Core Operations - Team Lead

State Street; Bengaluru; On-site; INR 1,800,000 - 2,600,000; Full time

Benefits offered by this job

Flexible work options

Career development programs

Paid volunteer days

Matching gift program

Employee networks

Job summary

State Street Bangalore is seeking a Bangalore Client Implementation Senior Associate-340 (Team Lead) to manage end-to-end client onboarding and fund launches across separate accounts and commingled funds. You will coordinate with RMs, PMs, Custodians, and global teams to gather and validate requirements, ensuring SLAs and data quality.

You will mentor the team, drive process improvements, and leverage AI tools to enhance reporting and productivity while building strong stakeholder relationships.

Qualifications

• 5-6 years of investment management and investment operations experience.
• Strong knowledge of investment services and data/process improvement.
• Experience using Copilot, AI tools, and digital automation to boost productivity.

Responsibilities

• Manage end-to-end client onboarding, account implementation, and fund launches.
• Ensure tasks meet Service Level Expectations (SLEs).
• Maintain client hierarchy, data, and reference records, resolving gaps.
• Collaborate with RMs, PMs, Custodians, and global teams to capture requirements.
• Setups across APM, Bloomberg, RKS, PORTIA; support fund NAV maintenance.

Skills

Stakeholder management

Communication

Presentation skills

Team leadership

Problem solving

Education

Bachelor’s degree

MBA preferred

Tools

Microsoft Copilot

AI tools

Excel

PowerPoint

Word

Teams

SharePoint

Job description

About State Street

Bangalore Client Implementation Senior Associate-340 (Team Lead) – Job Description

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.

Who we are looking for

You will be part of the Client Implementation Team that is responsible for set-up/change/termination of new and existing clients on various internal systems based on instructions received from regional business teams. This includes setting up of funds on APM, Accounting Systems (Portia, RKS & PRKS) etc. You will help provide solutions and execute implementation of business requirements to ensure the readiness, integrity and quality of the data required in these interfaces to achieve client, business and regulatory needs. You a

Individual Responsibilities & Tasks Include:

• Manage end-to-end client onboarding, account implementation, and fund launch activities for separate accounts and commingled funds.
• Ensure accurate and timely completion of tasks in line with Service Level Expectations (SLEs).
• Maintain client hierarchy, relationship, funding, and reference data, proactively identifying and resolving data gaps.
• Partner with Relationship Managers (RMs), Project Managers (PMs), Clients, Custodians, and global teams to gather and validate client requirements.
• Manage client and account setups across systems including APM, Bloomberg, RKS, and PORTIA.
• Support fund NAV maintenance and broker access requirements.
• Ensure adherence to operational controls, procedures, and risk management standards.
• Resolve onboarding and implementation issues, escalating risks and exceptions appropriately.
• Drive process improvements, automation, and operational excellence initiatives.
• Leverage Microsoft Copilot, AI tools, and digital solutions to enhance productivity, reporting, and data quality.
• Mentor team members, promote knowledge sharing, and support continuous learning and development.
• Build strong stakeholder relationships to deliver a seamless client onboarding experience.

Education & Preferred Qualifications

• 5-6 years of investment management and investment operations experience.
• Strong investment industry knowledge with a continuous learning mindset.
• Experience leveraging Microsoft Copilot, AI tools, and digital automation solutions to drive productivity and process improvements.
• Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Teams, SharePoint).
• Strong stakeholder management, communication, and presentation skills.
• Bachelor’s degree required; MBA preferred.

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 Information Classification: Limited Access 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.

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.

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Job ID: R-796001