Transfer Agency And Intermediary Oversight, Avp - State Street Investment Management

STATE STREET

Base: $70,000 - $130,000 annual; bonus/equity: eli...
5-8 years transfer agency experience
Mutual fund operations oversight
Financial intermediary payment review
This role involves managing day-to-day mutual fund operations while overseeing multiple Transfer Agents to ensure governance standards are met

Job Summary

  • This role involves managing day-to-day mutual fund operations while overseeing multiple Transfer Agents to ensure governance standards are met.
  • The successful candidate will assist in reviewing monthly and quarterly financial intermediary payments including 12b-1 fees and revenue shares.
  • State Street offers a comprehensive benefits program including retirement savings plans, insurance coverage, and paid volunteer days.

Matching Summary

This role involves managing day-to-day mutual fund operations while overseeing multiple Transfer Agents to ensure governance standards are met.

Salary

Base: $70,000 - $130,000 Annual; Bonus/Equity: Eligible for annual performance-based awards; Benefits: Comprehensive program including 401K match and insurance

Skills & Requirements

Must-have

  • 5-8 years transfer agency experience
  • Mutual fund operations oversight
  • Financial intermediary payment review
  • 22c-2 large trade reporting knowledge
  • Board reporting preparation skills

Nice-to-have

  • Strong client-first mindset
  • Continuous improvement drive
  • Experience with ETF structures
  • Knowledge of interval funds
  • Cross-functional partnership skills

Key Requirements

  • Bachelor's degree required
  • 5-8 years of relevant experience
  • Working knowledge of DTCC/Mutual Fund Profile II

Work Rights

Not specified

Tailored Resume

Cover Letter