State Street

Accounting Manager

• Own end-to-end accountability for NAV accuracy, timeliness, and completeness across the fund accounting operating model
• Coordinate Fund Accounting, Middle Office, Transfer Agency, Reporting, and upstream/downstream teams to identify, escalate, and resolve data quality and processing issues
• Maintain ownership of daily NAV delivery and ensure compliance with client and regulatory deadlines
• Lead NAV oversight, alert monitoring, exception investigation, and resolution coordination
• Drive root-cause analysis and remediation of recurring NAV issues
• Establish and maintain gold-copy rules and data governance controls to maximize straight-through processing
• Assess processing exceptions and implement improvements to data integrity, automation, and operational efficiency
• Partner with technology and operations teams to strengthen validation and exception-management processes
• Oversee operational readiness, setup, launch, stabilization, and issue resolution for new funds
• Coordinate fund launches across Fund Accounting, Transfer Agency, Reporting, Custody, and other operational teams
• Partner with Middle Office on pricing, corporate actions, security master, and critical fund data integrity
• Lead cross-functional reviews and data quality checks to resolve discrepancies before NAV production
• Ensure controls and governance across key NAV inputs
• Ensure adherence to PIMCO data hierarchy requirements and approved front-office data sources
• Govern critical data elements used in valuation, accounting, and reporting
• Align data standards, control frameworks, and escalation procedures with client-facing and operational teams
• Deliver NAV timeliness and accuracy targets, reduce exceptions and manual processing, increase STP rates, onboard funds successfully, and manage cross-functional issue resolution

Fund Accounting, Managing Director

Product Development

• Act as Product Owner for payment initiation platform development and integration with enterprise applications
• Support product-related change, including business cases aligned with client needs, regulations, and internal policies
• Design and improve operating models, standards, and technical architecture with Product Management, Technology, and Global Delivery
• Lead agile team members in defect identification, triage, root-cause analysis, and remediation
• Support annual planning and funding prioritization
• Oversee archiving of development and implementation documentation for business and audit needs
• Gather input from subject matter experts, operations, product managers, client service teams, and clients
• Develop business requirements, use cases, operational flows, Agile stories, epics, and groomed backlogs
• Drive solutions and integration strategy, including a standard interface catalogue based on defined data standards
• Maintain understanding of local regulatory impacts and standards
• Own projects or initiatives as requested, with appropriate PMO reporting
• Maintain governance and audit trails for key decisions and actions

Custody Product Development – Core Banking, Interfaces/Integration – AVP

Operations

• Design, build, and operate scalable, resilient data pipelines for operational analytics, reporting, and AI-driven automation across cloud and on-premises environments
• Model, store, and serve large-scale datasets for analytical workloads and low-latency AI and agent-based systems
• Integrate data from vendor feeds, APIs, files, and enterprise platforms
• Ensure pipelines are observable, reliable, production-ready, and operationally rigorous
• Act as Data Steward for assigned business services, owning data quality, lineage, lifecycle management, business definitions, critical data elements, calculation logic, dictionaries, glossaries, and metadata
• Define and enforce data standards, controls, and documentation
• Translate business control requirements into data-level and AI control mechanisms
• Enable AI and intelligent automation with governed inputs for training, inference, and decisioning
• Define agent action constraints, data quality gates, and human-in-the-loop triggers
• Ensure auditability and traceability through decision logs, data lineage, and versioning of rules, prompts, and models
• Establish data quality rules and exception taxonomies
• Monitor data quality dashboards, triage issues, and coordinate remediation
• Align data architecture and integrations with ecosystem dependencies, costs, and execution plans
• Partner with Product Owners to align data definitions and metrics with business outcomes
• Collaborate with engineering, AI, platform, and business teams to prioritize simplification and automation use cases
• Communicate technical concepts to non-technical stakeholders and drive adoption of AI-enabled solutions
• Champion modern data and engineering practices across organizational boundaries

