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Corporate Actions Client Onboarding, Officer (Hybrid Role)

State Street

State Street is a leading provider of financial services to institutional investors around the world.

Who we are looking for

The candidate must have extensive corporate actions and income processing knowledge, gained over several years and be able to determine and interpret interpret all variations that can arise within specific corporate action event types, which may impact our client base; An ability to assist in managing large projects while creating and executing test plans to account for all scenarios that can arise within each corporate action event type. Work with the processing team to create bespoke operating procedures

Broad and in-depth understanding of the asset management industry, gained through working in a variety of asset management disciplines and proven client facing and project management experience with the ability to represent the department and communicate with colleagues at all levels.

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Why this role is important to us

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As a Corporate Actions and Income Specialist / Project Manager you will

Provide Subject Matter expertise for all Corporate Action and Income related questions and queries. Manage elements of the onboaring of multiple large new clients Work with Project teams, client and colleagues in multiple locations to ensure all required detail and data is accurate and received / sent / updated in a timely manner. Act as the point at which relevant client and internal queries are tracked, with pro active management to ensure timely response and resolution. Review Client specific processes and ensure they are introduced through all phases of project preparation and into the Production environment. Perform work independently within scope of established guidelines and according to specific procedures. 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, act as resource and assist team members from multiple operational areas for both onshore and offshore locations. Create and execute bespoke test plans Document and validate the Future State Operating Model covering all in-scope Investment Operations functions. Work with, review and participate in BAU with the Asset Servicing Business Operations teams to ensure that they understand the Future State Operating Model and that they are operationally ready to support the in-scope business activities and have completed required tasks such as procedures, system access and training. Prepare and co-ordinate reviews of the ‘Green Light Criteria’ document tracking the completion of tasks critical to the project and business teams’ readiness for migration Analysis and documentation of data consistency issues Co-ordinate and monitor training program Maintenance of Processing Matrix Support other Operational Readiness activities and administrative tasks as required Liaise with clients and colleagues within other business areas and locations Work with the Business teams to update Procedures, Processes Flow and Checklists as required Arrange, co-ordinate and host calls to progress Projects, On-boarding and Operational Readiness as required. Highlight / Raise systemic development requirements as required. Complete any ad-hoc tasks as identified by the line manager.

What we value

These skills will help you succeed in this role

  • Excellent analytical skills and ability to analyse on the spot.
  • Good team working skills.
  • Strong writing, communication and presentation skills to audiences of different sizes and levels of seniority.
  • Good time management / prioritization skills essential
  • Must be self motivated, adaptable and show initiative in different circumstances and under pressure.
  • Flexibility in working outside of your responsibilities and areas of expertise.
  • PC literate – Word, Excel, PowerPoint skills necessary.
  • Project experience
  • Client facing experience

Education & Preferred Qualifications

Extensive Corporate Actions and Income knowledge

Broad and in-depth understanding of the asset management industry, gained through working in a variety of asset management disciplines.

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

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.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives 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 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 programs 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.

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Corporate Actions Client Onboarding, Officer (Hybrid Role)

To apply for the job click here

Contact us

State Street

State Street is a leading provider of financial services to institutional investors around the world.

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