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Operations Client Service, Principal 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:

SSGA Client Implementation Officer

Job Description

  • Lead the planning, coordination and execution of client and product events at State Street Global Advisors (SSGA) across multiple global regions including:

    • Client fundings for separate accounts and commingled funds

    • Client mandate changes

    • Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products

    • Client and Fund liquidations and terminations

    • In-kind contributions and withdrawals

    • Custodian and Recordkeeper changes

    • Contractual review including comments and approvals


  • Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes

    • This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event

    • Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed

    • Make adjustments to plan and execution, depending on external needs and internal business policies and standards



  • Participate in or lead projects aimed at continually improving the firm’s overall business processes

  • Own, along with the Investment team, the process of implementing a client event from an investment perspective

    Requirements:




  • Minimum 8 years experience in the investment management field with specific focus on investment operations and investment experience

  • Deep understanding of complex investment issues, processes and vehicles and how these relate to client events

  • Strong desire to continuously improve industry and investment knowledge

  • Strong project management skills

  • Excellent organizational, time management and execution skills such as prioritization and multi-tasking under time constraints

  • Ability to develop and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and successfully interact with all levels of an organization

  • Ability to take a leadership role in the decision-making process and bringing parties to a consensus

  • Strong business discernment, including the ability to synthesize complex issues and effectively balance competing objectives

  • Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives

  • Consistent track record of successfully leading client events

  • Excellent written & verbal communications and presentation skills

  • Great teammate with a positive attitude

  • Bachelor’s Degree required, with a CFA/MBA or equivalent experience preferred

    Across the globe, institutional investors rely on to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It’s also part of our commitment to inclusion, development, engage, and corporate social responsibility. You’ll have tools to help balance your professional and personal life paid volunteer days and access to employee networks that help you stay connected to matter to you. Join us. State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability.