Who we are looking for
KIID/PRIIPs Subject Matter Expert, SA is a project and client facing individual contributor role to support transformation within UCITS and PRIIPs KIID area; including operating model setup, technology implementation, vendor and client management.
We are looking for a professional with excellent communication and project management skills who will take on a project and client facing role within the Key Investor Information team to lead and implement UCITS KIID to PRIIPS KID transition on clients, technology implementation and efficient operating model setup across all KIID subprocesses.
You will be responsible for directly liaising with both external client, vendors and internal business teams to co-ordinate, support and manage the delivery of changes for the client related to PRIIPS regulation change.
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
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Assume responsibility for the implementation of regulation changes, technology implementation, client specific projects (new business development review, planning & roll out) and client onboardings. Evaluate current methods and strategies;
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Enhancing Client Experience by improving technology, increasing competitive advantage by continuous improvement and product development;
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Develop and build up a strong operating model on each KIID process;
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Ensure sufficiently trained staff is available to service the client/s and deliver quality service and improve relationship with internal and external clients;
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Manage on-going relationships with the goal of meeting / exceeding service delivery standards.
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Drive transformation & productivity initiative to deliver on set budget targets;
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Provide inquiry and operational support to internal and external clients on complex, high risk KIID servicing functions;
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Maintain and develop proper relationships with other departments in State Street Poland and Donor Site;
What we value
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These skills will help you succeed in this role
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Ability to work, contribute, and communicate effectively within immediate team, business personnel and remote teams;
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Highly self-motivated, detail oriented, and able to work collaboratively;
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Ability to compile and produce detailed reports, task lists and minutes, identifying key risk areas and highlighting progress of projects;
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Strong organizational, communication and project skills;
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Ability to plan and prioritize work under pressure compared to tight deadlines;
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Ability to construct effective and concise updates for clients and management regarding what could be complex content;
Education & Preferred Qualifications
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At least 3-4 years of relevant working experience preferably in KIID and PRIIPs area;
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Knowledge and understanding of UCITS and PRIIPs regulations, financial products and various markets requirements;
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Knowledge of Risk and Reward Indicators (SRRI) ,Ongoing Charges, Transaction Cost calculation & PRIIPS/MIFID templates is required
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Excellent English verbal and written communication skills, ability to explain technical topics;
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Project management/ Business analyst education or experience;
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Advanced PC skills including MS Office: (Excel, Word, Power Point, Outlook, Access);
What we offer
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Permanent contract from day one
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Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
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Gold medical package for employees and their families (partner and children)
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Premium life insurance package and private pension plan
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Wide range of soft skills training, technical workshops, language classes and development programs
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Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
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Variety of well-being programms
Apply today – we are committed to teaching you the ropes for your successful career in State Street
Are you the right candidate? Yes!
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.