State Street

Implementation Specialist

• Troubleshoot and resolve complex Investran and SQL issues
• Ability to install and configure the vendor application (Investran) in a 3-tier architecture
• Collaborate with the development team to identify and fix bugs and issues in the Investran system
• Write and maintain scripts to automate tasks and improve system performance
• Apply Investran patches and perform Investran upgrades
• Assist with migrating clients/funds from other platforms into Investran
• Document new processes and define requirements for enhancements to Investran functionality
• Assist in comprehensive testing and manage the acceptance testing process
• Provide subject matter expertise to the level I and level II user support teams

Application Development/Implementation Specialist, AVP

Accounting Manager

• preparation, analysis and reporting of investment and fund performance data for global real estate funds and affiliated entities
• 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
• Ensuring compliance with legal documents
• Maintaining working relationship with all client contacts, auditors, tax, lawyers and banking personnel
• Be part of Special projects as requested

Senior Associate, Real Assets, Fund Accounting & Administration

Backend Engineer

• Supports customer post-go-live of the Charles River Investment Management Solution (CRIMS) product
• Defines new client requirements, configuring and tuning the application to the client’s business and technical needs
• Tests technical workflows and resolves issues
• Liaises with Charles River Support team and Product resources to troubleshoot application issues and to determine the optimal technical solution
• Leads and manages multiple technical initiatives, potentially on multiple tasks simultaneously
• Develops with a result-driven approach while maintaining tight schedules
• Participates in functional and technical requirements gathering and review
• Creates, tests, and corrects inbound and outbound interfaces
• Collaborates with team members including business analysts, project managers, and customer staff
• Serves as a technical expert in implementation or supporting projects

Front-Office, Buyside Post Production Technical Support Specialist – API, ETL Tool Usage, Java, C#

Financial Planning and Analysis

• Manage relationships and communications with lead market makers, liquidity providers, and authorized participants regarding pricing and trading of SPDR ETFs
• Improve ETF market quality - leading to better execution quality for investors by collaborating with ETF lead market makers, authorized participants, and internal stakeholders to drive enhancements to product structure and creation/redemption processes
• Develop and enhance SPDR’s market quality monitoring technologies
• Take a leadership role in driving US CMG’s key technology initiatives, working across all stakeholder groups and subject matter experts to effectively manage the process and outcome of each project
• Drive and lead the data analysis and reporting needs for the Capital Markets team, including buildout and maintenance of databases for trading volumes, partner data and metrics used by the team – responsible for providing this data, specifically curated for Select Sector ETFs, to the Select Sector Sales & Research Strategists teams in support of expanding reach, brand awareness, and driving organic growth
• Provide input for daily and weekly commentaries on market quality and liquidity trends
• Take leadership role in oversight of our Authorized Participant Oversight Program, incorporating oversight of Select Sectors ETFs into the program, and managing & coordinating the transition of existing AP Agreements for Select Sectors to SSGA Funds Distributor
• Deliver analytical insights and data to help support regulatory affairs & due diligence questionnaires
• Assist in projects and working groups, both internal and external, related to the development of innovative ETFs, the evolution of the ETF structure, and enhancements to the ETF creation/redemption mechanism
• Assist in our business development efforts with market makers, broker-dealers, and exchanges
• Develop, execute, and manage policies and procedures related to all aspects of a Transfer Agent for Select Sector ETFs

ETF Capital Markets Specialist, VP

Vice President

• Own the end-to-end product lifecycle for multiple components of the wealth custody and clearing platform, from ideation and design through launch, enhancement, and sunset.
• Support the buildout of new product capabilities, examples include trading, rebalancing, account onboarding, cash management, performance reporting, fee-billing, and advisor/client-facing tools.
• Drive the integration of third-party solutions, APIs, and fintech partnerships to expand platform capabilities and accelerate time-to-market.
• Champion the adoption of AI and advanced analytics to enhance product features, automate workflows, and optimize client and advisor experiences.
• Work closely with internal engineering teams to prioritize product features, manage development sprints, and ensure alignment between product vision and technical execution.
• Manage third-party product roadmaps, collaborating with external partners to ensure deliverables are aligned, delivered on time, and within budget.
• Collaborate with technology, operations, compliance, and business development teams to deliver scalable, secure, and compliant solutions.
• Monitor industry trends, competitive landscape, and regulatory developments to ensure our platform remains innovative and differentiated.
• Engage with clients, advisors, and partners to gather feedback, validate product concepts, and drive continuous improvement.
• Prepare presentations for executive leadership, boards, and external stakeholders on product vision, strategy, and performance.
• Foster a culture of innovation, agility, and accountability within the product organization.

