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State Street Bank
State Street Bank
location iconLocations: Kraków
level iconLevel: specialist
time iconWorking hours: Full time
CRD Integration Specialist, Senior Associate
Location: Kraków

Why this role is imprortant for us?

This role’s objective is to support migration global fund administration and depository batch compliance processing currently performed across ten MIG21 instances.

Whom we are looking for:

We are looking for CRD Integration specialist with strong analytical skills and investment compliance background.

What you will be responsible for:

  • Investment Compliance Specialist within the MIG21 to CRD Conversion Project team.

  • This position is in a specialized group responsible for the conversion of the legacy investment compliance system to Charles River IMS:

  • Review and comparison of rules between CRIMS and the legacy system through automated tools.

  • Where necessary, updating test logic manually to ensure it meets both client requirements and system best practices.

  • Developing / coding compliance tests in automated investment compliance software (Charles River)

  • Translating client requirements into rule syntax within the compliance platform

  • Documenting requirements for process improvements or functional changes / enhancements

  • Process optimization

  • Best practice documentation

  • Project Management duties:

  • Manage and execute upon platform conversion plans and new client onboarding activities.

  • Execute upon enhancement requests of varying scale and complexity

  • Support BAU and production issues for converted clients (post-implementation support).

  • Assess operational effectiveness and make suggestions to streamline and improve upon functions, workflow and processes.

  • Help manage relationships with clients, making sure that requests are being met and that internal / external clients are satisfied with the level of service.

What we value:

• Ability to develop business relationships, both within and outside of the organization.

• Excellent interpersonal, organizational and communication skills.

• Strong problem-solving, time management, and analytical skills

• Ability to work under pressure.

• Ability to effectively prioritize multiple competing tasks and execute upon concurrent assignments

Education & Preferred Qualifications

• Bachelor’s degree or equivalent.

• Preferably 3+ years of experience in Industry

• Investment Compliance background preferred: Contractual investment compliance restrictions, SEC and IRC guidelines for registered investment products, money market restrictions, UCITS or other regulated environments.

• Experience working with Bloomberg data or other market data vendors an asset(IDC, RIMES MDS, Reuters)

• Experience administering and supporting rules-based applications and reporting tools.

• Preferred expertise in CRIMS: & Microsoft Office: Excel

• Technical experience with the following is highly desirable but not required:

SQL Queries (PL SQL, Toad, MS SQL Server, or C++)

• CRD rule coding

• MIG rule coding

What we value:

• Ability to develop business relationships, both within and outside of the organization.

• Excellent interpersonal, organizational and communication skills.

• Strong problem-solving, time management, and analytical skills

• Ability to work under pressure.

• Ability to effectively prioritize multiple competing tasks and execute upon concurrent assignments.

What we offer:

•Employee savings plan;

•Premium life insurance package;

•VIP medical package;

•International operating environment;

•Language classes;

•Soft skills trainings;

•Technical workshops;

•Development sessions with a mentor;

•Diversity of opportunities across a range of challenging and highly complex activities;

•Technical or leadership career pathway.

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.

Details

  • iconProject Management, Banking
  • iconEnglish
  • iconKraków, małopolskie

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