which relevant client queries relating to the Recordkeeping system and client file deliveries are tracked, with pro-active management to ensure timely response and resolution
Become a subject matter expert in IBOR application, and data warehouse
Take active role in new employee onboarding. Provide guidance to other employees; including training for new team members, and cross training for existing team members.
Resolve discrepancies and take action on complex and escalated matters from external clients and internal departments.
Approve documented workflow, procedures and controls. Ensure documented procedures and checklists are maintained and up to date.
Interface with senior level internal and external clients and other departments on complex matters and inquiries.
Ad-hoc reporting, including daily, weekly and monthly metrics.
Engage in complex special projects and assignments including new client onboardings.
What we value
Good management skillset and can analyzes and recommends solutions to complex and non-routine issues and special projects. Develops processes, procedures and controls. Handles regular independent interaction with client contacts. Focus of job on performing complex tasks and providing business and technical expertise in support of multiple clients. Acts as an advisor to other areas of the organization.
Education & Preferred Qualifications
Bachelor's degree with emphasis in finance, accounting, or economics or equivalent work experience in finance or accounting
5 plus years related industry experience including operational experience
Working knowledge of Domestic and International financials and all related instruments
Detailed understanding of operations
Strong leadership and attention to detail
Ability to develop business relationships within and outside the organization
Excellent interpersonal, communication, organizational and problems solving skills
Ability to multi-task, balance workload and work in a deadline oriented position
Ability to meet aggressive SLA Deadlines
Experience in writing SQL, Oracle, Sybase is desired
Strong MS Excel, Access, Word, PowerPoint skills necessary
Strong English written and spoken ability
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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