State Street

Consultant

• Serve as a Wealth subject-matter expert within CRIMS implementation and upgrade projects
• Analyze and evaluate requirements while providing product expertise and guidance throughout the project
• Ensure the solution meets the client’s business needs and that the client is prepared to assume ownership and operate the solution after go-live
• Provide assistance to other members of the Professional Services team and proactively develop and share best practices
• Educate clients on the functionality provided by CRIMS
• Advise on best practices regarding the implementation and operation of Charles River solutions and services
• Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions and services
• Document and communicate product improvements as part of client-specific implementation projects or in response to trends in the marketplace
• Contribute to software quality by clearly communicating defects to Technical Support and Product Management
• Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes
• Identify errors and mistakes in documentation and suggest corrections and improvements

Wealth Professional Services Consultant, Officer

Artificial Intelligence

• Establish and operate enterprise-wide governance, risk, and regulatory oversight for Data, AI, and Agentic AI
• Define and maintain enterprise policies, standards, and governance operating model for Data and AI
• Partner with each line of business to define and maintain the target state for Data and AI governance
• Own the enterprise inventory of AI initiatives across AI, GenAI, ML, and Agentic AI
• Act as the single enterprise point of contact for regulators, audit, and external inquiries related to Data and AI
• Monitor adherence to approval processes and continuously improve them to reduce friction and late-stage escalation

SVP, Data & AI Governance and Risk

Analyst

• Responsible for the correct and timely processing of specific activities performed in the areas of Fund Trading Services such as cash and shares reconciliation, reporting, orders management, dividends payment, etc.
• Demonstrating timely and accurate processing at all times in accordance with deadlines, operating procedures and legal regulations.
• Engaging in building an effective working relationship with internal and external clients.
• Supporting day to day running of the team.
• Involvement in departmental ad-hoc projects.
• Involvement in the training and development of other team members if necessary.
• Preparation of various weekly and monthly reports for management review.
• Compiling and categorizing data used for monthly operational metrics.
• Making recommendations for changes to processes and procedures and preparing documentation for review as required.
• Undertaking appropriate housekeeping duties e.g. filing, archiving, carrying out a clean desk policy.
• Taking responsibility for personal development and training.

Transfer Agency Analyst, Italian

Business Development Rep

• Build and execute State Street engagement strategy for the TA products across regions
• Help shape/design product capabilities to expand market share
• Identify new business with existing clients and prospect clients to drive growth
• Serve as State Street’s “face to the market” for Transfer Agency
• Work with global product and operational teams to drive product improvement and innovation
• Increase State Street market reputation as a leader of Transfer Agency and Funds Trading Services products

Managing Director, Head of Transfer Agency Product and Business Development

Accounting Manager

• Review daily cash, position and market value reconciliations including trade capture and pricing
• Assist in the Dealing Date accounting process - providing reporting of the highest quality and accuracy in a timely manner to meet the needs of our clients
• Act as escalation point for junior staff and as the day to day contact point for clients
• Manage workflow, ensuring procedures are up-to-date, providing training to strengthen technical skills, coupled with furthering the soft skills within your team
• Work closely with our colleagues in each of our hub locations, reviewing the output from the fund accountants in those locations
• Work on complex financial instruments such as equities, fixed income, futures options and swaps
• Assist in semi-annual & annual audits
• Be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines

Senior Associate, Fund Accounting Alternatives

• ensure team compliance with operating policies
• monitor quality of service delivered to clients
• track and log issues for quality control
• manage team development and recruitment

Fund Accounting and Administration Officer

Vice President

• Manage and support all aspects of production Charles River IMS systems for multiple clients as part of Charles River Saas Operations and SaaS strategy.
• Provide application administration and support for client production.
• Participate in the development and ongoing refinement, enhancement and continuous process improvement for the services.
• Assistance resolving escalated problems.
• Migration of changes and problem resolutions to production environments.
• Working with vendors as partners to deliver a tightly integrated, seamless service to Charles River Clients.
• Participation in the investigation, implementation, and operation of 3rd party tools to enhance/improve, automate, and streamline the delivery of the services.

VP, Application Infrastructure & Service Management

• Gather requirements and create detailed product requirements, technical requirements, feature specifications, and agile stories
• Define requirements for investment analytics, data models, and data mapping
• Become a subject matter expert for Performance & Analytics applications
• Develop product roadmaps, business cases, project objectives, operating models, product design, product requirements, process flows, and wireframes
• Define and maintain project schedules, milestones, risks, issues, assumptions, dependencies, decisions, architecture, and cross product dependencies
• Collaborate with Product, Technology, Service Delivery, and other internal stakeholders in the development and rollout of new products and product capabilities
• Provide regular status updates and supporting program management reports as needed
• Support product testing including user acceptance testing as well as test case and test data
• Drive product readiness including release notes, documentation, training, and governance activities for new capabilities and enhancements

Performance Analytics Product Development, AVP

Product Manager

• Developing and driving the vision and product strategy
• P&L Management
• Partner with the business to drive revenue and profit growth
• Own product commercials for direct and global custody across the region
• Partner with operations to manage operating costs, drive process improvements and improve cost to serve
• Lead the development and execution of the Europe custody product strategy including ongoing priorities and annual investment decisions
• Identify areas of improvement in the core products
• Explore new business opportunities that help to shorten the chain of custody, drive efficiency and reduce risk
• Participate in Industry groups across the region to drive market leadership and change
• Partner with clients and industry participants to drive and deliver value added products
• Collaborate on commercial topics with key stakeholder and business partners across functions including legal, risk and compliance.

