Charitable Asset Management Operations- Associate 2- State Street Global Advisors

3 months ago

Bengaluru, India State Street Full time

CAM Operations

Work as a member of a broader team in processing and administration of the gift annuity and trust gift vehicles. This includes new gift setup and any administration changes to existing accounts. (Address change, bank info updation etc.) Work as a member of a broader team in processing the State filing reports. This includes preparing and distributing reports Support the Investment and Tax teams within Charitable Asset management group. Contribute to strategic initiatives focused on ways to improve operational controls, system(s) enhancements, and process flows.

Alternative investments

Develop a strong understanding of Alternative investments operations and processes Monitoring generic mailbox, transaction processing and reconciliations Cash monitoring and accounting the Cash / noncash transactions in the Accounting ERP Cash & positions reconciliations Analyzing quarterly and annual capital account statements &financial statements

What we value

These skills will help you succeed in this role:

Good English, written and oral communication skills Working knowledge of Microsoft applications. Time management skills Multi-Task Capabilities Organized and attention to details. Ability to perform effectively within strict client deadlines Team players who must show the willingness to work with cross functional teams. Ambition to succeed and forge a long term career in one of the largest Funds Servicing companies in the world Self-motivated and goal-oriented.

Education & Preferred Qualifications

Bachelor’s degree with concentration in Finance, Accounting, Business Management, and/or Information Systems 2+ years of experience in financial services industry

Are you the right candidate? Yes

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street Global Advisors

State Street Global Advisors is the asset management business of State Street Corporation, one of the world’s leading providers of financial services to institutional investors, with a heritage dating back over two centuries. With over $3.5 trillion in assets under management, State Street Global Advisors offers one of the broadest selections of services across asset classes, risk profiles, regions and styles. The firm’s investment culture is built on experience and skill that each of its more than 400 investment professionals and over 2,300 employees around the world bring to every client relationship. State Street Global Advisors commands a truly global presence with 22 offices and 11 investment centers across 5 continents with its global headquarters located in Boston, MA. The Outsourced Chief Investment Officer (OCIO) business has more than $90B of AUM at June 30, 2018 with over 30 clients and an investment record that dates back to 1994.

As a Business Analyst within State Street Global Advisors OCIO Business, you will be responsible for building and delivering outstanding client service across the full lifecycle of an institutional client’s experience. You will also be part of and collaborate with a talented team responsible for handling the day-to-day needs of our clients. To be successful, you will need to develop an understanding of State Street Global Advisors investment and operational capabilities, the OCIO service offering, culture and vision in order to efficiently diagnose issues and solve problems that inevitably arise in the course of a client relationship. Due to the complex needs of our clients, you will need to build collaborative relationships across our sales, investment, product, marketing, operations, finance, legal, compliance and other internal teams critical to the end-to-end client lifecycle, from initial contact to on-boarding to (hopefully infrequent) off-boarding. You will also partner with your colleagues on client engagement initiatives to ensure global consistency and the successful implementation of newly developed engagement strategies and processes. In particular, you will be closely integrated with our OCIO Executives daily as they work to meet our clients’ objectives. These interactions take many forms, including participating in projects and strategic initiatives related to complex client deals and issues as well as broader, more thematic initiatives designed to continuously improve the overall experience clients have in working with State Street Global Advisors. 

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