Standing Settlement Instruction (SSI) Setup and Maintenance
Regulatory Reporting Data Support
Misc Static data maintenance
Act as a key executor for the North America region to ensure appropriate prioritization of work and timely resolution of open items
Help monitor KPIs and KRIs to ensure a high level of service
Track and monitor potential issues and delays
Address unique and challenging situations
Evaluate and enhance processes and procedures on an ongoing basis
Ensure accuracy of accounts and securities set up in transaction systems and client static data
Maintain strong working relationships with Regional team leads
Participate in the enhancement and maintenance of internal systems for workflow management and data storage
Resolve and escalate request specific and systematic issues proactively and in a timely fashion
Ensure the completeness control check for the day are done before leaving
What we value
These skills will help you succeed in this role
Strong communication, interpersonal, organizational, and time management skills
Ability to analyze the client instructions and process
Ability to lead and develop operating teams across multiple products with global outreach
Deadline and detail oriented
Demonstrated computer proficiency, including knowledge of MS Excel, MS Access database as well as problem solving and analytical skills
Proven ability to review, evaluate processes and perform root cause analysis that is leading to data quality issues
Must be open to working in North America (NAM) shift hours and supporting global stakeholders across multiple regions.
3+ years of experience in business or systems analysis, or as a key business resource on systems projects, preferably at a financial institution.
Education & Preferred Qualifications
Graduate and above preferably in Finance
B.COM, BBM/BBA. MBA (Finance), M.COM or any degree related to Finance or Commerce
Additional requirements
Certification on NCFM / CISI (Chartered Institute for Securities & Investment)
Knowledge on Macros, SQL & MS Access Database queries
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
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.
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