LanceSoft, Inc. | Investment Operations | boston, ma
2 days ago
Investment Operations
Location: Boston, MA Hybrid
Duration: 6+ months
Job Responsibilities:
- Perform the duties related to processes that occur in the late afternoon/evening for the Boston Shareholder Services team including Client Trading and Client Support
- Shareholder Services is responsible for the oversight of NAV distribution by our Custodian providers. In the event of a NAV delay, this position will manage the client communication and inquiry process through resolution, including executing the NAV delay checklist and working with IT as necessary for recovery
- Apply understanding of complex internal structures and context surrounding information being processed to perform daily activities, including nightly in-kind processing
- Maintain working knowledge of overall process operating model and assist with deployment of operational changes, including developing and implementing new initiatives and assists with process re-engineering and systems integrations
- Input trades and audit appropriately
- Ensure the highest quality of client satisfaction by responding to clients on general inquiries related to trade placement and settlement with SSGA
- Communicate trade settlements to our custodian providers in an accurate and timely manner
- Operate as backup for team leader when they are unavailable
- Build technical expertise and better understanding of marketplace nuances
- Conform with the 'risk' escalation chain for operational issues and suspicious transactions
- Perform other duties as needed
Requirements:
- 4+ years of experience in investment management with a specific focus on investment operations. Transfer agency experience a plus
- Solid understanding of complex investment issues and investment vehicles with a desire to continuously improve investment knowledge
- Knowledge of investment processes and how client cashflows impact the investment process
- Excellent organizational and execution skills including the ability to prioritize and multi-task under time constraints
- Ability to develop and maintain collaborative and professional relationships with internal and external clients and colleagues in global offices
- Problem solving skills in terms of understanding client objectives and developing effective and appropriate solutions to meet those objectives while balancing the inherent risks to State Street
- Excellent collaborative, interpersonal, organizational, and communication skills (written and verbal) including a confident telephone presence
- Strong attention to detail
- Team player with a positive can-do attitude
Thanks
Drishti
Lancesoft Inc.
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