State Street Corporation is seeking a Senior Associate for its Alpha Portfolio Services team, which supports various operational functions within the financial services sector. The role involves expertise in investment recordkeeping, data management, and client operations, with a focus on providing high-quality service and facilitating client implementations
Job Summary
Serve as a subject matter expert for the Investment Book of Record (IBOR) recordkeeping platform, providing guidance and support to client operations teams on complex data and query-related issues.
Investigate and resolve client data discrepancies using Middle Office systems, leveraging tools such as SQL for research, analysis, and data tracking.
Act as the primary support contact for clients using Charles River Investment Management System (CRIMS) and take ownership of issues through resolution.
Matching Summary
Match Score: 85
State Street Corporation is seeking a Senior Associate for its Alpha Portfolio Services team, which supports various operational functions within the financial services sector. The role involves expertise in investment recordkeeping, data management, and client operations, with a focus on providing high-quality service and facilitating client implementations.
Skills & Requirements
Must-have
Investment Book of Record (IBOR) platform
Middle Office systems
SQL for research and analysis
Charles River Investment Management System (CRIMS)
Client data discrepancies investigation
Daily control and quality checks
Nice-to-have
Self-starter in dynamic environment
Adaptable and prioritize under pressure
Service-oriented client interaction
Cooperative and professional relationships
Key Requirements
4-10 years of experience in asset management operations