Investment Management Associate

1 day ago


Coimbatore, Tamil Nadu, India myGwork Full time
About Us
State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.

Job Description
As a Senior Associate in Middle Office Services, you will work closely with State Street teams from around the globe to support premier investment management clients. Your key responsibilities will include overseeing day-to-day transactional responsibilities in a fast-paced, flexible environment. You will be responsible for trade confirmation, trade process, trade settlement, and reporting of trade instructions from clients. Additionally, you will process directed lending instructions, wire transfers, and trade exceptions while ensuring timely response to client-initiated queries and escalation of unresolved matters to your manager for best resolution solutions.

Your Key Responsibilities
* Support a large international Investment Management Client
* Provide high-quality support to both internal and external clients
* Embody State Street's corporate values and contribute to a work environment reflective of those values
* Effectively communicate with clients, custodians, brokers, managers, and peers within State Street
* Demonstrate strong team player skills and dedication to group and company goals
* Showcase professional maturity and effective time management
* Analyze problems, obtain and evaluate information, and reach sound conclusions
* Ensure all internal/external clients' inquiries are logged and resolved in a timely and satisfactory manner
* Deliver daily and monthly services in accordance with relevant client SLAs
* Process transactions on a daily basis
* Participate in semi-annual broker review meetings
* Facilitate new market initiatives setup
* Contribute to team initiatives around audit, risk management
* Complete special tasks and projects assigned by your supervisor or manager.

What We Value
To succeed in this role, you will need to possess excellent attention to detail, be responsible, take ownership of your job, and prioritize your work effectively. You must also be proactive, a problem solver, and highly professional when interacting with multiple departments within the company. A good understanding of the risks involved in the processes and reflecting this in your approach to work prioritization is essential. Furthermore, you should be able to handle numerous activities, multitask often working to tight deadlines, and demonstrate flexibility when dealing with ad-hoc queries from clients.

Education & Preferred Qualifications
A Bachelor's degree is preferred, and you should have a minimum of 2 years prior business experience. Knowledge of the Investment Management industry, particularly around processes and key deliverables, is desirable. Proven ability to communicate clearly, concisely, and professionally is required. Strong time management skills with the ability to prioritize under pressure are essential. Familiarity with State Street operations, including technical systems, policies, and procedures, is an advantage. Proficiency in Microsoft Word, Outlook, and Excel is necessary.

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