Shareholder Services Senior Specialist, Senior Associate, State Street Investment Management
State Street · Kraków, Poland · 2mo ago
Who we are looking for:
We are looking for an experienced, proactive, and self-driven professional to join our European Shareholder Services team, part of the Investment Operations function responsible for enabling communication between clients and Portfolio Managers. As a Senior Associate, you will be expected to take greater ownership of end-to-end processes, act as a Subject Matter Expert, champion quality control, and help drive the team's continuous improvement agenda.
Why this role is important to us:
The team you will be joining is a part of State Street Investment Management (SSIM), one of the top asset managers in the world, that provides services to the world's governments, institutions, and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions, and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.
Join us if making your mark in the asset management industry from day one is a challenge you are up for.
What you will be responsible for:
- Taking ownership and accountability for the end-to-end processing and controls of instructions received into systems, ensuring accuracy and completeness.
- Performing quality control reviews of work completed by the team to uphold the highest standards of accuracy and operational excellence.
- Leading the investigation and resolution of reconciliation exceptions related to subscription and redemption activity.
- Providing Portfolio Management with accurate and timely information on daily subscription/redemption activity, taking responsibility for data integrity.
- Overseeing anti-money laundering / suspicious activity monitoring controls and ensuring adherence to regulatory requirements.
- Managing operational risk through regular review of processes and identifying further opportunities for risk mitigation. Ensuring all functional procedures are kept up to date.
- Leading and supporting a culture of effective challenge to evolve daily operational processes, recommending and implementing changes, and delivering continuous improvement.
- Maintaining the highest standards of conduct and integrity within the business and ensuring compliance with industry practice, company policies, statute, and regulatory requirements in all matters.
- Developing and maintaining relationships with key internal and external stakeholders, including other business lines and corporate functions.
- Collaborating with team members in other sites to ensure the operating model is consistent and to share standard methodology.
What you benefit from this role:
- You will further develop strong analytical skills and a positive, organised approach to investigating complex queries and exceptions.
- Excellent attention to detail with a focus on quality assurance and accuracy.
- Excellent oral and written interpersonal skills and the ability to communicate confidently with colleagues and stakeholders at all levels of the organisation.
- You will be able to work confidently both independently and as part of a team, with the ability to coach and guide less experienced colleagues.
- You can plan and manage multiple priorities and tasks with the skills to adapt and be flexible to change in a delivery-focused, deadline-driven environment.
- You are willing to assume responsibility, take ownership of tasks and processes, and act as a point of escalation within the team.
Education & Preferred Qualifications:
- Degree qualified (or equivalent) with a financial or analytical discipline preferred.
- Very good English, other languages an advantage.
- Technical skills are a big plus.
- 3+ years robust industry experience within Investment Operations, Transfer Agency, Middle Office, or Collateral operations is desirable.
This role requires 3 days of weekly office presence.
About State Street Investment Management
What We Do. As the asset management arm of State Street Corporation, State Street Investment Management has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.
Our Mission. At State Street Investment Management, our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.
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.
Company: State Street Investment Management
Minimum Salary:
zł87 000 AnnualThe minimum salary quoted above applies to the role in the primary location specified. If the candidate ultimately works outside of this primary location, the applicable minimum salary may differ.
Salary will be determined based on factors such as the position, type of work performed, individual skills, job description, working hours, diligence, initiative, self-management, length of employment, availability, and the quantity and quality of work delivered, as well as other objective and non-discriminatory criteria relevant to State Street employees.
In addition to salary, employees are eligible to be considered for discretionary annual performance-based awards.
We Offer:
Permanent contract from day one
Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
Gold Medical Package for employees and their families (partner and children)
Premium life insurance package and private pension plan
Wide range of soft skills training, technical workshops, language classes and development programs
Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
Variety of well-being programs
Additional benefits available depending on the seniority of the role
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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