VP, Process Improvement

• Design, build, and operate scalable, resilient data pipelines for operational analytics, reporting, and AI-driven automation across cloud and on-prem environments
• Model, store, and serve large-scale datasets for analytical workloads and low-latency AI and agent-based systems
• Integrate vendor feeds, APIs, files, and enterprise platforms
• Ensure pipelines are observable, reliable, production-ready, and operationally rigorous
• Act as Data Steward for assigned business services, owning data quality, lineage, lifecycle management, definitions, critical data elements, dictionaries, glossaries, and metadata
• Define and enforce data standards, controls, and documentation
• Translate business control requirements into data-level and AI control mechanisms
• Enable AI and intelligent automation with governed data for training, inference, and decisioning
• Define agent constraints, data quality gates, and human-in-the-loop triggers
• Ensure auditability and traceability through decision logs, lineage, and versioning of rules, prompts, and models
• Establish data quality rules and exception taxonomies; monitor dashboards, triage issues, and coordinate remediation
• Align data architecture and integrations with ecosystem dependencies, costs, and execution plans
• Partner with Product Owners to align data definitions and metrics with business intent and outcomes
• Collaborate with engineering, AI, platform, and business teams on simplification and automation use cases
• Communicate technical concepts to non-technical stakeholders and drive adoption of AI-enabled solutions
• Champion modern data and engineering practices across organizational boundaries

Consultant

• Lead or directly contribute to CRIMS implementations
• Analyze and evaluate requirements and provide product expertise throughout implementation projects
• Configure solutions to meet customer business and technical needs
• Ensure customers are prepared to operate the solution after go-live
• Provide assistance to Professional Services team members and share best practices
• Analyze customer requirements to support sales opportunities
• Prepare and deliver sales presentations
• Execute proof-of-concept projects for potential customers
• Educate customers on CRIMS methodologies and functionality
• Advise on implementation and operation best practices
• Monitor customer requirements and identify potential product enhancements
• Document and communicate product improvements
• Communicate software defects to Client Support and Product Management
• Support defect resolution by describing defects and validating fixes
• Identify and suggest corrections to documentation errors

Senior Consultant, AVP – Charles River Development

Engineering Manager

• Lead strategic initiatives to modernize and mature the security engineering control landscape across multiple cybersecurity domains
• Define control objectives, success criteria, KPIs, and metrics that measure control effectiveness, coverage, and risk reduction
• Partner with engineering, risk, compliance, legal, and audit teams to drive control implementation, remediation, and continuous improvement
• Translate regulatory, audit, and risk requirements into technical roadmaps and executable engineering programs
• Drive complex cross-functional programs from strategy through execution while providing executive-level reporting and governance

Principal Product Manager – Defensive Engineering Programs, Controls

Full-stack Engineer

• Define and drive the enterprise perimeter security strategy, architecture, and roadmap.
• Lead the evaluation, implementation, and continuous improvement of perimeter security controls and technologies.
• Partner with Network Engineering, Infrastructure, Cloud, and Application teams to design and deploy secure network and internet-facing architectures.
• Collaborate with the Cyber Defense Center (CDC) to enhance detection, investigation, threat hunting, and response capabilities for network and perimeter-based attacks.
• Lead security initiatives involving next-generation firewalls, web application firewalls (WAF), DDoS protection, secure web gateways, remote access security, API protection, and Zero Trust technologies.
• Drive integration of perimeter security platforms with SIEM, SOAR, threat intelligence, and security analytics solutions.
• Develop security standards, architecture patterns, and implementation guidance for perimeter security technologies.
• Lead proof-of-concepts, product evaluations, and vendor assessments for network and perimeter security solutions.
• Track and report key metrics related to threat prevention, attack surface reduction, control effectiveness, and risk reduction.
• Serve as a subject matter expert for perimeter security and defensive engineering initiatives.

Staff Perimeter Defense Engineer

Data Analyst

• Collect, organize, and analyze client account data required to support client conversions.
• Review client-provided data for completeness, consistency, and alignment to Account Services data requirements, templates, and agreed operating models.
• Maintain and update client account data artifacts account setup data dictionaries, configuration trackers, validation logs, and related implementation documentation.
• Support configuration of account attributes, dropdown values, lookups, business rules, checklist items, and other client-specific settings within Account Services workflow and administration tools.
• Perform data profiling, reconciliation, and validation exercises to confirm that account data is accurately reflected across Account Services tools and downstream Alpha systems.
• Investigate data exceptions, configuration breaks, and validation failures; document root cause, proposed resolution, ownership, and status through closure.
• Partner with implementation leads, project managers, product owners, technology teams, and downstream service teams to clarify data requirements and resolve configuration dependencies.
• Support testing cycles by preparing test data, reviewing expected results, validating configuration outcomes, and documenting defects or required remediation.
• Apply data controls to ensure accurate, complete, and timely account setup, maintenance, and conversion activity.
• Document field-level definitions, population rules, required values, impacted workstreams, and downstream usage to support consistent data interpretation.
• Monitor configuration readiness, data quality issues, and open action items; escalate blockers that may impact testing, conversion, or production timelines.
• Support post-go-live remediation and change activity by analyzing data impacts, validating updates, and coordinating with relevant stakeholders.
• Contribute to reusable standards, templates, control checks, and best practices that improve the consistency and scalability of Account Services implementations.

