This position is within the Investor Services business unit of State Street’s Alternative Investment Services Group and is responsible for processing and quality checking of transactions and updating client registers
Job Summary
This position is within the Investor Services business unit of State Street’s Alternative Investment Services Group and is responsible for processing and quality checking of transactions and updating client registers.
The role requires ownership of operations for assigned clients, handling investor and client queries, and ensuring adherence to policies while working within tight service level agreements.
State Street is committed to fostering an inclusive environment where employees feel valued and empowered, offering development opportunities, flexible work-life support, and vibrant employee networks.
Matching Summary
This position is within the Investor Services business unit of State Street’s Alternative Investment Services Group and is responsible for processing and quality checking of transactions and updating client registers.
Skills & Requirements
Must-have
Investor services operations
Capital activities processing
Client query resolution
Adherence to policies and procedures
Shift timing flexibility
Microsoft Office proficiency
Nice-to-have
Strong communication skills
Organizational and time management skills
Analytical and numerical skills
Knowledge of Anti-money laundering
Understanding of FATCA and CRS requirements
Key Requirements
3-5 years financial services experience
Experience in Transfer Agency or Investor Services domain
University degree in accounting, business, mathematics, finance or economics
Prior direct investor/client communication experience