State Street

Operations

• Support the day to day operational tasks of the Investment Operations Team
• Collaborate with multiple sub teams within Alpha Operations
• Monitor assigned accounts for issues associated with cash, settlements, ad-hoc processing, and client reporting
• Perform pre/post cycle reviews to support client queries
• Handle and resolve issues involving all operational and various IT areas
• Manage and train junior staff

AVP, Operations

Product Manager

• Define and execute the multi-year Private Credit product vision aligned to Alpha strategy
• Establish scalable operating models across the private credit lifecycle
• Drive client adoption and revenue growth within the private credit segment
• Partner with Sales, Coverage, and Implementation to support commercialization
• Own the end-to-end private credit domain strategy across origination, portfolio management, servicing, and reporting
• Ensure platform capabilities support institutional investment decision-making, risk oversight, and performance transparency
• Align private credit workflows with enterprise investment book of record and servicing environments
• Establish scalable frameworks that accommodate diverse credit strategies and structures
• Partner with CRIMS and Alpha leadership to enable total portfolio transparency
• Ensure private credit capabilities integrate with custody, fund administration, and reporting services
• Support data governance, control, and regulatory alignment consistent with State Street standards
• Embed operational resilience and regulatory awareness into product design
• Maintain strong governance and documentation standards

Lead Product Manager – Private Credit

Financial Planning and Analysis

• The IS CAO reports to Investment Services Chief of Staff, and plays a critical role in the daily management of any and all administrative aspects of Investment Services Organization (IS).
• Responsible for all daily support to IS businesses to execute against its strategic and tactical initiatives, providing operational and administrative leadership at the heart of the organization.
• Acts as representative / proxy for the IS Chief of Staff or the Head of IS on necessary committees.
• Manages key strategic messaging to all partners, in conjunction with Internal Communication partners.
• Responsible for leading critical strategic initiatives, including the expense saving initiatives and the headcount budget and approval process.
• Manages the administration, scheduling, and content coordination / creation for all standard senior executive forums for which the Unit Head is the lead or chair.
• Manages strategic, tactical, and ad-hoc projects.

Investment Services CAO, MD

Human Resources

• Lead end‑to‑end delivery of APAC Benefits Operations, ensuring accuracy, timeliness, and consistent adherence to quality standards.
• Own the responsibility for assigned HR operational processes—managing tracking, prioritization, and closure within agreed timelines.
• Ensure all statutory compliance activities are completed accurately and in line with regulatory due dates; proactively plan to mitigate compliance risks.
• Coordinate with stakeholders to gather and validate data required for submissions, ensuring completeness while minimizing rework.
• Manage Tier‑3 queries for India and APAC with a focus on accuracy, customer experience, and SLA compliance.
• Uphold operational discipline across BAU activities by consistently meeting SLAs and KPIs for APAC markets.
• Maintain high levels of data integrity, confidentiality, and policy compliance in all HR processes.
• Provide clear, professional responses to queries received through group mailboxes and ensure appropriate routing and closure.

Senior Associate, HR Delivery

Vice President

• Lead and/or perform the execution of specified Investor Servicing and Private Fund development programs
• Create development plans , manage development execution , coordinate requirements gathering , translating and participating in the agile development process, testing and roll-out of capabilities
• Facilitate program governance including compliance with policies, best practices, oversight of issues, risks, audit and compliance items in support of program reporting
• Participate as product owner or assigned role for agile development programs including organizing program, status tracking, execution status meetings, issue escalation/resolution, and communicating status to internal and external stakeholders
• Participate in development of transition plans to migrate new capabilities into our operating model; and address the administrative aspects of establishing the product or service offering
• Collaborate with other teams to share approaches, develop best practices and improve the team’s capabilities to successfully execute and deliver new capabilities or better serve clients

Private Markets Product Development Lead – Wealth & Investor Services

Director

• Responsible for creating and managing a referenceable client base within the region
• Manage Delivery Directors and their teams of consultants
• Work with sales leadership to develop business through positioning and selling services
• Interface with existing and prospective clients and internal divisions
• Achieve Implementation Services group revenue goals and utilization targets
• Complete project reviews and resolve implementation issues
• Serve as liaison to Sales, R&D and other departments
• Continuously improve implementation practices and procedures

Managing Director – Professional Services

Client Services Representative

• Daily servicing of the account, SLA requirements etc.
• New services and/or changes to service and associated billing adjustments
• Escalation of service Issues and/or performance concerns
• Coordinating Standard KPI and Service Level Meetings
• Acting as the client’s sponsor when working with internal State Street teams
• Query resolution
• Periodic compliance processes including Year End co-ordination, AML reviews, FTOP reviews etc.

VP, North America Asset Manager Client Services

• Lead data analysis, workflow design, requirement gathering for transformation and automation solutions
• Develop and prioritize project tasks for the application development teams
• Oversee and liaison between the business and the technology teams
• Define system scope and objectives based on business users’ needs
• Evaluate and do feasibility studies of software development
• Implement Agile Software Development Methodology
• Develop project plans, specifying goals, risks, contingency plans, etc.
• Identify and schedule project deliverables and milestones
• Manage various stages of the on-boarding lifecycle (solution design, integration and testing, implementation and BAU hand over)
• Contribute to the definition of a standard implementation framework and continuous improvement of the model to drive efficiencies as adoption increases
• Manage and support various client implementation events across various regions

