AVP, Transition Management Governance & Oversight

State Street; Boston (MA); On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

401K retirement savings plan with company match

Medical, dental, and vision insurance

Paid-time off including vacation and sick leave

Job summary

State Street seeks an Assistant Vice President for their Strategic Partner Oversight team in Boston. This role focuses on overseeing transition management services delivered by a middle-office provider, ensuring compliance and effective risk management.

The ideal candidate will have at least seven years of experience in investment operations, a strong analytical mindset, and effective communication skills. A Bachelor's degree in Finance or a related field is required, with CFA/FRM preferable.

Qualifications

• At least seven years of relevant industry experience in investment operations or transition management.
• Strong understanding of the end-to-end investment lifecycle and middle-office processes.
• Bachelor’s degree in Finance, Business, or similar analytical field.

Responsibilities

• Provide oversight for transition management investment function and ensure compliance.
• Act as the escalation point between IM investment teams and Middle Office provider.
• Analyze service reports and operational data to identify control gaps or service issues.

Skills

Analytical mindset

Effective communication

Organizational skills

Teamwork

Investment operations expertise

Project management

Education

Bachelor’s degree in Finance or related

CFA/FRM

Tools

MS Office (Excel, Word, PowerPoint)

Investment operations systems

Job description

State Street seeks an Assistant Vice President for their Strategic Partner Oversight team in Boston. This role focuses on overseeing transition management services delivered by a middle-office provider, ensuring compliance and effective risk management.

The ideal candidate will have at least seven years of experience in investment operations, a strong analytical mindset, and effective communication skills. A Bachelor's degree in Finance or a related field is required, with CFA/FRM preferable.