Alternative Ops Transfer Agency, Associate 2

State Street; Toronto; On-site; CAD 45,000 - 68,000; Full time

Job summary

State Street in Toronto seeks an Associate II in the Transfer Agency Private Markets Team to manage day-to-day operations, develop client relationships, and collaborate with TA and other departments.

You'll be responsible for client SLAs, internal and external KPIs, and other projects, with a focus on accuracy, organization, and proactive service in a fast-paced financial services environment.

Qualifications

• 1–2 years mutual fund operations experience
• Proficient in MS Office 365 (Excel, PowerPoint, PowerBI, etc.)
• Detail oriented with focus on accuracy
• Ability to manage multiple tasks in a fast-paced environment
• Develop and maintain strong client relationships
• Strong communication and collaboration skills

Responsibilities

• Day-to-day operations of groups by managing workflows
• Develop and maintain strong client relationships
• Collaborate with TA business units and other departments within State Street
• Manage client Service Level Agreements and ensure they are met
• Manage internal and external KPI’s and ensure they are met
• Work on other projects or tasks as assigned

Skills

Taking Ownership and Initiative

Accuracy and Detail

Organization and Analytics

Time Management

Outstanding Service

Effective Communication

Collaboration and Teamwork

Education

BS/BA (optional)

Tools

MS Office 365

PowerBI

Job description

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.)

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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs 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 perspectives 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 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 programs 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.

Discover more at StateStreet.com/careers

Salary Range

$45,000 - $67,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

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Job ID: R-791964