Officer, Bank Loans Operations – Alternative Investment Services
State Street
full-time
Posted on:
Location Type: Office
Location: Quincy • Massachusetts • United States
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Salary
💰 $70,000 - $122,500 per year
About the role
- Account for the day-to-day management of a functional team(s) and manage daily service delivery and production activities performed by staff
- Act as primary contact and escalation point for operational issues
- Manage and escalate issues related to CoE’s and other Shared Services
- Manage production activities of Shared Service Associate I, II and Senior Associate
- Coordinate the implementation of new funds, systems and processes
- Assist with client conversions and other client projects
- Organize Shared Service internal meetings, as needed, and compile related documentation
- Identify and implement consistent operational best practices
- Assist with compliance/fiduciary reviews and audits
- Train, develop, and motivate new staff, complete performance appraisals
- Provide technical expertise to resolve daily problems
- Serve on committees. Help define and implement new company initiatives
Requirements
- Equivalent to a BS degree in Finance, Business or related field
- At least 5 years of related Custody and/or Fund Accounting experience, part of which must have been in a management or supervisory capacity.
- Knowledge of securities language and legal requirements
- Good interpersonal, organizational and management skills
- Solid understanding of operational functions within Custody and/or Fund Accounting
- Ability to provide technical expertise to resolve daily problems.
- Demonstrated computer proficiency and working knowledge of various software applications.
- Ability to develop and enhance client relationships.
Benefits
- health insurance including basic life
- medical, dental, vision, long-term disability
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Custody experienceFund Accounting experienceSecurities language knowledgeCompliance knowledgeOperational functions understandingTechnical expertisePerformance appraisalClient conversion assistanceImplementation of new systemsBest practices implementation
Soft Skills
Interpersonal skillsOrganizational skillsManagement skillsTraining and developmentMotivational skillsProblem-solving skillsCommunication skillsTeam managementClient relationship developmentEscalation management
Certifications
BS degree in FinanceBS degree in Business