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State Street Bank
State Street Bank
location iconLocations: Kraków
level iconLevel: manager/director
time iconWorking hours: Full time
Investor Services Manager, Officer,Hybrid
Location: Kraków

Why this role is important to us

The major focus of this role is to manage Investor Service process in line with the departmental strategy and team resources in the Poland location. Individuals must have an understanding of service requirements, processes and procedures for fund administration.

What you will be responsible for

  • Responsible for the achievement of specific department performance targets and objectives
  • Exercise operational oversight within the department and make sound operational decisions
  • Create and drive a culture of strict adherence of all Corporate and Departmental procedures.
  • Provide leadership and support to the department managers necessary for ensuring their teams are organized & working as efficiently & controlled as possible
  • Ensure that Transfer Agency is properly resourced both in terms of people and technology whilst complying with agreed budgetary guidelines
  • Actively support the overall organization and Investor Services Training Plan
  • Assist more senior colleagues and deputise in their absence
  • Utilise management information to assist in managing both clients and resources
  • Focus on development opportunities for your direct reports and ensure a focus on non-operational management within the department
  • Using corporate PPR tools, actively participate in the performance appraisal process and monitor overall timeliness of completion for the entire team with your direct reports
  • Promote risk awareness, assessment and control within the department
  • Understand the risk environment within the department and manage appropriately
  • Provide regular feedback to managers and more senior colleagues with regard to Investor Services operations
  • Initiate and oversee tasks within a continuous improvement drive to ensure that the Department is efficient and seen as customer and quality driven
  • Provide support during the implementation of change
  • Ensure participation in the completion and implementation of department wide projects and lead local team initiatives

What we value

  • Excellent communication, organizational and planning skillsAbility to work to deadlines in a fast paced environment
  • Excellent people management and leadership skills
  • Ability to proactively work under own initiative
  • Attention to detail and concern for quality

Education & Preferred Qualifications

  • Comprehensive procedural, technical and product knowledge of the Investor Services business is required. This should be complemented with a strong understanding of Fund Accounting, Custody and Regulatory background to Funds Industry.
  • Comprehensive knowledge of systems, including Microsoft Office applications, is required
  • Business related degree preferable
  • Degree in Accounting or Finance or Business related area
  • ACCA/CIMA/ACA/CPA qualified or part qualified an advantage.
  • 4-6 years of relevant fund industry experience including people management , alternative industry an advantage
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

  • iconFinance & Accounting, Banking
  • iconEnglish
  • iconKraków, małopolskie

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