Alternative Investment Services Bank Loans Operations Officer

Responsibilities

• Manage day-to-day functional teams and oversee daily service delivery and production activities.
• Act as the primary contact and key escalation point for operational issues and technical problem-solving.
• Coordinate the implementation of new funds, systems, and processes, including client conversions.
• Identify and implement consistent operational best practices to improve efficiency.
• Train, develop, and motivate staff through coaching, performance appraisals, and ongoing development opportunities.
• Assist with compliance and fiduciary reviews, audits, and the identification of suspicious transaction activity.
• Manage production activities for Shared Service Associates and escalate issues to Centers of Excellence as needed.

Requirements

• BS degree in Finance, Business, or a related field.
• At least 5 years of experience in Custody and/or Fund Accounting.
• Proven experience in a management or supervisory capacity.
• Strong knowledge of securities language and legal requirements.
• Proficiency in various software applications and computer systems.
• Excellent interpersonal, organizational, and management skills.

Benefits

• Retirement savings plan (401K) with company match.
• Comprehensive insurance coverage including medical, dental, vision, life, and long-term disability.
• Paid time off, including vacation, sick leave, and family care responsibilities.
• Incentive compensation eligibility for annual performance-based awards.
• Access to an Employee Assistance Program and various tax-advantaged savings plans.

About the Company

State Street is a leading global provider of financial services to institutional investors. We help our clients manage risk, respond to challenges, and drive performance and profitability. We are committed to fostering an inclusive environment where employees are empowered to reach their full potential through development opportunities and vibrant employee networks.