Operations Officer: Trade & Data Excellence

State Street; Irvine (CA); On-site; USD 65,000 - 106,250; Full time

Benefits offered by this job

401K with company match

Comprehensive insurance coverage

Paid-time off including vacation

Employee Assistance Program

Job summary

State Street is seeking an Officer in Irvine, California to support investment management clients by overseeing transactional and trade operations. This role involves ensuring operational integrity, managing issues, and maintaining valuable client relationships.

The ideal candidate will have at least 4 years of experience in financial services, strong Excel skills, and the ability to work independently. A competitive salary ranging from $65,000 to $106,250 annually is offered, along with comprehensive benefits packages.

Qualifications

• 4+ years of relevant professional experience.
• Experience in investment management or financial services.
• Ability to manage operational, client, and trade-related issues.

Responsibilities

• Lead resolution of complex operational issues.
• Ensure data accuracy across trading platforms.
• Deliver high-quality client service.

Skills

Asset management exposure

Strong Excel proficiency

Communication skills

Problem-solving

AI and automation tools knowledge

Education

Bachelor’s degree

Business, Accounting, or Finance preferred

Tools

Microsoft Office

VBA

SQL

Python

Job description

State Street is seeking an Officer in Irvine, California to support investment management clients by overseeing transactional and trade operations. This role involves ensuring operational integrity, managing issues, and maintaining valuable client relationships.

The ideal candidate will have at least 4 years of experience in financial services, strong Excel skills, and the ability to work independently. A competitive salary ranging from $65,000 to $106,250 annually is offered, along with comprehensive benefits packages.