
Posted 7 hours ago
Alternative Investment Services, Senior Associate
State StreetSenior Associate
Perks & benefits
CommissionMedical InsurancePaid Leave
Requirements
BA/BS in finance, accounting, or related discipline, 3-5 years related experience, MS Excel, MS Access
Skills
ExcelMS AccessPrivate Equity
About the role
Responsibilities
- Prepare scheduled and ad-hoc investment performance and underlying investment exposure reporting
- Perform ongoing quality control checks to ensure data integrity for review by Officers
- Collaborate with the data collection team to research and resolve issues in a timely manner
- Coordinate with clients' investment managers to collect outstanding financial information
- Assist management with new client conversions, systems conversions, and special projects
Requirements
- BA/BS in finance, accounting, or a related discipline
- 3-5 years of related professional experience
- Proficiency in MS Excel and MS Access
- Strong analytical skills and high attention to detail
- Excellent written and verbal communication skills
- Ability to work effectively in a team-based environment and handle multiple priorities
Preferred Qualifications
- Previous exposure to Private Equity or Alternative Investments
Benefits
- Retirement savings plan (401K) with company match
- Comprehensive insurance coverage including medical, dental, vision, and life insurance
- Paid time off including vacation, sick leave, and family care responsibilities
- Eligibility for annual performance-based incentive compensation
- Access to Employee Assistance Programs and tax-advantaged savings plans
About the Company
State Street is a leading global provider of financial services to institutional investors. Our Alternative Investment Solutions group provides a complete suite of services, including fund accounting, administration, and risk services, to more than 750 clients including hedge fund and private equity managers.
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State Street · Sacramento
