Officer, Alternative Investment Solutions Loans Unit
State Street
full-time
Posted on:
Location Type: Office
Location: Quincy • Massachusetts, New Jersey, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $115,000 per year
Job Level
JuniorMid-Level
About the role
- Deliver high quality service delivery to clients across all Regions/Service functions
- Manage internal workflow and client deadlines
- Assist Senior mgmt in the implementation of a new Global Operating Model
- Manage and develop relationships with clients and vendors
- Ensure the team are meeting deadlines and delivering on processes daily
- Maintain cash and Position reconciliations
- Identify any unusual or potentially suspicious transaction activity
Requirements
- Degree in Accounting or Finance or Business-related area (minimum 2.2 honors degree)
- ACCA/CIMA/ACA/CPA qualified, or part qualified an advantage
- A minimum of 2+ years’ experience at management level
- In depth knowledge of Private and Syndicated Loans, Notes, Private Bonds
- In depth knowledge of processing functions: Trade intake, Settlements, Lifecycle Events, complex restructures
- Strong knowledge of Geneva for the product set in scope
- IT Literate
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible working hours
- Employee Assistance Program
- Annual performance-based awards
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
cash reconciliationposition reconciliationtrade intakesettlementslifecycle eventscomplex restructuresprivate loanssyndicated loansprivate bondsfinancial analysis
Soft skills
service deliveryrelationship managementdeadline managementteam leadershipclient managementworkflow managementcommunicationorganizational skillsproblem-solvingattention to detail
Certifications
ACCACIMAACACPAdegree in Accountingdegree in Financedegree in Businesspart qualified ACCA/CIMA/ACA/CPAfinancial certificationsmanagement certifications