Vice President – Technical Product Development, Data Integration

Executive Assistant

• Independently manage and optimise the Country Head’s calendar, coordinating complex meetings with senior internal and external stakeholders
• Manage end‑to‑end travel arrangements involving complex, multi‑party logistics
• Assess, prioritise and triage matters requiring the Country Head’s attention
• Handle highly confidential information relating to company strategy, client matters and employee issues
• Prepare, reconcile and submit expense reports accurately and on time
• Exercise strong judgment in managing deliverables, resolving issues and prioritising competing initiatives
• Work in close partnership with EAs across business areas and geographies
• Screen and respond to calls, emails and requests, ensuring appropriate resolution or escalation
• Plan and coordinate events, including catering and booking internal and external venues
• Lead and coordinate the India‑based EA team, driving consistent standards

Executive Assistant – India Country Head, EA Team Leader

Financial Crime

• Perform Know Your Customer due diligence in line with applicable AML Policies, Standards & Procedures, prior to account openings and on an on-going basis
• Create KYC profiles in the system of record
• Complete the necessary forms required to support CIP / CDD
• Screen client names and other parties in line with State Street Screening Standards
• Source required CDD documentation independently from various internal and external sources (regulatory websites, company websites, Banker’s Almanac, Lexis Nexis, World Check etc.)
• Cooperate closely with Front Office employees to request all other required CDD documentation from customers
• Validate CDD documentation provided by customers
• Complete Customer AML risk assessments using corporate compliance tools and methods
• Meet agreed KRI / KPI targets for KYC profile reviews, escalating when required
• Ensure all assigned tasks are correctly maintained on designated tracking / reporting tool
• Assist with external regulatory examinations or testing
• Follow the speak up, listen up values - including timely escalation of AML concerns, suspicious activity or any corporate policy breaches
• Notify local management of operational issues
• Attend and participate in AML awareness training sessions to continue to enhance the quality of deliverables
• Support ad hoc and/ or strategic projects as required
• Complete enhanced due diligence on high risk customers / accounts
• Perform EDD monitoring and PEP analysis as required
• Assist team members with sourcing relevant information and documentation required for CIP / CDD completion
• Assist in facilitating AML awareness training sessions across the team to continue to enhance the quality of deliverables
• Act as a KYC subject matter expert; providing technical expertise and guidance to all KYC specialists as needed
• Collaborate and lead conversations with key stakeholders with regards to the execution and accurate tracking of key deliverables from the Global AML Center
• Providing support to the KYC Operations Manager if required
• Act as deputy to the KYC Operations Manager in their absence
• Demonstrate commitment to AML risk excellence through the timely and accurate completion of the firm’s “know your customer” due diligence requirements, including for periodic / event driven reviews and in respect of expected v actual transaction activity review
• Maintain role-specific knowledge of the current anti-money laundering and financial crime risks and issues through completion of the annual AML Academy, and any other financial crime training deemed applicable to the role

KYC Specialist Lead

Risk

• Help manage and refresh portfolio of reporting deliverables
• Improve data foundation
• Build analytical products
• Democratize access to the data via dashboards
• Assist in incident reviews, risk reporting, quality assurance, execution of reviews and analysis
• Improve and automate processes

Risk Management Apprentice – Enterprise Risk Management

• Contribute to ADS / ADP client engagements through data discovery, requirements gathering, and delivery objective definition
• Drive solution alignment activities, including data mapping and clarifying source‑to‑target data flows
• Coordinate with implementation leads and project managers to align delivery plans, milestones, and dependencies
• Partner with broader State Street applications and systems to deliver solutions that meet client data requirements
• Execute testing activities, including data validation, issue investigation, and defect triage
• Collaborate with product, engineering, cloud operations, data operations, and external vendors to deliver agreed outcomes
• Produce inputs for status reporting, risk management, and issue tracking
• Help evolve and institutionalize standard delivery processes and documentation

Business Analyst

• Apply detailed knowledge of business requirements and workflows to assist in product development
• Research and produce business and technical requirement documents
• Work directly with customers and product management team to gather product requirements and develop feature specifications, involvement in all aspects of the software product life cycle
• Partner with development to help develop, implement, and refine features
• Plan and schedule validation tasks; provide hands-on manual tests; develop verification plans and processes
• Provide feedback on product performance
• Review documentation to ensure accurate and complete documentation
• Provide client beta testing support and train personnel on capabilities of new product releases
• Assist with the management of project schedules and deliverables
• Assist implementation and support to resolve escalated client issues
• Actively participate in the Agile software development process by adhering to the CRD Scrum Methodology including attending daily standups, sprint planning, backlog grooming, and retrospectives
• Participate in group testing activities as needed.

Business Analyst, IBOR, AVP

• Design, develop, and maintain data products
• Visualize large data sets and create data pipelines
• Build resilience and execute daily deliverables through incident reviews, risk reporting, and quality assurance
• Improve and automate processes

• Managing and refreshing portfolio of reporting deliverables
• Improving data foundation
• Building analytical products
• Democratizing access to data via dashboards
• Incident reviews, risk reporting, quality assurance, execution of reviews and analysis, improving and automating processes

AVP, Operations

Lead Product Manager – Private Credit

Investment Services CAO, MD

Senior Associate, HR Delivery

Private Markets Product Development Lead – Wealth & Investor Services

Managing Director – Professional Services

VP, North America Asset Manager Client Services

Vice President – Technical Product Development, Data Integration

Executive Assistant – India Country Head, EA Team Leader

KYC Specialist Lead

Risk Management Apprentice – Enterprise Risk Management

AVP

Business Analyst, IBOR, AVP

Risk Management Apprentice – Enterprise Risk Management

Risk Reporting Apprentice – Enterprise Risk Management