Overview
Middle Office Operations, Assistant Vice President Jobs in Quincy, MA at State Street
Full Job Description
Who we are looking for
As a Portfolio Services AVP , you will be responsible for producing results of daily accounts review to confirm health of portfolios for trading, reporting and performance. Under the direction of the VP, monitors assigned accounts for issues associated with cash, settlements, ad-hoc processing, and client reporting and performs pre / post cycle reviews. Expected to work independently to identify exceptions and escalate issues once appropriate research has been completed. This person will be highly regarded with an excellent track record in his or her current environment and must be a strong decisive results-oriented individual who can develop and manage relationships across the company with a wide variety of partners based on trust, teamwork and knowledge.
Why this role is important to us
The team you will be joining is a part of a global, cross-divisional group supporting State Street AlphaSM. State Street AlphaSM redefines the common definition of ‘alpha’ to mean powering better performance and outcomes at every point on the investment lifecycle and is the first open platform from a single provider that connects the front, middle and back office. It harmonizes data, technology and services across trusted providers to help our clients better manage their businesses.
Join us if making your mark in an ever-changing, increasingly complex and competitive industry is a challenge you are up for.
What you will be responsible for
As Portfolio Services AVP you will
Manage a team engaged in supporting multiple clients, manage client relationships
The position will require the ability to analyze diagnose design and implement solutions to work with client data for smaller clients or aspects of larger more complex clients.
Liaise with colleagues within the Berwyn, Sacramento, London, Australia and India SSC offices and divisions globally, where required, for query resolution
Act as a point of contact for client queries relating to the Recordkeeping system and client file deliveries are tracked with proactive management to ensure timely response and resolution
Perform key Recordkeeping system functions
Perform daily checks on file deliverables to the clients investigate discrepancies and ensure daily resolution of identified queries
Perform an overview function for the Shared Services functions identifying operational trends issues and areas for improvement.
Perform work independently within scope of established guidelines and according to specific procedures.
Handle and resolve issues involving all operational and various IT areas (e.g. Asset servicing Trade Operations Client Reporting)
Support and provide analysis for Client Change Request items impacting the Enterprise processes and Operating Models
Take ownership of issues to resolution, engage teams as needed to gain consensus and communicate progress.
Researches the more complex problems and consults with manager where clarification or exception to policy/procedures may be required.
What we value
These skills will help you succeed in this role
Work independently to research and resolve problems considering multiple avenues for resolution.
Communicate effectively on issues / problems to the Client and to SSC management and ensure a proper and timely follow-up to ensure resolution.
Provide guidance and support, act as resource and assist team members from …
Title: Middle Office Operations, Assistant Vice President
Company: State Street
Location: Quincy, MA
Category:
