State Street

Private Markets Transfer Agency, Senior Associate

State Street
Toronto, Ontario
Not disclosed
22 May 2024
23 May 2024
Approved employers
Approved employer
Contract type
Full time
Experience level
Qualified accountant

Who we are looking for

The role holder will be responsible for the oversight of the Transfer Agency client service team of Associates, management of the client relationships and acting as a point of escalation for the team on any technical issues. They will ensure that policies and procedures are followed and that best practices areapplied. They will continuously look for enhancements to create greater efficiencies and productivity within the team. This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Why this role is important to us

State Street is a global leader in alternative investments fund administration. Our vision is to further advance our position as a premier, full-service global provider to the alternative investments marketplace though innovative product solutions, broad industry expertise and excellent service levels. To continue to achieve this vision, we require new and motivated talent.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As Alternative Investment Services Transfer Agency Supervisor, you will be

  • Day to day supervision of the Transfer Agency Associate 1s and Associate 2s ensuring daily, weekly and monthly deliverables are met in accordance with internal controls.
  • Identify key priorities within the team on a daily basis and assign appropriately to ensure delivery of all tasks.
  • Actively manage day to day relationship with the clients, escalating issues to their manager, when required.
  • Day to day performance management of the team, one to one meetings and annual performance cycle ensuring development and review of staff against goals.
  • Act as a point of escalation for the team for technical and client queries providing an efficient and swift service to Investors.
  • Foster and act as a role model to build risk awareness within the team.
  • Proactively seek greater productivities in the team through process improvements & automation where applicable.
  • Participate in department wide training efforts – draft and deliver training course and facilitate ‘on the job’ training.

What we value

These skills will help you succeed in this role

  • Promote a risk awareness culture within the team to drive the zero error policy.
  • Proactively identify gaps in internal key controls and work with wider TA manager/director group to close gaps.
  • Participate in department wide training efforts – draft and deliver training course and facilitate ‘on the job’ training

Core Competencies and Skills

  • Strong funds servicing operational knowledge, client servicing, process improvement and project delivery.
  • Ability to communicate clearly with colleagues and managers.
  • Collaborate with colleagues and Support opportunities to reduce risk by eliminating non-standard processes with manager engagement.
  • Understand client service requirements and KPIs and support their delivery.

Education & Preferred Qualifications

  • Third level qualification and/or 2 years level experience in financial services industry
  • Proficient in Microsoft Office applications in particular Excel.
  • Experience in working to tight deadlines, with an ability to multi task and to work calmly under pressure.
  • Experience in Client Relationship Management is essential for this role.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

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

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