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SSGA Operations Client Advocacy Analyst, Officer at State Street

Posted in General Business 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Boston, Massachusetts





Job Description:

Within State Street Global Advisors’ Operations department, the Client Advocacy Team’s mission is to provide knowledgeable and professional operational service to clients, their third-party service providers and the firm.  Our team builds upon our foundation of operational knowledge by continuously adapting to the evolving needs of the organization. The Analyst is a key individual contributor on a small, agile team with a wide array of responsibilities.

Individual Accountabilities (What you'll do):


  • You will craft high quality communications and presentations about the department’s activities for distribution within the company and to clients, including timely and accurate RFP responses, and respond to questionnaires from clients, consultants, and auditors.

  • You will organize and host client-requested training sessions and due diligence meetings regarding the department. 

  • You will help members of the company grow their knowledge of the department and coordinate the annual update of Operating Guidelines for the company’s US & Canadian commingled funds.

  • You will serve as a liaison and ambassador between Operations and clients’ third party administrators, particularly segregated account custodians. You will forge and cultivate relationships among Operations and external and internal constituents by convening and leading cross-functional calls and meetings. 

  • You will collaborate with your team on the oversight and distribution of assets to owners of closed accounts and on periodic reporting on the team’s activities.

Required Competencies (What we need you to be):


  • Persuasive and articulate in presenting complex ideas, simply, in prose or in-person

  • Positive even when challenged, professionally agile, easily adapting to changing priorities

  • Adept at prioritizing multiple responsibilities, managing the execution of them, and meeting deadlines

  • A great relationship-builder, across all levels of seniority and types of teams

  • Quantitatively analytical and creative in presenting your analysis

  • A decisive contributor to a collaborative environment, but also comfortable operating with minimal supervision

  • Experienced in improving existing processes and managing risk

  • Comfortable delving into the unknown

  • Knowledgeable about investment manager operations, especially in the following areas: Fund Accounting, Performance Measurement, Client On-boarding, Client Reporting, Transfer Agency, Trade Settlement, Reconciliations, Internal Controls.