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Front Office Support SME – Assistant Vice President
State StreetInvestment Management Operations expert managing client services at State Street. Leading operational support and client onboarding initiatives in a collaborative environment.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Investment Management operational support, with strong Front Office expertise and proficiency in Charles River (CRD) and Middle Office IBOR systems. Capable of leading transformation initiatives while effectively communicating and collaborating with clients and teams.
Highest-signal resume keywords
Investment Management Operational SupportCharles River (CRD)Middle Office IBOR RecordkeepingSQL CodingClient Facing & Presentation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Investment Management Operational SupportCharles River (CRD)Middle Office IBOR RecordkeepingSQL CodingMicrosoft Office
Soft Skills
Strong Written CommunicationStrong Verbal CommunicationTeam OrientedAdaptabilityLeadership
Tools & Technologies
CRIMSOrder Management Systems (OMS)Accounting Platforms
Industry Keywords
Front OfficeBest PracticesOperational ControlsClient MigrationEuropean Languages
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Act as primary contact point for the client's Front Office team, triaging issues and ensuring they are resolved
- Using CRIMS and excellent communication skills to provide a technical support service to clients requiring assistance with the front office systems
- Maintain industry knowledge for suggestions on implementing standard methodologies and improving processes
- Take ownership of BAU issues across the Front and Middle office to resolution, engage teams as needed to maintain accuracy of Clients’ Order Management Systems (OMS) and Middle Office IBOR recordkeeping systems
- Lead and manage the investigation and resolution of queries, bringing them together from a client support perspective
- Collaborate with other teams to share approaches, develop best practices and improve team capabilities both pre and post client migration
- Interact with the clients regionally and globally as needed to ensure the deliverables are met, participate in weekly / monthly service review meetings as required
- Manage the documentation of new or update existing operation controls and procedures
- Track client feedback/requests and incorporate in FOS road map
- Help standardise strategic solutions and best practices across clients for economies of scale, working with Global Delivery business units to assess and streamline processes in order to mitigate risk, cost or service issues and generate efficiencies
- Act as a resource taking a leadership role in transformation and growth initiatives
Requirements
What you’ll need- 10+ years of Investment Management operational support experience
- Strong Front Office expertise
- Charles River (CRD) and Middle Office IBOR recordkeeping system experience essential
- Relevant degree in Economics or similar field
- Strong written and verbal communication skills
- Excellent client facing & presentation skills
- Motivated and team oriented individual who possesses the ability to work in an energizing environment while handling multiple tasks
- Capable of adapting and leading through change
- Proficient with Microsoft Office, SQL coding and accounting platforms
- Knowledge of additional European languages like German or Dutch will be considered a plus.
Benefits
Comp & perks- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Vibrant employee networks