Who we are looking for This position is within the Investor Services business unit of the State Street s Alternative Investment Services Group And is responsible for processing and quality checking of transactions and updating the registers of our clients in response to investor instructions This role requires day to day oversight supervision and review of tasks prepared by a client facing team This role also requires to interacts with all levels of professionals both internally and externally Hence a strong foundation of communication and interpersonal skills are essential What you will be responsible forSupervising hedge fund private equity investor services team working on end-to-end model Conduct review of daily activities like subscription redemption switch transfer wire payments cash reconciliation statements and contract notes investor due diligence etc Managers are expected to be fully hands on with process to be able to sign off transactions and other activities appropriate to the roles and business requirements Ensuring that all dealing registration AML and other tasks are processed as per agreed SLA Day to day oversight of processing to ensure quality and timeliness targets are met Timely escalation to senior management for unresolved issues To work with the team internal departments and groups on any allocated projects Analyses monthly management information to understand where quality at an individual process team level needs to be addressed Facilitate regular team meetings to cascade process updates Set objectives of team members and monitor performance and provide feedback through monthly one to one meetings Provides management and guidance to staff fostering an setting which encourages employee participation teamwork and communication Assist prepare monthly KPIs Ensure that appropriate and agreed controls is always in place Responsible for the development recruitment appraisals and retention of staff Fulfill additional relevant tasks appropriate to the role and business requirements Maintaining good relationship with host location internal and external clients What we valueInterpersonal relationship builder respectful resolves problems people friendly Communication presentation skills listening skills oral communication skills allows others to express themselves and written communication skills Strong leadership management and organizational skills are required to develop periodic goals and manage and motivate team members to attain the established goals Approachable and able to promote teamwork through creative solutions Self-management adaptability and resilience learning behavior integrity and ethics and relationship builder Thinking creative thinking decision making input seeking logical thinking and solution finding Organizational Knowledge business knowledge expert knowledge and external events impact Client Service and Quality quality relationship building and client satisfaction Administration Anticipates needs execution planning process specialist quality seeker and time management Leadership Addresses difficult issues builds effective teams focused on goals champions new initiatives fosters development gives timely feedback and coaching Idea generator and sets challenging performance standards Education Preferred Qualifications 8 - 10 years relevant financial services experience in Transfer Agency Investor Services domain Knowledge of Transfer Agency operations Hedge or Private Equity is mandatory Candidate must have a university degree accounting business mathematics finance or economics Working knowledge of Microsoft packages including Excel Outlook and Word Knowledge of Excel with VBA is a plus Good English written and oral communication skills Strong problem-solving skills detail and result oriented Experience in change initiatives covering areas like process improvement idea generation with a track record of accomplishment in complex projects and change initiatives Demonstrate a good understanding of Dealing Registration Settlements and AML A good understanding of effective risk management Ability to work under pressure meeting challenging deadlines Excellent planning and organization skills Flexible approach to work Ability to work on own initiative 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 re making our mark on the financial services industry For more than two centuries we ve 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 by location but you may expect generous medical care insurance and savings plans among other perks You ll have access to flexible Work Programs to help you match your needs And our wealth of development programs and educational support will help you reach your full potential
📌 Ais Investor Services-officer (Telangana)
🏢 State Street
📍 Telangana
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