The team you will be joining is a part of State Street Global Advisors (SSGA), one of the biggest asset managers in the world, that provides services to governments, institutions and financial advisors
Job Summary
The team you will be joining is a part of State Street Global Advisors (SSGA), one of the biggest asset managers in the world, that provides services to governments, institutions and financial advisors.
You will be responsible for onboarding new clients by interpreting prospectuses and investment mandates to create compliance rule matrices and ensuring accurate compliance reporting.
State Street offers a great work environment with competitive benefits, flexible work programs, and a strong commitment to inclusion, diversity, and social responsibility.
Matching Summary
The team you will be joining is a part of State Street Global Advisors (SSGA), one of the biggest asset managers in the world, that provides services to governments, institutions and financial advisors.
Skills & Requirements
Must-have
Investment compliance monitoring
Prospectus and SAI interpretation
Client onboarding for compliance
Alteryx workflow design and refinement
SQL knowledge
Compliance rule matrix creation
Pre or post-trade investment compliance
Nice-to-have
Strong communication and interpersonal skills
Organizational and time management skills
Analytical skills
Exposure to Charles River Development
Coding in Visual Basic Applications
Deadline and detail oriented
Team collaboration and liaison
Key Requirements
4+ years experience in Fund Administration or related work
Investment compliance monitoring or coding experience
University degree in Business, Accounting, Finance or related