Address Who we are looking for
A Transfer Agency specialist, at Senior Associate level, to join our Transfer Agency team. You will be responsible for collecting and processing complex data, exercising due diligence as well as reviewing and implementing strict data quality processes. You will also be required to demonstrate a comprehensive knowledge of relevant work processes alongside a broad understanding of related and interfacing activities to provide effective management of Transfer Agency.
This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.
Why this role is important to us
You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.
Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.
What you will be responsible for
You’ll be working within the UK Transfer Agency department and directly reporting to the Line Manager. You will be accurately delivering high quality service both internally and externally by incorporating experience and industry knowledge in the daily workflow:
- Initially you will be a key part of a larger project team in establishing a new Transfer Agency team in the UK. You will have responsibilities for the operational readiness of the new team and be expected to transition to a functional lead role once the project goes live
- Participate in data preparation and review, including but not limited to checking and sign-off during control process
- Assume responsibility for the efficient day to day running of the group acting as a source of technical expertise
- Manage resources to ensure all queries and tasks for all Transfer Agency function are resolved in a timely manner
- Ensure compliance with procedures, policies and regulatory requirements
- Foster an environment where team members are inspired, developed, trained, coached and mentored to bring them to a high standard of knowledge and quality, making use of the Training Pathways provided
- Promote risk awareness, assessment and control within the department
- Communicate relevant information as appropriate up and down the line and escalate where necessary
- Attend and contribute to operational, risk and audit meetings as required, and actively contribute to Transfer Agency wide projects and focus groups, ensuring open communication
- Work closely with the other departments within State Street locally and Transfer Agency Units globally
- Implement and review processes to meet the changing requirements of our clients and improve efficiency
What we value
These skills will help you succeed in this role:
- Proven interpersonal and communication skills
- Strong managerial and cross-functional leadership skills
- Ability to achieve results with the persistence and patience necessary to work effectively with a wide range of internal and external constituents
- Experience working with operational teams to create scale while maintaining a strong control environment
- Expertise in project management and change management; strong execution skills.
- Proven experience in leading transformational change, driving continuous improvement and demonstrating process excellence
- Strong executive presence and influencing skills
- Highly organized with extensive analytical, problem-solving and negotiation skills
Education & Preferred Qualifications
- Master’s Degree in Finance or Economics
- More than 5 years’ experience of analyzing and evaluating complex data
- Transfer Agency / Financial Services experience and detailed understanding of procedures
- Good working knowledge of MS Office suite, especially an advanced level of Excel
- Administrative and business support skills, with the ability to multi-task and to work calmly under pressure
- A clear and analytical methodical approach to problem-solving; organization skills for oneself and others; willingness to assume additional tasks in order to share workload within team/department; meet tight deadlines with initiative and team-oriented spirit
- Excellent communication skills - Fluent in English
Are you the right candidate? Yes!
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
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