Data Analyst, Officer

Analyst

• Monitor industry, regulatory, vendor, and academic sources for emerging cryptographic threats, vulnerabilities, standards changes, and technology developments
• Track developments related to encryption algorithms, cryptographic protocols, post-quantum cryptography (PQC), key management, digital certificates, and cryptographic libraries
• Research and summarize cryptographic intelligence from multiple sources and communicate findings to technical and non-technical stakeholders
• Assist in the identification and assessment of cryptographic risks that may impact applications, infrastructure, or security controls
• Support the creation of intelligence reports, risk summaries, dashboards, metrics, and presentations for security and technology teams
• Maintain inventories, datasets, and documentation used to support cryptographic risk monitoring and analysis activities
• Participate in periodic reviews of external advisories, standards publications, and vendor security announcements
• Support investigations into newly identified cryptographic weaknesses and help document potential business impacts
• Collaborate with engineering and architecture teams to understand cryptographic implementations and support remediation planning efforts
• Contribute to evidence gathering and reporting activities that support internal governance, audit, and regulatory requirements
• Assist in maintaining processes, playbooks, and operating procedures that support the Cryptographic Agility Surveillance Program
• Collaborate with other Cyber Threat Intelligence teams to establish consistent and mature threat intelligence processes and tooling
• Ability to apply the Admiralty System to establish and manage source reliability and information credibility to enhance automated processing of expansive, continuously collected intelligence
• Continuously build knowledge of cryptographic concepts, cybersecurity trends, and emerging technologies

Cryptographic Agility Surveillance Analyst

Financial Planning and Analysis

• Drive Commercial Rigor in Platform Deals
• Build full financial models for digital wealth partnerships
• Design revenue share structures aligned with recurring flows
• Analyze partner platform economics including user growth, engagement and monetization dynamics
• Stress test scenarios and inform negotiation strategy
• Support Strategic Partnership Execution
• Prepare materials and pitch decks for C suite level negotiations
• Structure white label ETF mandates, co branded ranges and savings plan integrations
• Coordinate due diligence across legal, capital markets, finance and operations
• Track embedded positioning and post launch performance
• Shape Scalable Partnership Frameworks
• Help define repeatable templates for digital wealth agreements
• Identify structural improvements to speed, pricing discipline and margin protection
• Contribute to the long term architecture of our digital distribution platform

Direct Retail and Digital Wealth Associate, AVP

Application Engineer

• Help define and build the organization's Application Detection and Response (ADR) strategy.
• Partner with Engineering, Security Operations, Cloud Security, and Application Development teams to implement and operationalize ADR technologies and processes.
• Lead the deployment, onboarding, and operational support of ADR platforms.
• Monitor, analyze, and investigate application-layer security events, attack patterns, and anomalous behaviors.
• Collaborate with application teams to triage, prioritize, and remediate security findings.
• Develop use cases, detection logic, alerting mechanisms, and response workflows.
• Integrate ADR platforms with incident response processes.
• Deliver and communicate security reporting, dashboards, metrics, and executive-level summaries.
• Develop and maintain ADR, AppSec, and DevSecOps documentation, standards, and operational procedures.
• Support internal and external audits by providing evidence, documentation, and process adherence.
• Work with stakeholders to continuously improve application monitoring, detection accuracy, response effectiveness, and security processes.
• Provide technical leadership and support for strategic projects through planning, implementation, and operationalization.

