JOB LOCATION: Hybrid Boston, MA
WAGE RANGE*: 40 -45/hour
JOB NUMBER: 214612-1
REQUIRED EXPERIENCE:
1) Investment Operations Experience,
2) Project Management Skills and
3) Analytical skills and Critical Thinking to derive resolutions.
Nice to have"
1) Client Facing Experience;
2) Investment Knowledge and
3) Strong Communication Skills
JOB DESCRIPTION
Lead the planning, coordination and execution of client and product events at State Street Global Advisors (SSGA) across multiple global regions including:
* Client fundings for separate accounts and commingled funds
* Client mandate changes
* Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products
* Client and Fund liquidations and terminations
* In-kind contributions and withdrawals
* Custodian and Recordkeeper changes
* Contractual review including comments and approvals
* Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes
* This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event
* Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed
* Make adjustments to plan and execution, depending on external needs and internal business policies and standards
* Participate in or lead projects aimed at continually improving the firm's overall business processes
* Own, along with the Investment team, the process of implementing a client event from an investment perspective
These skills will help you succeed in this role:
* Minimum 10 years' experience in the investment management field with specific focus on investment operations and investment experience
* Deep understanding of complex investment issues, processes and vehicles and how these relate to client events
* Strong desire to continuously improve industry and investment knowledge
* Strong project management skills
* Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints
* Ability to build and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and optimally interact with all levels of an organization
* Ability to take a leadership role in the decision-making process and bringing parties to a consensus
* Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives
* Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives
* Consistent track record of successfully leading client events
* Excellent written & verbal communications and presentation skills
* Great teammate with a positive attitude
* Bachelor's Degree required, with a CFA/MBA or equivalent experience preferred
This person should have a strong investment operations background, as well as financial service industry knowledge. The candidate should have 10+ years of industry experience in Investment
*Hybrid - 3 days in office
Someone that is flexible and able to multi-task and efficiently manage their time. Every day is different, there are not daily tasks that are completed at a set time. The scope of the client onboarding event or task dictates the employees day. This role would involve communication and coordination of global client onboarding events, which include system setups, communicating with internal and external stakeholders and obtaining readiness signoffs for applicable parties.
Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities
* While an hourly range is posted for this position, an eventual hourly rate is determined by a comprehensive salary analysis which considers multiple factors including but not limited to: job-related knowledge, skills and qualifications, education and experience as compared to others in the organization doing substantially similar work, if applicable, and market and business considerations. Benefits offered include medical, dental and vision benefits; dependent care flexible spending account; 401(k) plan; voluntary life/short term disability/whole life/term life/accident and critical illness coverage; employee assistance program; sick leave in accordance with regulation. Benefits may be subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions.
