State Street

Financial Planning and Analysis

• Account for the day-to-day management of a functional team(s) and manage daily service delivery and production activities performed by staff
• Primary contact and key escalation point for operational issues, provide technical expertise to resolve daily problems
• Act as primary contact and escalation point for operational issues
• Manage and escalate issues related 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 compiles related documentation, assisting with the coordination and development of the agenda and may attend meetings to record notes and action items
• Identify and implement consistent operational best practices
• Assist with compliance/fiduciary reviews and audits
• Train, develop and motivate new staff, complete performance appraisals
• Provide coaching and development opportunities to staff, participate in individual on-going training and development
• Provide technical expertise to resolve daily problems
• Serve on committees
• Help define and implement new company initiatives
• Be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures
• Other duties as assigned.

Alternative Investment Services Officer – Bank Loans Operations

Full-stack Engineer

• Design & Develop SSGM-Secured Financing applications using AWS and Databricks
• Ability to drive change through collaboration, influence and demonstration of POCs.
• Responsible for all aspects of the software development lifecycle, including design, coding, integration testing, deployment, and documentation.
• Work collaboratively within an agile project team
• Follow best practices and coding standards
• Grow your personal skillset

VP, Software Engineering and Development

Product Designer

• Drive end-to-end design for State Street's financial products, ensuring cohesive UX
• Conduct user/product research, translate insights, and create user-centric solutions tailored to financial professionals
• Deliver high-fidelity designs, prototypes, and wireframes for complex financial interfaces
• Partner with product managers, engineers, and financial experts at State Street, defining requirements
• Analyze data and iterate on designs for improvement, with a focus on accuracy and security
• Foster design excellence within the context of financial design
• Research technology and industry trends that can enhance State Street's product offerings, including exploring how the benefits of AI can be integrated into design practice and product solutions
• Present design concepts to stakeholders that advocate for effective user solutions
• Manage design projects to successful completion within State Street's regulatory environment
• Perform user research: interviews, surveys, usability testing, and data analysis, with experience in financial user research preferred
• Run design thinking or ideation sessions with business teams to gather meaningful data
• Develop interactive prototypes with Figma, Principle, Axure, or similar
• Structure and organize content, especially for complex financial data
• Apply typography, color theory, layout, and visual hierarchy, with an understanding of data visualization
• Help design and maintain component libraries with the State Streets Design System team

VP, Product Design

Security Engineer

• Develop and execute State Street’s global strategy for secure AI and data protection
• Lead the identification, assessment, and mitigation of risks across enterprise data security
• Champion security-by-design principles in technology initiatives
• Develop a comprehensive data protection strategy with actionable controls
• Establish and mature threat modeling practices for AI
• Oversee data protection for AI/Generative AI initiatives

Head of AI Security – Data Protection

Application Engineer

• Help build DevSecOps & AppSec Strategy
• Partner with Engineering teams to implement DevSecOps and AppSec principles
• Assist application teams with onboarding security tools
• Triage GenAI models security scanning and remediate vulnerabilities
• Deliver and communicate reporting via dashboard and metrics
• Develop and maintain application security and DevSecOps documentation
• Assist in audit processes and provide documentation for closing findings
• Continuously improve DevSecOps and application security processes and tools
• Provide technical support for projects through to completion

Application Security Engineer

Vice President

• Design and architect the vision of a new, bottoms-up liquidity reporting infrastructure to support broader GLM and Treasury mandate, inclusive of model implementation, reporting user interfaces and building analytical capabilities
• Design and development of our next generation liquidity calculation engine
• Supporting end-to-end implementation of business requirements, inclusive of User Acceptance Testing to validate implementation against business needs
• Developing processes and controls ensuring timely, complete and accurate outputs aligned with internal and external requirements
• Collaborating closely with technology and data teams to ensure reporting solutions are scalable, sustainable, and aligned to GLM priorities
• Driving change through collaboration, influence, and demonstration of POC’s
• Collaboration with business and IT leaders, and other stakeholders to execute data governance best practices

Liquidity Implementation, AVP

Accounting Manager

• Supervise staff including Associate 1, Associate 2, and Senior Associate Staff
• Manage internal workflow and client deadlines
• Manage client relationships and liaising with client personnel daily
• Review quarterly and annual financial work paper packages and financial statements
• Review and/or prepare complex fee calculations and management fees

Private Equity Officer, Fund Accounting & Administration

• Preparation, analysis and reporting of investment and fund performance data for global real estate funds
• Maintaining the general ledger for various fund entities
• Preparing supporting work papers for financial statements
• Analytical review of monthly/quarterly investment and fund performance data
• Preparing management, annual and incentive fee calculations

Senior Associate, Real Assets Fund Accounting and Administration

• Maintaining the general ledger for various fund entities
• Preparing supporting work papers for financial statements, portfolio schedules and capital account allocations
• Preparing financial statements and footnote disclosures
• Analytical review of monthly/quarterly investment and fund performance data
• Reviewing and/or preparing of capital calls, distributions and bank reconciliations
• Preparing management, annual and incentive fee calculations
• Preparing various client correspondences
• Calculating waterfalls and capital account allocations
• Special projects as requested

Senior Associate, Private Equity Fund Accounting & Administration

• Supervise staff (including Associate 1, Associate 2, and Senior Associate Staff)
• Manage internal workflow and client deadlines
• Manage client relationships & liaising with client personnel on a daily basis
• Maintain good working relationship with all client contacts including investment professionals, investors, auditors, lawyers, and banking personnel.
• Review quarterly and annual financial work paper packages including portfolio schedules, accruals, and partner capital allocations
• Review quarterly and annual financial statements and footnotes and coordinating annual audits
• Review and/or prepare complex fee calculations, management fees, waterfall and capital account allocations etc.

