Team Lead (Portfolio Services)

Recruiter
State Street.
Location
Bangalore, India
Salary
Not disclosed
Posted
26 May 2022
Closes
08 Jun 2022
Ref
R-704363
Contract type
Permanent
Hours
Full time
Experience level
Qualified accountant

A high energy team consisting of facilitating Transitional events for 12 of the leading Asset Management companies. Transitional activity includes:

  • Help manage new business/client take-on for the IMS client base, incorporating fund launches, in-specie, changes of custody, mergers and closures
  • Undertake full analysis of client request to ensure event is implemented in line with expectations and within designated timeframes
  • Liaise with all areas of State Street to help implement clients request. Working closely with other IMS teams and also Custody/Fund accounting groups
  • Ensure all activities are compliant with corporate standards and business objectives. Maintain clear and effective communications with immediate colleagues and Management

Why this role is important to us:

The team you will be joining is a part of Middle office function (F2B - ALPHA). Alpha team is also known as Front to Back office strategy asset management. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements of institutional investors.

What you will be responsible for:

As Senior Associate you will:

  • Co-ordination of new account openings, closures and transfers of stock and cash for IMS.
  • Identify, evaluate and track progress of project risks, issues and dependencies, escalating them appropriately when unsure
  • Collaboration with client and other State Street teams using communication and the appropriate level of literacy skills required to help deliver transitional changes on time.
  • Help run weekly pipeline calls with the client to keep track of in-flight activity providing feedback and expert analysis

What we value:

  • PC literate – Strong on Excel and other MS office products. SQL knowledge would be advantageous
  • Excellent analytical and problem solving skills, with the ability to analyse on the spot.
  • Good time management & leadership qualities
  • Strong communication and client service skills to audiences of different sizes and levels of seniority.
  • Must be self-motivated, adaptable and show initiative in different circumstances and under pressure.
  • Flexibility in working outside of your responsibilities, and areas of expertise.

Education & Preferred Qualifications:

  • Educated to A level standard. A-C
  • Graduate or Master degree prefer

Additional requirements:

  • Confident, out-going personality with ability to make decisions and liaise with other professionals
  • Team player. Must be willing to learn and assist colleagues in their day-to-day responsivities sometimes working against tight deadlines.

For further information, and to apply, please visit our website via the “Apply” button below.

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