Your new team:Investment Management Services (IMS) Transaction Management team services all aspects of trade confirmation and settlement instruction creation process across Asset Managers portfolios worldwide. Products include equities, fixed income, cash, foreign exchange, unitized funds and securitized derivatives of the same. IMS Transaction Management team is centric for Asset managers, traders, brokers and other counterparty's relationships. Who are we looking for?A person with an proven subject matter experience in Middle Office / Transaction Management / Transaction or Securities Processing services willing to grow their industry career with us.
Working within the Investment Management Services - Transaction Management (TM) team based in Poland, provide primary support for operational team support
Guiding other team members; supporting junior colleagues in daily operational activities
Contributing actively in team activities, drive sharing experiences and ideas.
Maintaining operations of Transaction Management unit performing middle office functions (trade confirmation) for multiple Asset Mangers across fixed income, equity, unit trusts, money market, FX and cash instruments.
Playing key part in performance governance through KPI/KRI management, client relationship management (Service Level reviews)
Driving implementation of industry or regulatory imposed changes
Supporting the client Project Management Office as TM representative in administrative duties within the functional workstream
Managing direct risk factors (operational and financial) through claims management, investigation and ownership over remediation strategies
Acting as senior escalation point and subject matter expert for middle office related inquiries
Representing the TM function in both external and all internal project discussion and workshops
Developing and supporting critical internal relationships with dependent units, clients, cross functional operational colleagues and global counterparts
Preparing reports for audit and audit assistance
Required Skills and Qualifications:
6-8 years of transaction management experience in a large financial services organization - a detailed understanding of the procedural, technical and product requirements within TM Teams preferred
Strong understanding of financial markets; familiarity with custodian cut offs for various financial products and settlement methodologies
Industry utility experience preferred - Omgeo CTM, ALERT, GTSS, SWIFT
Understand settlement methodologies across various products (Fixed Income, Equity, FX, Cash etc.)
Client service and solutions driven mind-set, including ability to work with third-party Senior management
Fluent English - strong verbal and written communication skills
Academic background, preferred degree in economics, finance, science or engineering
Ability to deal with global operating parties in an efficient manner, considering cultural differences.
Understanding of change management and Lean best practice theories, with practical experience is preferred
PC skills, including MS Office applications Word, Excel, Project and Visio
Employee savings plan
Premium life insurance package
VIP medical package
Soft skills trainings
Development sessions with a mentor
Diversity of opportunities across a range of challenging and highly complex activities
Technical or leadership career pathway
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'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.
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.