Transfer Agency Associate 2

Who we are looking for

• The ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. 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 an Associate II in the Transfer Agency Private Markets Team, you will:

• Responsible for day to day operations of groups by managing workflows. 

• Develop and maintain strong client relationships.

• Collaborate with other TA business units as well as other departments within State Street

• Responsible for managing client Service Level Agreements and ensuring they are met.

• Responsible for managing internal and external KPI’s and ensuring they are met.

• Work on other projects or tasks as assigned.

What we value

These skills will help you succeed in this role

• Taking Ownership and Initiative

• Ensuring accuracy and quality – detail oriented

• Strong organizational and analytical skills

• Time management skills – ability to prioritize

• Providing outstanding service

• Effective Communication

• Fostering Collaboration and Teamwork

Education & Preferred Qualifications

• BS/BA (optional)

• Must have 1 – 2 years of mutual fund operations experience

• Proficient in MS Office 365 (Excel, PowerPoint, PowerBI, etc.)