Portfolio Services Associate 2

2 months ago

Berwyn, United States State Street Full time

Portfolio Services Associate 2

Who we are looking for

Why this role is important to us

Position will interact and provide support to numerous teams and departments within the organization, including Portfolio Services, Transaction Management, Performance, Reconciliation, and many others

The role is client facing, including answering queries from clients over the phone or in writing, working with the COOs to provide timely and accurate responses to ad-hoc client queries, participating in client meetings and representing the business unit. This role will help to build professional working relationships with our clients to achieve our goals.

What you will be responsible for

What we value

Performs work independently and analyzes and recommends solutions to complex and non-routine issues and special projects. Develops processes, procedures and controls. Handles regular independent interaction with client contacts. Focus of job on performing complex tasks and providing business and technical expertise in support of multiple clients. Acts as an advisor to other areas of the organization.

Education & Preferred Qualifications
- Bachelor's degree with emphasis in finance, accounting, or economics _or_ equivalent work experience in finance or accounting
- 1-3 plus years related industry experience including operational experience
- Working knowledge of Domestic and International financials and related instruments
- Understanding of investment operations

Additional Competencies:

- Strong attention to detail and analytical skills
- Good time management, organizational skills and a collaborative approach
- Ability to develop business relationships within and outside the organization
- Excellent interpersonal, communication, organizational and problems solving skills
- Ability to multi-task, balance workload and work in a deadline oriented position
- Industry relevant qualifications, e.g. CFA, Series - optional.
- Knowledge of order management systems, e.g. CRD desirable.
- Clear communication skills to audiences of different 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
- Structured Query Language - optional.

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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

State Street is an equal opportunity and affirmative action employer.

Salary Range:
$43,680 - $62,400 Annual

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