Head of Custody Product Management – Europe

Procurement

• Develop product/service strategy across Market Data categories (Pricing, Reference Data, Index Data, Desktop terminals, Exchange Fees, Research/News)
• Develop vendor strategy aligned with product/service strategy
• Develop preferred list of vendors with the right balance of capabilities and cost
• Partner with businesses to understand their Client and Product strategy
• Optimize spend by analyzing unnecessary demand and using lower cost alternatives
• Identify, initiate, and project manage initiatives to reduce the expense base
• Understand Market Data needs and source products/services from optimal vendors
• Perform direct negotiations on large and complex Market Data agreements
• Provide advice and guidance within Market Data sourcing
• Analyze data to identify opportunities to reduce existing cost base
• Review, negotiate and draft Market Data contracts
• Collaborate with Third Party Risk Management teams to mitigate risks and ensure compliance

Market Data Sourcing and Category Strategy Head – Managing Director

Controller

• Provide end-to-end controllership oversight for Markets activities, including responsibility for the integrity of business unit financial results
• Ensure accurate, timely, and compliant monthly, quarterly, and annual financial reporting in accordance with U.S. GAAP and internal governance standards
• Coordinate closely with Global Accounting Operations, Close and Consolidation teams to ensure an efficient, appropriately designed and well-controlled daily operating and close process
• On an ongoing basis ensure that the appropriate metrics for identifying potential issues are established, monitored and proactively addressed if indications of potential gaps
• Serve as a trusted Finance partner to Markets leadership on new initiatives, product launches, and strategic transactions – ensuring appropriate up front design and implementation for capturing activity in the financials
• Provide accounting guidance on complex activities, including FX trading and securities lending and associated derivative structures, along with partnering in evaluating the capital impact of Markets activity
• Support budgeting, strategic planning, and forecast activities in partnership with FP&A and business stakeholders
• Proactively engage with the business and other functions to identify potential gaps and lead efforts to strengthen, as necessary, those identified areas
• Maintain a robust internal control environment and oversee remediation of findings
• Own accountability for internal and external audit engagement and remediation
• Ensure timely and accurate regulatory and statutory reporting
• Serve as Finance representative on governance committees
• Lead SOX certifications, representation letters, and related attestations
• Lead controllership transformation initiatives impacting Markets
• Partner with Global Finance Center activities, ensuring strong governance and controls
• Proactively engage on Finance systems and change initiatives affecting accounting and reporting
• Lead, coach, and develop controllership teams
• Drive succession planning, performance management, and employee development
• Promote a culture of accountability, risk awareness, and continuous improvement

Business Unit Controller, VP

Onboarding Specialist

• Take full ownership of a pipeline of client onboarding events (ex: Separate Account launches and changes, Glidepath mandates, Collective Investment Vehicle fundings, Advisory relationships), focusing on delivering a positive experience by meeting and exceeding client expectations
• Work directly with clients, consultants, OCIO providers, and other external stakeholders to successfully guide each deal through the event lifecycle
• Cultivate positive relationships with internal partners including Relationship Managers and Account Executives, Legal, Operations, KYC, Portfolio Management, and Billing, encouraging collaboration and positive onboarding event outcomes
• Keep a diligent awareness of business risk and ownership of issues when they arise

Client Onboarding Manager, AVP

Client Services Representative

• responsible for managing medium to large sized clients
• support Vice Presidents or Senior Vice Presidents with complex relationships
• ensure superior client satisfaction
• proactively identify client needs and internal issues
• work closely with internal teams and clients
• develop and present fee proposals to VP or SVP
• manage conversion/start-up of new client relationships

Assistant Vice President, Operations Client Service

• Gather, analyse, validate, and document business and system requirements for Chorus BPM and Blue Prism RPA applications in collaboration with business users, product/process owners and developers
• Facilitate requirements walkthroughs, design discussions and solution validations with technical and non-technical stakeholders
• Support change impact analysis and ensure alignment with business objectives and operational processes
• Work closely with developers throughout the delivery lifecycle to ensure requirements are understood and implemented correctly
• Support testing activities by reviewing test scenarios, validating outcomes and coordinating defect resolution
• Contribute to solution design decisions, ensuring scalability, maintainability and operational readiness
• Act as a senior point of contact for production issues, analysing incidents and identifying root causes in collaboration with technical teams
• Maintain and improve support documentation, system knowledge and operating procedures
• Own and manage the reporting solution within the Chorus BPM application, including maintenance and development of reporting portals used by operational teams
• Design, prepare and deliver operational and management reports based on agreed requirements, ensuring accuracy, consistency and usability

Senior Business Application Analyst

• Managing a client implementation program globally to onboard the client to State Street’s Alpha platform
• Representing State Street Alpha and presenting to clients on the testing journey, testing standards, and managing overall expectations at the onset and during the implementation
• Financial planning and resource management for the testing team including estimation, budget to actual, and change management
• Strategic thought leadership and active engagement in end-to-end implementation delivery model
• Senior client and internal stakeholder management
• Managing a global testing team of functional and automation testers who design, plan, and execute testing for all in scope workflows, data models/flows, and the overall platform architecture
• Adoption and continuous improvement of best practices and testing standards
• Managing creation and delivery of internal and client facing documents (client proposals, playbooks, test automation, test plans)
• Leading the planning and execution of all testing activities and providing regular status updates to senior leaders