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Berwyn, United States State Street Full timeWho we are looking forThe Alpha Portfolio Services team is a dedicated global business team working with Clients, business operations teams, and IT to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is...
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Berwyn, Pennsylvania, United States State Street Corporation Full timeAbout the Role:We are seeking a highly skilled and experienced professional to join our Portfolio Services team at State Street Corporation. As a key member of this team, you will play a critical role in ensuring the accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients.Responsibilities:Monitor the portfolio...
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Berwyn, United States State Street Corporation Full timeWho we are looking for The Alpha Portfolio Services team is a dedicated global business team working with Clients, business operations teams, and IT to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is...
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Berwyn, Pennsylvania, United States State Street Corporation Full timeWho We Are SeekingThe Alpha Portfolio Services division is a committed global business unit collaborating with clients, operational teams, and IT to guarantee precise oversight of Front Office and Middle Office Information Delivery for our clientele. Our ResponsibilitiesThe Alpha Portfolio Services team is tasked with maintaining the integrity of the...
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Library Assistant- Youth Services
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Assistant Account Manager
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Executive Administrative Manager
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Berwyn, United States AscellaHealth Full timeJob DescriptionJob DescriptionWhat we are looking forWe are seeking an Executive Administrative Manager to be an integral part of the Administrative Support team for AscellaHealth. The individual in this role will manage the daily activities of the Administrative Support Team. Additionally, the position will work very closely with the Chief of Staff to...
Portfolio Services Manager, Assistant Vice President
1 month ago
Who we are looking forThe Alpha Portfolio Services team is a dedicated global business team working with Clients, business operations teams, and IT to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is accurately maintained and ensuring accurate client portfolios are reflected on State Street platforms. The role will interact with the Clients' Investment Operations and Front Office and being a key liaison with various portfolio managers and internal SSC parties in identifying an issue as well as managing suitable resolution. The role will need to initiate and develop good communication and interpersonal relationship with business operations teams and IT and to maintain the high level of service that is currently being provided to all the clients.Why this role is important to usThe team you will be joining is a part of State Street Global Delivery. Global Delivery gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities.What you will be responsible forUnder the direction of senior management, be part of a team that is responsible for the end-to-end relationship between State Street Middle Office and our Alpha/Middle Office clients. This includes but is not limited to monitoring the portfolio health for assigned accounts for issues associated with cash, settlements, valuation, recons, ad-hoc processing and reporting, and perform pre/post cycle reviews.The role straddles elements of investment operations (without direct processing/input responsibility), and elements of middle office oversight, as well as having some responsibility for leadership and development of staff within our team, strategic planning and oversight of diverse operational functions resulting from the control framework.The successful candidate will be interacting with a multitude of middle office, custody and leadership colleagues within State Street, as well as the client and it's counterparties to include custodians, accounting agents, and prime brokers.Liaising with internal and external customers, acting as a customer to internal teams and advocating for the end customer (ability to negotiate, good team work, ability to understand and translate customer requirements, address urgent items with others). Guiding others on our team and other teams procedurally, cutting through challenges by presenting solutions, and generally acting as escalation point for solving a myriad issues impacting the quality of reconciliation outputs, file deliveries and operational control framework checks.Problem solving for escalated issues, as well as proactively reviewing operational controls, especially focused on but not limited to the reconciliation function of middle office services, is a significant component of the role. There are also expectations to develop and present logs/power points and speak to systematic and one-off issues in our control environment for the customer.Reviewing operational controls, escalated item resolution for portfolio health, operational quality and risk management control.Monitor metrics, SLA adherence, participate in manager meetings on such topics, implementing and designing process improvements to enhance statistics, and adherence to risk or SLA controls.Provide guidance, support, act as resource and assist team members from multiple operational areas.Utilize data for trend analysis and leverage in the development of enhanced processes, procedures and controls.What we value These skills will help you succeed in this role:Excellent organizational, problem solving and prioritization skills are essential.Strong customer service acumen.Significant experience at managing staff is expected.Working on projects and items across workstreams will be required, so evidence of taking initiative while managing cross-functional items is a plus.Strong written and verbal communication.Knowledge of securities language.Value for youJoin a fast growing team with many opportunities to learnBe a part of the industry setting standard providing Investment Services from Front to BackExposure to new and exciting technologyEducation & Preferred QualificationsBachelor's degree or the equivalent combination of education and experience is required.5-7 years of financial services experience, with strong management skillsKeen understanding of the Investment process in Capital Markets - Equity, Fixed Income, Alternatives, Money Markets and other Multi Asset strategiesAdditional requirementsFamiliarity/direct experience with middle office services directly is a must.Must be deadline oriented with the ability to provide technical expertise to resolve daily problems.The ability to work occasional nights and weekends is a non-negotiable requirement.About State StreetWhat 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.Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives 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 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 programs 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.Discover more at StateStreet.com/careersSalary Range: The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
