VP
Financial Services

N/A

Middle Office (Transaction Management) – AVP 2

State Street
Bengaluru

2 years ago

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In this role, you will work with State Street teams from around the globe to lead a team supporting a global premier investment management client. You will have leadership and strategy responsibility to oversee and deliver all day-to-day transactional responsibilities of the transaction management team in a fast-paced, flexible and exciting environment. The role will need to initiate and develop good communication and interpersonal relationship with business operations teams and IT and to maintain the high level of service that is currently being provided to all the clients.

  • Oversee and provide day to day management of Transaction Management team in location for responsible client
  • Drive transaction management and settlement discipline excellence though proactive management of the trade lifecycle
  • Responsible for service delivery and client sentiment, including direct client contact
  • Support a strong risk management and control environment
  • Broad and in-depth understanding of standards, methodologies, processes, systems and technology necessary to support investment management operations.
  • Conduct high-level analysis in specific areas of expertise, identify and resolve work-processing issues, make suggestions to streamline operations and implement.
  • Liaise with colleagues in region or divisions globally where required for client issue resolution
  • Perform an overview function for the Shared Services functions identifying operational trends, issues and areas for improvement.
  • Perform work independently within scope of established guidelines and according to specific procedures.
  • Support and proactive manage on Client Change Request items impacting the Enterprise processes and Operating Models
  • Communicate effectively on issues / problems to the Client and to SSC management and ensure a proper and timely follow-up to ensure resolution.
  • Provide guidance, support and development opportunities to the members of your team
  • Excellent analytical skills and ability to analyze on the spot
  • Extensive asset management experience, including investment operations, fund accounting and portfolio valuation
  • Broad and in-depth understanding of the asset management industry, gained through working in a variety of asset management disciplines.
  • Strong critical thinking, problem solving, and decision making skills
  • Trade and reconciliation break investigations experience
  • Strong communication and presentation skills to audiences of different sizes and levels of seniority
  • Must be self-motivated, adaptable and show initiative in different circumstances and under pressure
  • Good team working skills.
  • Flexibility in working outside of your responsibilities and areas of expertise.
Education & Preferred Qualifications
  • Degree in finance, business, technology or equivalent or relevant industry experience
  • Proven experience in client communication and interaction at all levels
  • In depth understanding of Middle Office operations, preferably Trade Management Operations inclusive of trade confirmation, settlement & reconciliation. Product and Industry knowledge preferable across – Equity, FI, FX and ETD, inclusive of Global Markets.
  • Understanding of key technology within the support of investment management operations
  • Experience of driving organizational change, with an understanding of change management principles, techniques & tools.
  • Experience in leveraging technology solutions including low-code tools, SQL, Python or similar is advantageous
  • Strong MS Excel, Access, Word, PowerPoint skills necessary
  • Strong English written and spoken ability
Salary
$
61439
-
$
117359
Ranks
Responsibility
Scope
-
Workplace
-
Functions
Level
N-2
Travel
0%
Date Added
03-05-2024

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