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State Street Bank
State Street Bank
location iconLocations: Kraków
level iconLevel: specialist
Client Implementation Team Leader – Investment Operations with State Street Global Advisors, Officer
Location: Kraków

Promoting a Culture of Excellence

We believe that our people are our greatest asset: highly skilled, engaged and productive teams are essential to our success. We also want to help you to build a fulfilling career, aiming to be the employer of choice by offering great compensation, development opportunities, and a work environment that promotes a diverse background of people, ideas and skills. State Street is committed to embracing diversity and inclusion in the workplace.

We're a company that insists on, and rewards, performance excellence. We know our success hinges on attracting the best people to join us.

The Company

State Street Global Advisors (SSGA) is a global leader in institutional asset management, entrusted with more than $2.8 trillion in assets. For more than three decades, sophisticated investors worldwide have benefited from our focused, precise investment process and global approach, offering access to every major asset class and style, including low-cost index funds, target date strategies, and tailored multi-asset solutions. We wish to help clients and the millions of ordinary people who depend upon them to achieve financial security and confidence. To get this right, we are passionate about thoroughly understanding the specific needs of those we serve. We then apply our experience and intellectual rigour across a broad toolkit to develop and run thoughtful, targeted solutions aimed at ensuring their success. We employ more than 2,200 people globally in 17 countries; have nine investment centres across the Americas, Europe and Asia, and have live, 24-hour trading desks in Boston, London and Hong Kong.

Client Implementation Team Leader – Investment Operations, Officer

High calibre proffesional with a good working knowledge of financial products, team mamabgement experience and a focus on exceptional client experience sought for a position within one of the industry's largest institutional asset managers. State Street are committed to hiring from a fair and diverse array of genders and backgrounds and offering equal opportunities.

As a Client Implementation Team leader you will be responsible for the overseeing, planning, coordination and efficient implementation of change events. As the key contact point for internal stakeholders, you will take ownership of change events and be expected to understand them to a high level of detail to ensure successful implementation. You will additionally manage a team contributing towards a joint goal of providing superior client service.

Daily functions would include but not be limited to:

  • Be directly responsible for managing Client Implementation team which requires strong staff management and client servicing skills
  • Oversee daily deliverables, accuracy and timeliness of the Client Implementation team
  • Plan and manage the end to end process for change events assigned. Provide advice and consulting with all stakeholders on all aspects of client change events.
  • Update and completion of event checklists, information packs and administration for each event, ensuring adherence to procedures.
  • You will chair meetings with internal teams in preparation for each event.
  • Provide operational support for more complex implementation events such as new Client Onboardings.
  • Manage and coordinate market opening requests with Custodians and FCM account openings with Clearing Brokers.
  • Manage the coordination and implementation of Credit Lines with external brokers.
  • Conduct Performance appraisals and objective setting
  • Support processes related to maintenance of Trading Agreements, such as Futures Give Ups, ISDA, CSA and GMRA.
  • Work closely with the Contracting and KYC/AML teams to ensure timely completion of legal administration within planned timeframes. Event administration for contract renewals, fee changes and updates to restriction lists.
  • You will ensure accurate static data set up on internal systems; maintain client and portfolio reference data. Data quality reporting.
  • Extensive liaison with custodians, trading counterparties, transfer agencies and other external parties to ensure smooth event implementation.
  • Build and maintain relationships with key partners.
  • Provide timely and accurate query investigation and resolution.
  • Continuous focus on risk excellence and risk mitigation.
  • Participate in projects as assigned.

You will interact with brokers, clearing agents, custodians, fund administrators, investment and transition managers and other third party providers external to SSGA. Internally, key interactions will be with relationship managers, portfolio managers and functional teams such as compliance, risk, legal, investment support, trade support, and reconciliations.

You are forward thinking and look to improve the current processes and procedures. Team Leader is expected to be able to work independently and oversee the work of the team, to follow issues and responsibilities through to resolution, to meet deadlines.

Role Requirements

Education and Experience:

  • Degree qualified with a financial or analytical discipline preferred.
  • Operations experience gained from an investment manager.
  • You will have experience working with clients in multiple jurisdictions.
  • You have experience in managing a team
  • Product experience desirable: Bonds, Equities, FX, Futures, OTC Derivatives, Funds.

Skills/Attributes:

  • You are willing to assume responsibility and ownership of tasks assigned.
  • You have the ability to plan and run multiple priorities and tasks with the skills to adapt and be flexible to change in priorities in delivery focused environment.
  • You are able to build positive relationships with both internally and externally
  • You have excellent oral and written communication skills.
  • Excellent interpersonal skills with an excellent grasp of the importance of client service.
  • You understand investment markets and settlement.
  • Strong MS Windows applications, specifically Excel.

The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.

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.

This job is no longer available

Recruitment process for this position has ended.

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  • iconBanking
  • iconEnglish
  • iconKraków, małopolskie

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