Who we are looking for

We are looking for candidates for the role of Officer within the Fund Order Services team that will be responsible for running our Dynamic Cash allocation business. The role involves both responding to and engaging with the client to solve day to day issues as well as planning for future projects and providing thought leadership as needed.

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. In your role you will strive for cutting-edge solutions, that are straightforward and scalable.

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 Fund Order Services (Dynamic Cash Allocation) Officer you will

• Overseeing asset allocation services for clients in a fast-paced environment across a variety of complex portfolio types, including target dates, multi-manager, and fund-of-funds
• Report allocation activity to trading partners, clients, and transfer agents for trade execution
• Research and resolve inquiries and reconcilement issues with custodians and trading partners
• Ensure all team deliverables are met within assigned deadlines on a daily basis, document and update procedures and team checklists, ensure adherence to standard operating procedures
• Train, develop and motivate staff, and complete performance appraisals
• Assist with client reporting and client projects
• Managing conversion/start-up of new client relationships with input from VP or MD
• Analyze internal processes and look to automate, reduce risk, and streamline workflows
• Analyze requirements, test, and implement enhancements to asset allocation application in coordination with management team, clients, IT, and systems vendor
• Manage the day-to-day activities of a functional team by monitoring, reviewing and validating all daily activity to ensure accuracy and adherence to controls within tight deadlines
• Develop timely and accurate responses to ensure the needs of the group are being met
• Maintain internal and external client relationships
• Provide support for client testing and model office
• Track and Manage the completion of annual client audits

What we value

These skills will help you succeed in this role

• Strong critical thinking and decision making skills
• Strong Microsoft Excel skills
• Ability to understand and contribute to documented business and technical system requirements

Education & Preferred Qualifications

• Bachelor’s degree or equivalent
• 6-8 years’ experience in financial services industry

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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