Who we are looking for
We have an exciting opportunity to join a team providing FATCA/CRS services to our clients. The FATCA/CRS team is responsible for contributing to international tax transparency through FATCA/CRS regulations. This role will present many challenges due to the constant changes in guidelines and industry practices, tight deadlines as well as our large client base. This position requires the candidate to be well organized and able to efficiently manage their time. Additionally, the candidate should expect to learn new tasks and be comfortable working with other teams. Experience working collaboratively on projects is a plus. An ideal candidate will be open to finding innovative ways to improve processes.
Why this role is important to us
The team you will be joining is a part of State Street Global Services (SSGS). SSGS 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.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
As FATCA & CRS Analyst you will
- Coordinate with Investor Services to ensure investor data is complete in order to provide accurate reportable suggestions
- Review the investor data to determine FATCA and CRS reportable suggestions
- Lead meetings with clients to discuss client workbook and reporting deliverables
- Submit FATCA and CRS filings
- Assist with managing the FATCA and CRS Pipeline
- Provide pricing and answer RFP's for new business
- Escalate issues raised by junior staff
- Provide metrics to share with upper management
- Assist team members to push annual reporting cycle to completion
- Act as FATCA/CRS SME and speak with clients as needed
- Coordinate team projects
- Provide training to staff
What we value
These skills will help you succeed in this role
- Good organizational skills with an emphasis on time management
- Team player and leader
- Open to learning new things
Education & Preferred Qualifications
- Bachelor’s Degree required from a 4-year college/university
- Experience with management
- Proficient in Microsoft Excel
- Experience with VBA/Macros is a plus
- Knowledge of FATCA/CRS