Shareholder Services Expert, Officer, State Street Investment Management

Senior Member, European Shareholder Services Team

The European Shareholder Services Team, as part of the Investment Operations unit, administers incoming client instructions relating to subscription and redemption activity for portfolios managed globally by SSIM. The team is responsible for the verification, accurate, timely processing, and onward communication of these instructions to the SSIM Investment Management team. The Shareholder Services team within SSIM Poland is an extension to the SSIM Shareholder Services team globally (London, Dublin, Sydney, Boston). The team consists of nine professionals with local management structure. The successful candidate will act as a senior member within the team, assuming responsibility on a variety of business processes with elements of team administration.

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

What You Will Be Responsible For

Acting as a subject matter expert for processes managed by the European Shareholder Services team. Oversight of daily processes and controls, coupled with completing tasks assigned in a timely manner. Organization of teams work, preparation of weekly task allocation, identification of process gaps and training needs. Working closely with manager on building succession plan and strategy for the whole team. Taking responsibility and acting as a lead on various internal projects. Providing accurate and timely operational investment support to internal and external stakeholders. Managing operational risk, regular review and identifying further opportunities for risk mitigation. Ensuring all functional procedures are kept up to date. Supporting a culture of effective challenge to evolve daily operational processes, recommending and implementing changes and delivering continuous improvement. Being open to feedback. Developing and maintaining relationships with key internal and external stakeholders including other business lines and corporate functions.

What We Value

You will have strong analytical skills and a positive organized approach. Excellent attention to detail. Excellent oral and written interpersonal skills, ability to communicate at all levels of the organization. Ability to work confidently both independently and as part of a team. Ability to multitask, plan and run multiple priorities with the skills to adapt and change in a delivery focused, deadline driven environment. You are willing to assume responsibility and take ownership of tasks assigned. Excellent teamwork. This role requires a minimum of three to four days in the office weekly.

Education & preferred qualifications: Degree qualified (or equivalent) with a financial or analytical discipline preferred. Very good English level, other languages as an advantage. Advanced Excel knowledge. VBA/Macro coding skills are a plus. Practical AI usage or other technical or digital skills are an advantage. Five or more years robust industry experience within the fund industry. Proven experience in Investment Operations, Transfer Agency, Middle Office or similar operations unit is desirable.

About State Street Investment Management

As the asset management arm of State Street Corporation, State Street Investment Management has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care.

Our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.

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.