Fund Servicing Senior Associate — Operations & Leadership

State Street; Quincy (MA); On-site; USD 52,000 - 94,000; Full time

Benefits offered by this job

401K match

Insurance coverage

PTO

Employee Assistance Program

Incentive awards

Tax-advantaged savings plans

Job summary

State Street is seeking a professional to manage day-to-day operations within a custody/fund accounting context in Massachusetts. The role oversees a functional team, acts as escalation point, and coordinates new funds and systems implementations.

You will train staff, drive best practices, and participate in audits and client projects while supporting compliance. A BS degree and 3–4 years in the field are required.

Qualifications

• BS degree in Finance, Business or related field.
• 3-4 years Custody and/or Fund Accounting experience, some supervisory.
• Knowledge of securities language and legal requirements.
• Strong interpersonal and organizational skills.
• Ability to manage and escalate operational issues.

Responsibilities

• Manage day-to-day delivery of a functional team and staff.
• Serve as primary contact and escalation point for operational issues.
• Coordinate implementation of funds, systems and processes.
• Organize meetings and prepare agendas and notes.
• Identify and implement operational best practices.
• Support compliance/fiduciary reviews and audits.
• Provide coaching, training, and performance appraisals.
• Assist with client conversions and projects.
• Help define new company initiatives.
• Monitor for unusual or suspicious activity and report per policy.
• Other duties as assigned.

Skills

Securities terminology

Interpersonal skills

Organizational skills

Management experience

Technical problem solving

Education

BS degree in Finance, Business or related field

Job description

State Street is seeking a professional to manage day-to-day operations within a custody/fund accounting context in Massachusetts. The role oversees a functional team, acts as escalation point, and coordinates new funds and systems implementations.

You will train staff, drive best practices, and participate in audits and client projects while supporting compliance. A BS degree and 3–4 years in the field are required.