Job Description

Satellite team to team in London which manages client change events for EMEA clients. Work between locations is split based on the type of events. Teams are working alongside, sharing pipeline and resources.

Krakow team interacts with variety of business teams (Shareholder Services, Portfolio Managers, Client Relationship Managers, Investment Oversight, Legal, KYC, and many more) as well as external parties (brokers, vendors). Stakeholders are on various level from associates to portfolio managers and senior portfolio managers, lawyers and managing directors.

CORE RESPONSIBILITIES:

• Plan and manage the end-to-end process for change events assigned. Provide advice and consulting with all stakeholders on all aspects of client change events managed by the team.

• Create, maintain and submit event checklists, information packs and administration for each event, ensuring adherence to procedures.

• Provide operational support for implementation events managed in London e.g. Client Onboardings.

• Manage and coordinate market opening requests with Custodians and FCM account openings with Clearing Brokers.

• Manage the coordination and implementation of Credit Lines with external brokers.

• Support processes related to maintenance of Trading Agreements, such as Futures Give Ups, ISDA, CSA and GMRA.

• Work closely with the Contracting and KYC/AML teams to ensure timely completion of legal administration within planned timeframes. Event administration for contract renewals, fee changes and updates to restriction lists.

• Participate in meetings with internal & external teams (as needed) in preparation for events assigned.

• Maintain static data set up on internal systems; maintain client and portfolio reference data. Data quality reporting.

• Extensive liaison with custodians, trading counterparties, transfer agencies and other external parties for the assigned events.

• Provide timely and accurate query investigation and resolution for internal and external stakeholders.

• Build and maintain relationships with internal & external stakeholders.

• Continuous focus on risk excellence and risk mitigation.

• Participate in projects as assigned.

CORE SKILLS:

• Degree with a financial or analytical discipline preferred.

• Operations experience i.e. transfer agency, reconciliation, settlements.

• Experience working with clients in multiple jurisdictions.

• Product experience desirable: Bonds, Equities, FX, Futures, OTC Derivatives, Funds.

• Understanding investment markets and settlement.

• Ability to plan and run multiple priorities and tasks with the skills to adapt and be flexible to change in priorities in delivery focused environment.

• Excellent oral and written communication skills.

• Excellent interpersonal skills with an excellent grasp of the importance of client service.

We offer

• Permanent contract from day one

• Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)

• Gold medical package for employees and their families (partner and children)

• Premium life insurance package and private pension plan

• Wide range of soft skills training, technical workshops, language classes and development programs

• Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice

• Variety of well-being programs

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we are making our mark on the financial services industry. For more than two centuries, we have 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 in locations, but you may expect generous medical care, insurance and savings plans among other benefits. You will have access to flexible Work Program to help you match your needs. In addition, 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 perspective 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 the 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 program 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

State Street's Speak Up Line

Załącznik do standardu Whistleblowing i Speak Up SSBI GmbH dla Oddziału w Polsce