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Portfolio Manager, Senior Vice President

2 months ago

Berwyn, Pennsylvania, United States State Street Corporation Full time

About 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 health for assigned accounts, identifying issues associated with cash, settlements, valuation, recons, ad-hoc processing and reporting
  • Perform pre/post cycle reviews to ensure accuracy and completeness of portfolio data
  • Collaborate with internal and external stakeholders, including clients, business operations teams, and IT, to resolve issues and improve operational controls
  • Develop and maintain strong relationships with clients and internal teams, providing exceptional customer service and support
  • Analyze data to identify trends and areas for process improvement, implementing changes to enhance operational efficiency and quality
  • Provide guidance and support to team members, promoting a culture of collaboration and knowledge sharing

Requirements:

  • Bachelor's degree or equivalent combination of education and experience
  • 5-7 years of experience in financial services, with a strong background in middle office services
  • Excellent organizational, problem-solving, and prioritization skills
  • Strong customer service acumen and ability to communicate effectively with internal and external stakeholders
  • Knowledge of securities language and experience with operational controls and risk management
  • Ability to work in a fast-paced environment, with a focus on delivering high-quality results under tight deadlines

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance
  • Access to cutting-edge technology and tools
  • Flexible work arrangements and work-life balance initiatives

About State Street Corporation:

State Street Corporation is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients. Our mission is to help our clients safeguard and steward the investments of millions of people, while making a positive impact on the communities we serve.

Our Values:

  • Inclusion, diversity, and social responsibility
  • Collaboration and teamwork
  • Innovation and continuous learning
  • Customer focus and excellence
  • Integrity and ethics