Alternative Ops Transfer Agency, Associate 2

Responsibilities

• Manage day-to-day transfer agency operations and group workflows
• Develop and maintain strong relationships with clients
• Collaborate with various TA business units and other internal departments
• Manage client Service Level Agreements (SLAs) to ensure all requirements are met
• Monitor and manage internal and external Key Performance Indicators (KPIs)
• Execute additional projects and tasks as assigned

Requirements

• 1–2 years of mutual fund operations experience
• Proficiency in MS Office 365 (including Excel, PowerPoint, and PowerBI)
• Strong organizational and analytical skills
• High attention to detail and commitment to accuracy and quality
• Excellent time management and ability to prioritize tasks in a fast-paced environment
• Strong communication and collaborative teamwork skills

Preferred Qualifications

• Bachelor's degree (BS/BA)

Benefits

• Competitive and comprehensive benefits packages
• Flexible work programs to support work-life balance
• Access to professional development programs and educational support
• Paid volunteer days and employee networks

About the Company

State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. For more than two centuries, we have helped institutional clients safeguard and steward investments through investment servicing, data & analytics, research, and management.