Middle Office - Transitions Team, Senior Associate

State Street Corporation

Not specified
Client event coordination
Portfolio static data maintenance
Internal and external stakeholder interaction
State Street Corporation is seeking a Senior Associate for their Transitions Team within the Middle Office. The role involves overseeing client transitions, maintaining portfolio data, and ensuring the coordination of various account-related activities, requiring strong communication and analytical skills

Job Summary

  • The position will support and maintain the Middle Office production processing of multiple client’s portfolio static data, and the coordination of Transition events such as New Account Setups, Account Restructures, Terminations, Account Maintenance and other changes.
  • The position will also be the primary point of contact internally and externally regarding the data elements, hence excellent interpersonal, communication and organizational skills is a must for the role.
  • Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.

Matching Summary

Match Score: 85

State Street Corporation is seeking a Senior Associate for their Transitions Team within the Middle Office. The role involves overseeing client transitions, maintaining portfolio data, and ensuring the coordination of various account-related activities, requiring strong communication and analytical skills.

Skills & Requirements

Must-have

  • Client event coordination
  • Portfolio static data maintenance
  • Internal and external stakeholder interaction
  • Risk and control environment
  • Issue research and resolution

Nice-to-have

  • Adaptable and initiative
  • Flexibility in working outside expertise
  • Proactive problem-solving recommendations

Key Requirements

  • 3-5 years of prior business experience
  • Associates degree
  • Understanding of asset management industry
  • Experience writing business specifications

Work Rights

Not specified

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