Middle Office - Senior Associate

Responsibilities

• Oversee day-to-day transactional responsibilities including trade confirmation, trade process, trade settlement, and reporting of trade instructions
• Act as a primary contact point for internal and external clients, ensuring timely response to inquiries and resolution of queries
• Process directed lending instructions, wire transfers, and trade exceptions
• Ensure all daily and monthly services are delivered in accordance with relevant client Service Level Agreements (SLAs)
• Communicate effectively with clients, custodians, brokers, and managers
• Participate in semi-annual broker review meetings and facilitate new market initiative setups
• Contribute to team initiatives regarding audit and risk management

Requirements

• Minimum of an Associate degree (BS/BA degree preferred)
• 2-4 years of prior business experience
• Minimum of 2 years of experience within the investment management industry
• Proficiency in Microsoft Word, Outlook, and Excel
• Strong ability to prioritize work and manage time effectively under pressure
• Excellent attention to detail and problem-solving skills

Preferred Qualifications

• Understanding of Investment Manager Operations, particularly regarding processes and key deliverables
• Knowledge of State Street operations, technical systems, policies, and procedures

About the Company

State Street is a global leader that helps institutional investors manage risk, respond to challenges, and drive performance and profitability. We are committed to fostering an inclusive environment where every employee feels valued and empowered to reach their full potential.