Wealth Custody & Clearing – Product AVP

• Provide functional oversight and governance of SSI and static data setup processes for the client business
• Act as a primary escalation point for complex setup issues, high-risk changes, and client-impacting events
• Ensure strong control framework across setup, approvals, maker-checker, and post-setup validations
• Partner with client operations, client service, and relationship management to drive service excellence
• Lead process improvements, automation initiatives, and defect reduction efforts
• Oversee regulatory, audit, and risk deliverables, ensuring timely and accurate responses
• Drive SOP standardization, documentation, and training across teams
• Support new fund launches, market expansions, and product onboarding for client
• Provide people leadership, including coaching Officers, performance management, and capacity planning
• Collaborating with Technology and Data teams on strategic enhancements and platform changes

Middle Office AVP

Analyst

• Lead a team of Product Owners/Product Developers in the design, development, testing and implementation of new alternative products.
• Collaborate with cross-functional teams to ensure product viability and market fit.
• Conduct market research to identify trends and opportunities for new products.
• Engage with clients to understand their investment needs and preferences.
• Provide expert advice and solutions to clients regarding alternative investments.
• Oversee the entire product development lifecycle from concept to launch.
• Ensure projects are completed on time, within scope, and within budget.
• Coordinate with internal and external stakeholders to ensure successful product delivery.

Alternatives Development and Solutioning Analyst – Assistant Vice President

Systems Engineer

• Act as Level 2 support for operational issues related to Charles River IMS applications
• Participate in regular client calls to provide updates, clarify queries, and maintain strong client relationships
• Manage Business Continuity (BC) and Disaster Recovery (DR) processes, including annual DR testing
• Configure and maintain interfaces for upstream/downstream data flows
• Oversee connectivity, testing, and post-go-live support
• Own and monitor automated batch jobs
• Implement proactive monitoring for application errors
• Perform import/export troubleshooting, patching CRIMS applications, and production change deployments
• Automate database refreshes from Production to Test
• Collaborate with CRD Professional Services, Product Support, and Engineering teams
• Lead incident management for Sev1 issues
• Design, test, and deploy automated import/export/reporting processes

Primary Systems Analyst

• Lead the oversight of lending agents and ensure the effective execution of State Street’s managed lending programs.
• Deliver regular presentations to Boards of Directors, clearly communicating program performance, risks, and strategic initiatives.
• Cultivate and manage relationships with internal and external governing bodies, including agent lenders, boards, and trustees.
• Collaborate cross-functionally with legal, compliance, operations, investment management, and funds management teams to address regulatory, risk, and control matters.
• Proactively identify and resolve complex issues within the securities lending programs, driving process improvements and stakeholder alignment.
• Respond to regulatory and audit inquiries with diligence and professionalism.
• Design, implement, and continuously enhance governance processes and business controls.
• Take ownership of the business control environment, ensuring best practices and robust documentation.
• Contribute to product and business development initiatives, supporting the growth and commercialization of the securities lending platform.
• Mentor junior team members and champion firmwide culture initiatives.

