
Leading company in the financial services industry
Transfer Agency, Senior Associate at State Street
About the role
Job Description:
Who we are looking for
This Senior Associate position is part of our Unit Dealing team. The role will be responsible to perform operation oversight for the team
Why this role is important to us
The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. You will help us build resilience and execute day to day deliverables at our best.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
As Unit Dealing Senior Associate you will:
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Managing day to day operations / delivery of assigned clients with a keen eye on oversight of operational risks to achieve good KPI performance for the team
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Ensure all activities are completed in line with internal standards and review as required
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Ensure incoming queries are being managed in a timely and accurate manner
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Knowledge of custody specific trade and cash life cycle process in terms of processing and settlement activities is preferable
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Work in conjunction with individuals on the team as well as other business units, shared services/COEs, outsource partners, external clients as needed to resolve issues/discrepancies and ensure client satisfaction through seamless processing, accuracy, and adherence to all SLAs/internal standards/guidelines.
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Good problem solution skill. As there might be a lot of unknow issue happen which is not exactly meet before, require the skills to have strong resolving skills
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Professional email written skill and fluent spoken English and professional communication skill as multi-communication is required with internal/external teams.
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Consistently work with team and managers to review the process and optimize the process to achieve the operational efficiency. Participate in project and contribute to process improvements.
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Escalate potential issues to supervisor or next level manager on a timely basis.
These skills will help you succeed in this role
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Working knowledge of financial products and financial markets
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Strong computer competence (Microsoft applications: Excel, Word, etc.)
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Interpersonal and oral communication skills
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Ability to work under pressure/deadlines driven environment
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Good sense of risk awareness
Education & Preferred Qualifications
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Bachelor’s degree or equal job experience
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5+ years of custody experience and/ or fund accounting experience
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.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Required skills
Transfer agency
Unit dealing
Operational oversight
KPI management
Issue resolution
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About State Street

State Street
PublicState Street Corporation is an American multinational financial services and bank holding company headquartered at One Congress Street in Boston. It is the second-oldest continuously operating U.S. bank, tracing its roots to Union Bank, chartered in 1792.
10,001+
Employees
Boston
Headquarters
$55B
Valuation
Reviews
10 reviews
3.7
10 reviews
Work-life balance
3.2
Compensation
4.0
Culture
3.8
Career
3.4
Management
2.8
68%
Recommend to a friend
Pros
Supportive colleagues and team culture
Good benefits and retirement plans
Learning and advancement opportunities
Cons
Heavy workload and overtime expectations
Poor management direction and support
High stress and fast-paced environment
Salary Ranges
101 data points
Junior/L3
Mid/L4
Junior/L3 · Business Operational Audit
7 reports
$96,876
total per year
Base
$84,240
Stock
-
Bonus
-
$77,769
$275,112
Interview experience
5 interviews
Difficulty
2.6
/ 5
Duration
21-35 weeks
Offer rate
20%
Experience
Positive 20%
Neutral 60%
Negative 20%
Interview process
1
Application Review
2
Recruiter Screen
3
Phone Interview
4
Technical/Hiring Manager Interview
5
Final Interview/Offer Stage
Common questions
Technical Knowledge
Behavioral/STAR
Past Experience
Culture Fit
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