Fund Accounting & Administration, Officer

• Manage a growing team of financial services professionals
• Allocate income to investors and process capital events
• Review and approve net asset value reporting
• Lead onboarding and launch of new funds
• Ensure adherence to internal policies and compliance
• Design technology solutions for complex reporting requirements
• Identify cross-sell opportunities

Assistant Vice President, Fund Accounting & Administration – Private Equity

Business Analyst

• Responsible for partnering with GlobalLINK, Engineering, FX, and Markets stakeholders to understand, analyze, and document business and technical requirements for GL Pay.
• Manage GL Pay workstreams across engineering, onboarding, product, QA, and core corporate functions.
• Work with GlobalLINK and Markets product managers, FX SMEs, engineering leads, onboarding teams, and clients to create detailed business and functional requirements for GL Pay enhancements and integrations.
• Translate business needs into clear user stories, acceptance criteria, workflow charts, sequence diagrams, and screen mockups.
• Partner with Engineering & QA to define and review test cases, participate in sprint planning, validate system behavior, and ensure features meet defined business needs.
• Track, manage, and resolve defects during UAT and production phases; support release readiness and post‑release validations.
• Document and track production incidents, ensure appropriate escalation paths, monitor resolution progress, and contribute to post‑implementation reviews.
• Maintain GL Pay documentation including workflow diagrams, operating models, requirements, release notes, and implementation guides.
• Monitor workstream progress, identify risks or blockers, publish progress updates, and recommend mitigation actions.
• Communicate and collaborate effectively across FX, Markets, Engineering, Risk, Legal, Operations, and platform teams (Fund Connect, TradeNexus, FX Connect).
• Facilitate structured reviews of project plans to ensure timelines are met, scope is clearly communicated, and decisions are documented.
• Display a culture of individual ownership and accountability.
• Demonstrate the highest standards of the Code of Conduct in day‑to‑day behavior.
• Provide timely and accurate management information to support decision‑making.
• Support a strong Risk Excellence culture across GlobalLINK and Markets.
• Adhere to delegation limits, documentation standards, and required escalation procedures to ensure compliance with internal and external obligations.

Vice President, Business Analyst

• Supervising all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP)
• Managing client relationships with both client personnel and fund investors
• Reviewing quarterly and annual financial work paper packages including portfolio schedules, accruals and PCAP allocations
• Reviewing quarterly and annual financial statements and footnotes
• Review and/or preparation of annual tax work paper packages
• Review and/or preparation of capital calls and distributions, including notices and release merged documents
• Reviewing monthly bank reconciliations and post journal entries
• Reviewing quarterly management fee calculations
• Review and/or preparation of various client related correspondence
• Work with database team regarding client deliverables such as financial statements, capital calls and distribution notices
• Heavy client interaction on a daily basis
• Coordination of annual audit and tax return preparation with Big 4 accounting firms
• Review and/or preparation of waterfall and capital account allocations
• Understand how to navigate through limited partnership agreement
• Review and/or preparation of estimated tax workpapers
• Maintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnel
• Ensure compliance with investment fund legal documents, i.e. partnership agreement
• Assist accounting managers to ensure compliance with investment fund agreements and other legal documents
• Special client projects
• Manage internal workflow and client deadlines
• Identify any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures

Vice President, Private Credit Fund Accounting and Administration

• Responsible for the preparation, analysis and reporting of performance investment data for global real estate funds
• Supervising all lower level staff
• Manage client relationships with both client personnel and fund investors
• Review quarterly and annual financial work paper packages including portfolio schedules, accruals and PCAP allocations
• Review quarterly and annual financial statements and footnotes
• Coordination of annual audit and tax return preparation with Big 4 accounting firms

Real Assets Fund Accounting, Administration, Officer

Manager

• Ability to create executive-level presentations with experienced in written communications for executive reviews
• Ability to demonstrate strategic mindset by analyzing data and presenting it a manner that satisfies needs of stakeholders across all levels of the organization including senior management
• Proficient in independently defining and implementing strategy with mastery of both written and oral communication and be able to negotiate and handle difficult situations effectively
• Must be analytical in problem-solving and decision-making and be comfortable in defining and implementing data driven decision-making processes
• Individual contributor handling own set of deliverables with additional ability to manage small team of individual contributors
• Overcomes obstacles by self-identifying alternatives, developing useful multiple alternative solutions concurrently, and converging on a selected alternative once obstacle has been cleared
• Drive and assist to successfully plan, manage and execute the priorities and a variety of initiatives defined for the business unit