State Street Investment Management–APAC Shareholder Services, Officer
State Street · Sydney, Australia · 20d ago
Who are we looking for?
The Officer is responsible for executing Shareholder Services and Client Trading activities across APAC while ensuring accuracy, timeliness, and compliance with operational procedures and controls. The role serves as a subject matter expert within the team and collaborates closely with colleagues across APAC, North America, and EMEA to support business growth, client service excellence, and operational effectiveness.
What you will be responsible for
As Shareholder Services, Officer, your responsibility will be:
Operational Processing
Process shareholder activity and client trading transactions within established deadlines and service standards.
Ensure all transactions are completed accurately and in accordance with documented procedures and controls.
Providing Portfolio Management with accurate and timely information on daily subscription/redemption activity, taking responsibility for data integrity.
Monitor transaction flows, leading the investigation and resolution of exceptions, discrepancies, and breaks related to client flows
Maintain high standards of productivity, quality, and client service.
Support APAC business activities across multiple markets and products.
Support automation, digitization, and AI-enabled initiatives that improve operational efficiency and control effectiveness.
Subject Matter Expertise
Serve as a subject matter expert for designated processes and operational activities.
Provide guidance and support to junior team members.
Act as an escalation point for operational issues and complex transactions.
Build and maintain strong knowledge of SHS products, policies, procedures, and systems.
Risk Excellence
Demonstrate sound judgment in identifying and escalating operational risks and issues.
Ensure compliance with all policies, controls, and regulatory requirements.
Support error investigations, root cause analysis, and remediation activities.
Proactively identify opportunities to strengthen controls and reduce risk.
Continuous Improvement & Change
Participate in process improvement, transformation, and automation initiatives.
Support system testing, UAT activities, and implementation of new processes or enhancements.
Identify opportunities to increase efficiency, improve controls, and eliminate manual activities.
Contribute ideas that enhance the operating environment and client experience.
Knowledge Management & Team Support
Maintain and update procedures and operating documentation.
Participate in cross-training initiatives to improve team flexibility and resiliency.
Share knowledge and best practices across APAC and global teams.
Support business continuity and operational resilience objectives.
Global Collaboration
Collaborate with colleagues across APAC, North America, and EMEA to ensure consistent service delivery.
Participate in global projects and working groups where required.
Build productive relationships with internal stakeholders and business partners.
Qualifications & Experience
Required
Bachelor's degree or equivalent industry experience.
5-10 years of experience in investment operations, transfer agency, shareholder services, client trading, fund administration, or related functions.
Strong technology aptitude and willingness to learn emerging technologies.
Strong analytical and problem-solving capabilities.
Experience with operational transformation, testing, or automation initiatives.
Working knowledge of AI, Generative AI, RPA, Power BI, Tableau, Alteryx, Power Automate, or similar technologies.
Strong understanding of operational controls and risk management principles.
Excellent analytical and problem-solving skills.
Strong communication and stakeholder management skills.
Ability to work effectively in a global and fast-paced environment.
Preferred
Experience supporting mutual funds and ETFs.
Knowledge of APAC markets and regulatory environment.
Experience working with complex operational systems and data analysis tools.
Advanced Excel and data analysis skills.
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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