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Alternative Investment Services Core Operations, Officer

Lead the custody team to ensure daily client reporting accuracy and compliance
Quincy, Massachusetts, United States
Senior
$52,000 – 94,120 USD / year
1 month ago
State Street

State Street

A global financial services provider offering investment management, research, trading, and financial data analytics for institutional investors.

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Officer For Quincy Office Location

We are looking for an Officer for our Quincy office location to service Private Equity Custody Clients for our Custody division of our Alternative Investment Solutions Group. They will partner with both clients and colleagues to establish the workflow and ensure client reporting is updated daily.

The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private equity funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements.

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

What You Will Be Responsible For

  • Oversee Custody team to ensure client deliverables are met
  • Review reporting to ensure deliverables are met for client inquiries.
  • Heavy client interaction on a daily basis.
  • Maintain working relationship with all client contacts.
  • Manage internal workflow and client deadlines.
  • During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.

What We Value

  • Strong critical thinking, problem solving, and decision-making skills
  • Excellent administrative and organizational skills
  • Ability to multitask and work efficiently to meet client deliverables.

Education & Preferred Qualifications

  • Bachelor's degree with Finance
  • 4+ years of leadership experience
  • Advanced Excel skills (advanced formulas, pivot tables, VLOOKUP).

Additional Requirements

  • Exceptional interpersonal & communication skills
  • The ideal candidate will be a well-organized detailed oriented, analytical individual with exceptional interpersonal and communication skills. Candidates must demonstrate the ability to simultaneously handle multiple assignments and pressure while working efficiently to meet client deliverables.

Salary Range: $52,000 - $94,120 Annual

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Alternative Investment Services Core Operations, Officer
Quincy, Massachusetts, United States
$52,000 – 94,120 USD / year
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About State Street
A global financial services provider offering investment management, research, trading, and financial data analytics for institutional investors.