Senior Middle Office Ops Lead: Data, Risk & Client Service

State Street

Quincy (MA)

On-site

USD 65,000 - 106,250

Full time

14 days+

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Benefits offered by this job

401K with company match
Health insurance coverage
Paid time off
Employee Assistance Program

Job summary

State Street in Quincy, Massachusetts is seeking an Officer to support investment management clients by overseeing trade operations and ensuring operational integrity. Candidates should have over 4 years of relevant experience and proficiency in Excel, with knowledge in VBA, SQL, and Python preferred. This role emphasizes strong leadership and communication skills.

The position ensures high-quality client service and operational excellence, requiring four days of office presence each week. A Bachelor’s degree in Business, Accounting, or Finance is required.

Qualifications

  • 4+ years of relevant professional experience.
  • Exposure to asset management or banking operations is a plus.

Responsibilities

  • Oversee day-to-day transactional and trade operations.
  • Act as first escalation point for the Operations team.
  • Maintain ownership of comprehensive client data.
  • Identify operational risks and efficiency opportunities.
  • Support department-wide initiatives and strategic priorities.

Skills

Strong Excel proficiency
VBA
SQL
Python
Strong verbal communication skills
Interpersonal communication skills

Education

Bachelor’s degree in Business, Accounting, or Finance

Tools

Microsoft Office applications
Trading platforms

Job description

State Street in Quincy, Massachusetts is seeking an Officer to support investment management clients by overseeing trade operations and ensuring operational integrity. Candidates should have over 4 years of relevant experience and proficiency in Excel, with knowledge in VBA, SQL, and Python preferred. This role emphasizes strong leadership and communication skills.

The position ensures high-quality client service and operational excellence, requiring four days of office presence each week. A Bachelor’s degree in Business, Accounting, or Finance is required.

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