Securities Lending Global Oversight Manager – Vice President

Risk

• Provide independent oversight of balance sheet interest rate risk (IRR), including identification of risks and drivers, establishment and maintenance of risk limits and other risk controls, measurement and analysis of risks, and monitoring and reporting of risks, including validation of data and risk calculations
• Perform independent assessments of the overall accuracy, effectiveness, and reliability of the balance sheet interest rate risk management framework
• Participate in special projects and review business strategies and new business initiatives to ensure business objectives are met within the firm’s overall risk appetite
• Review, challenge and report the firm's balance sheet interest rate risk profile and changes timely and accurately
• Develop interest rate risk limits, policy, guidelines and operating procedures, according to regulatory requirements and industry best practices
• Develop and/or improve interest rate risk measurements and methodologies to capture all key risk factors as market condition changes and for new business initiatives
• Oversight of risk capturing of client's deposit behaviors and impacts to NII and EVE
• Recommend and/or review risk measurement overlay if needed
• Review and challenge of CCAR and quarterly stress testing results and perform risk attribution analyses
• Oversight of underlying assumptions of QRM system implementation and their impacts to risk metrics results
• Prepare analyses, reports and data for senior management, audit, regulatory communication and exams, and rating agency requests
• Collaborate with the Modelling and Analytics team in implementation of risk metrics and models
• Support risk and/or regulatory projects and remediation as required; independently driving forward assigned tasks

Treasury Risk Manager – Vice President

• Lead and manage the investment risk oversight process for our equity book of business
• Own the measurement, quantification and communication of market risk exposures
• Create and present key risk summaries to senior management on an ongoing basis
• Participate in strategic initiatives and special projects, in collaboration with the first line and strategic partners
• Suggest methodologies for improving portfolio risk analytics and overall risk framework
• Undertake unsupervised research on areas of risk management
• Collaborate with colleagues within the global organization in the design and implementation of policies, procedures and processes for the investment risk program

Head of Equity Risk Management – Vice President

Compliance

• Responsible for delivering the advisory Compliance Program for the business units in scope
• Supporting the successful and timely completion of oversight program
• Providing regulatory advice for the product suite of Markets and the marketing thereof across the EU and into overseas jurisdictions
• Reviewing and assessing the impact of new regulations

Vice President, Markets Compliance Officer

• Drive and coordinate the strategic positioning of State Street in the region
• Ensure the regulatory compliance with all respective regulators in the region
• Manage all country heads in the region and oversee all functions and businesses in the region
• Work with the CCO in developing the regional revenue growth strategy
• Create a sense of urgency, focusing intensely on clients and prospects
• Lead and develop Sales, Relationship Management and Client Service teams
• Ensure strategic alignment between sales effort and long-term business goals
• Build and maintain deep strategic relationships with clients and targets
• Pro-actively lead significant deals
• Identify prospects and implement sales strategies to meet aggressive net revenue growth targets

Head of Asia Pacific – Executive Vice President

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 and quality assurance
• 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.) and assist team members with the same;
• 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, and/or agreed targets for quality assurance reviews, escalating when required
• Complete and validate enhanced due diligence on high risk customers / accounts
• Perform EDD monitoring and PEP analysis as required
• Perform 4-eyed quality assurance checks of KYC records for accuracy / completeness before verification;
• Within quality assurance responsibility validate that State Street AML Policies, Standards & Procedures with respect to CIP / CDD are adhered to and that KYC Specialist conclusions are clear, complete and supported by necessary documentation, information and screening results
• Attend, participate and assist in facilitating AML awareness training sessions across the team to continue to enhance the quality of deliverables
• Ensure all assigned tasks are correctly maintained on designated tracking / reporting tool
• Provide updates to stakeholders upon request
• 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
• Support ad hoc and/ or strategic projects as required
• 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 Senior Specialist, Associate 2

• Responsible for the day-to-day activities to execute specified development programs, collaborating with client-facing teams, product teams, global delivery (operations) teams, and technology teams to ensure successful outcomes.
• Create and manage detailed development plans & roadmap, coordinating requirements gathering, translating requirements into actionable tasks, and participating in the agile development process.
• Lead the testing and roll-out of new capabilities, ensuring that all deliverables meet quality standards and client expectations.
• Manage multiple projects simultaneously, adapting to changing priorities and ensuring seamless execution across all initiatives.
• Work closely with stakeholders to understand their needs, provide regular updates, and ensure alignment with project goals.