Officer, Bank Loans Operations – Alternative Investment Services

State Street

Officer responsible for managing functional teams and daily operations in Custody and Fund Accounting. Collaborating with staff on service delivery and technical resolution.

Posted 4/16/2026full-timeQuincy • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $122,500 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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)

ATS Keywords

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Applicant Tracking System Keywords

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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