Middle Office Operations, Officer

STATE STREET CORPORATION; Quincy (MA); On-site; USD 60,000 - 101,000; Full time

Benefits offered by this job

401K with company match

Insurance coverage (medical, dental,-,

Paid time off

Employee Assistance Program

Job summary

State Street Corporation in Quincy, MA seeks an Officer to oversee day-to-day trade operations, data integrity, and client service for premier investment management clients. You will lead resolution of complex issues across clients, custodians, and internal teams, while ensuring accurate client data and timely reporting.

The role requires 4+ years of experience, a Bachelor's degree in Business, Accounting, or Finance, and strong Excel/Office skills.

Qualifications

• Bachelor’s degree required; Business, Accounting, or Finance preferred.
• 4+ years of relevant professional experience.

Responsibilities

• Serve as a trusted SME within the business unit, leading resolution of complex operational, client, and trade-related issues.
• Maintain ownership of comprehensive client data across trading platforms and internal account records for accuracy and consistency.
• Deliver high-quality client service through proactive communication, timely follow-up, and effective research and resolution of inquiries.
• Act as first escalation point for the Operations team by managing actions across all client types using approved systems and custodian platforms.
• Prepare, review, validate, and approve standard and ad hoc client reporting with data integrity and regulatory alignment.
• Provide oversight of daily transaction processing, ensuring controls and SLAs are met.
• Identify operational risks and inefficiencies; partner with peers to optimize models and workflows.
• Apply AI and automation to support objectives, data analysis, and processes.
• Support department initiatives and strategic projects as needed.

Skills

Excel proficiency

Office applications

Trading platforms

VBA

SQL

Python

Communication skills

Independent judgment

Education

Bachelor's degree in Business, Accounting, or Finance

Tools

None

Job description

Who we are looking for

In this role, you will work with State Street teams across the globe to support premier investment management clients. As an Officer, you will have direct accountability for overseeing day-to-day transactional and trade operations, ensuring operational integrity, data accuracy, and high-quality client service in a fast paced and dynamic environment. This role requires independent judgment, strong leadership capabilities, and the ability to manage complex issues across multiple stakeholders.

Why this role is important to us

You will serve as a key point of escalation and a first line of defense in identifying, mitigating, and escalating potentially risky activity. Through close partnership with internal teams and external stakeholders, you will play a critical role in ensuring operational excellence, strengthening controls, and contributing to innovative solutions that enhance how State Street services its clients.

What you will be responsible for

As an Officer, you will:

• Serve as a trusted subject matter expert within the business unit, leading the resolution of complex operational, client, and trade-related issues involving clients, custodians, brokers, counterparties, and internal teams.
• Maintain ownership and oversight of comprehensive client data across trading platforms, and internal account records, ensuring accuracy and consistency.
• Deliver high-quality client service through proactive communication, timely follow-up, and effective research and resolution of internal and external client inquiries, including appropriate escalation as needed.
• Act as first escalation point for the Operations team by managing and resolving actions across all client types using approved systems and custodian platforms.
• Prepare, review, validate, and approve standard and ad hoc client reporting, ensuring data integrity and alignment with client and regulatory requirements.
• Provide oversight of daily transaction processing routines, ensuring adherence to established controls, procedures, and service level expectations.
• Identify operational risks, process gaps, and efficiency opportunities, partnering with peers and leadership to optimize operating models and workflows.
• Apply practical use cases of AI and automation tools to support business objectives, enhance data analysis, and streamline operational processes.
• Support department wide initiatives, ad hoc projects, and strategic priorities as assigned by leadership.

What we value

• Exposure to asset management, banking operations, or financial services environments.
• Strong Excel proficiency (pivot tables, lookups, and formulas) and working knowledge of Microsoft Office applications; trading platform experience and VBA, SQL, Python are a plus.
• Ability to synthesize findings and insights into clear, well-organized summaries and client-ready materials.
• Strong verbal, written, and interpersonal communication skills.
• Highly self-driven and adaptable, with the ability to take direction, exercise independent judgment, problem-solve effectively, and deliver results with minimal oversight in a dynamic, evolving environment.

Education & Preferred Qualifications

• 4+ years of relevant professional experience.
• Bachelor’s degree required; Business, Accounting, or Finance preferred.

Work Requirement

This role requires four (4) days per week working in the office.

About State Street

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

$60,000 - $101,250 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.

Benefits

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes:

• our retirement savings plan (401K) with company match
• insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
• paid-time off including vacation, sick leave, short term disability, and family care responsibilities
• access to our Employee Assistance Program
• incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
• eligibility for certain tax advantaged savings plans

Equal Opportunity and Diversity Statement

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 Read our CEO Statement

Job Application Disclosure

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.