APAC Shareholder Services & Trading Specialist

State Street; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

State Street in Sydney seeks an Officer to execute Shareholder Services and Client Trading across APAC, ensuring accuracy, timeliness, and regulatory compliance. You will collaborate with teams across APAC, North America, and EMEA to support growth, client service excellence, and operational effectiveness.

The role requires a Bachelor’s degree and 5–10 years in investment operations or related fields, plus strong analytical skills and experience with automation tools and AI-enabled processes.

Qualifications

• Bachelor's degree or equivalent industry experience.
• 5–10 years of experience in investment operations, transfer agency, shareholder services, client trading, fund administration, or related functions.
• Strong technology aptitude and willingness to learn emerging technologies.
• Strong analytical and problem-solving capabilities.
• Experience with operational transformation, testing, or automation initiatives.
• Working knowledge of AI, Generative AI, RPA, Power BI, Tableau, Alteryx, Power Automate, or similar technologies.
• Strong understanding of operational controls and risk management principles.
• Excellent analytical and problem-solving skills.
• Strong communication and stakeholder management skills.
• Ability to work effectively in a global and fast-paced environment.

Responsibilities

• Process shareholder activity and client trading transactions within deadlines and service standards.
• Ensure accuracy of transactions and adherence to procedures and controls.
• Provide portfolio management with accurate daily subscription/redemption activity data.
• Monitor transaction flows and resolve exceptions and breaks.
• Maintain high productivity, quality, and client service levels.
• Support APAC business activities across markets and products.
• Advise on automation, digitization, and AI-enabled initiatives.

Skills

Shareholder services

Client trading

Investment operations

Data analysis

AI awareness

Education

Bachelor's degree or equivalent

Tools

Power BI

Tableau

Alteryx

Power Automate

Job description

State Street in Sydney seeks an Officer to execute Shareholder Services and Client Trading across APAC, ensuring accuracy, timeliness, and regulatory compliance. You will collaborate with teams across APAC, North America, and EMEA to support growth, client service excellence, and operational effectiveness.

The role requires a Bachelor’s degree and 5–10 years in investment operations or related fields, plus strong analytical skills and experience with automation tools and AI-enabled processes.