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State Street

Portfolio Services Analyst, Senior Associate

Job Posted 4 Days Ago Posted 4 Days Ago
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London, Greater London, England
Mid level
London, Greater London, England
Mid level
You will be responsible for supporting investment operations by resolving queries, coordinating with teams, and ensuring checklist compliance within the portfolio services team.
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Who we are looking for

State Street Global Delivery is responsible for outsource service provision through leading edge technology and services for its clients. SSGD has demonstrated excellent success in recent times with major client wins covering in excess of 10 locations worldwide, including UK, Europe, India and USA. SSC are increasing its talent to support the development and roll-out of new projects within Investment Operations both in the Middle Office and Front Office arena. We require keen investment operations business professionals to play a key role in the delivery of a successful solution.

The candidate will contribute to the EMEA Portfolio Services team covering various functions within the front and middle office. The team member is required to have a proactive, self-starter mindset with analytical skills to research and communicate queries both internally and externally while coordinating with multiple State Street teams.

Why this role is important to us

The team you will be joining is a part of State Street Global Delivery and gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From supporting the CRIMS OMS to Middle office Recordkeeping – we provide complete solutions and servicing across a broad array of assets and investment strategies.

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

What you will be responsible for

  • Analytical knowledge in CRIMS, SSCD, RKS and SQL knowledge as a plus to pinpoint and resolve transaction, position and cash queries.
  • Interact with all front office/middle office teams in order to implement and answer client queries.
  • Ensure checklists are followed at all times to identify, evaluate and track progress of issues and dependencies, escalating them appropriately when unsure.
  • Take ownership of issues to resolution, engage teams as needed to gain consensus.

What we value

These skills will help you succeed in this role

  • Quick learner & team player that is proactive when it comes to working in a fast paced environment.
  • Attention to detail.
  • Strong analytical and accuracy skills with the capability to identify risks.
  • Ownership – display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing a role.
  • Team player – must be willing to learn and assist colleagues in their day-to-day responsibilities if needed.
  • Support our “Risk Excellence” culture.
  • Desire for self-growth within the corporation.
  • Adhere to escalation procedures required by your manager so that you comply with internal policies and external regulations.

Education & Preferred Qualifications

  • Knowledge/experience in investment industry
  • Strong on Excel and other MS office products
  • Post-Secondary Education
  • SQL knowledge would be advantageous

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.

Discover more at StateStreet.com/careers.

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Top Skills

Crims
Excel
MS Office
Rks
SQL
Sscd

State Street London, England Office

20 Churchill Place, London, United Kingdom, E14 5HJ

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