Application Security Engineer – ADR, AVP

Analytics Engineer

• Define, develop, and maintain Application Security dashboards, reports, scorecards, and executive-level metrics across the AppSec program.
• Partner with Application Security, Engineering, Vulnerability Management, Cloud Security, and development teams to identify reporting requirements and key performance indicators (KPIs).
• Develop and maintain automated reporting solutions that aggregate data from AppSec platforms, security tools, and enterprise data sources.
• Design and deliver operational and executive reporting related to application security findings, remediation activities, SLA adherence, risk trends, and security program effectiveness.
• Develop metrics and dashboards covering areas such as SAST, DAST, SCA, container security, API security, ADR, GenAI security, vulnerability management, and secure coding initiatives.
• Create automated notifications, alerts, and reporting workflows to improve operational efficiency and stakeholder awareness.
• Perform data analysis to identify trends, risks, bottlenecks, and opportunities for process improvement within the Application Security program.
• Collaborate with application teams to validate data quality, reporting accuracy, and remediation tracking.
• Support internal and external audit activities by providing reporting, evidence, metrics, and documentation as required.
• Develop and maintain reporting standards, documentation, data dictionaries, and operating procedures.
• Partner with senior leadership to develop executive dashboards and strategic reporting that support risk management and governance efforts.
• Continuously improve reporting capabilities through automation, process optimization, and integration with new security tools and technologies.
• Provide technical support and expertise for AppSec reporting initiatives and strategic projects

Application Security Engineer – Data Analytics, Reporting

Backend Engineer

• Define and govern the hybrid Snowflake–Databricks architecture to support classic Data Warehousing as well as Data Lake designs, aligning Snowflake's governed analytics layer with Databricks' engineering, streaming, and ML capabilities
• Establish reference blueprints, patterns using lakehouse and medallion patterns suited for enterprise scale and auditability.
• Contribute Designs, Patterns, Assets to SSIM Center of Excellence which establishes Best Practices for each platform as well as use cases for Reuse.
• Lead Iceberg/Horizon/Unity Catalog interoperability across AWS, Azure, and GCP
• Architect open data platform strategy leveraging Apache Iceberg, Delta Lake, Parquet, and Polaris/Unity Catalog to avoid vendor lock‑in and enable cross‑engine query
• Define standards for open table format adoption, including:
• Business Tool Access Protocols, Drivers, Standards
• Naming Standards, Folder Structures, Cloud Storage Security
• Schema evolution, partitioning, and time‑travel
• Cross‑engine compatibility (Snowflake, Databricks, Trino, Spark, Athena)
• Catalog federation across Horizon, Unity, Glue, and Polaris
• Architect data virtualization patterns to enable logical access to data across Snowflake, Databricks, Oracle, SQL Server, and legacy NAS/file systems without physical movement
• Lead architecture and solutioning for batch applications migrating from legacy platforms (Oracle, mainframe, Unix/Linux ETL, file‑based workflows) to Snowflake/Databricks.

Senior Data Platform Architect – Snowflake, Databricks, Open Platforms, Data Virtualization

• Direct the day-to-day accounting and administration for several client sponsored investment funds
• Account for the day-to-day management of team members and maintenance of assigned activities
• Allocate and coordinate resources and handle personnel related issues
• Ensure queries are being managed in a timely and positive manner
• Ensure appropriate policies and procedures are in place and adhered to by the functional team
• Develop, engage and retain an industry leading workforce
• Prepare and assist with internal reporting activities (risk/compliance, etc.)

Fund Accounting, Officer

• Perform daily reconciliation of securities transactions, cash, positions, Cash & position and stock lending/borrowing activities
• Investigate trade breaks and discrepancies between internal ledgers and external counterparties
• Assigning the breaks to corresponding team to resolve the breaks in timely manner
• Liaise with trading desks, operations teams, and external parties to resolve reconciliation issues
• Ensure timely resolution of counterparty issues including all break types (Rate, Fee, Quantity, Orphan, etc) while keeping management informed of any potential issues
• Utilize reconciliation tools (e.g., DUCO, Equilend, Pirum, etc.) to automate and improve processes

Fund Accounting, Managing Director

Custody Product Development – Core Banking, Interfaces/Integration – AVP

VP, Process Improvement

VP, Process Improvement

Senior Consultant, AVP – Charles River Development

Principal Product Manager – Defensive Engineering Programs, Controls

Staff Perimeter Defense Engineer

Data Analyst, Officer

Cryptographic Agility Surveillance Analyst

Direct Retail and Digital Wealth Associate, AVP

Application Security Engineer – ADR, AVP

Application Security Engineer – Data Analytics, Reporting

Senior Data Platform Architect – Snowflake, Databricks, Open Platforms, Data Virtualization

Fund Accounting, Officer

Senior Associate – Markets Operations, FS Reconciliations