
Transaction Management Team Manager, Officer
Operating in Europe since 1970 State Street services clients in multiple locations. State Street Bank Poland was established in 2007 in Kraków. Today State Street Bank Poland employs over 2000 staff members at three sites across the city. Our Kraków office provides investment fund accounting and related services to clients of multiple State Street locations and business units across Europe. We offer positions in a challenging, rapidly changing and international environment. There are multiple opportunities to gain experience in diverse areas of the investment fund cycle. State Street offers a significant scope for personal growth and career progression. Throughout your career at State Street you will be provided with a wide range of training opportunities and internal mobility options as well as individual development plans, attractive benefits and an excellent remuneration package. The continuous development of our employees from day one is critical as we continually seek to develop and expand the local management team and create future leaders from within.
IMS Transaction Management team is centric for Asset managers, traders, brokers and other counterparty’s relationships.
Job Responsibilities:
- Working within the Investment Management Services - Transaction Management (TM) team based in Poland, provide primary support for operational team (BAU) support
- Guiding Team Leaders managing teams of Trade Support Analysts
- Developing effective working relationships and communications with staff and ensure that staff are motivated, developed and supported
- Contributing actively in team activities, drive sharing experiences and ideas.
- Maintaining operations of Transaction Management unit performing middle office functions (trade confirmation) for multiple Asset Mangers across fixed income, equity, unit trusts, money market, FX and cash instruments.
- Playing key part in performance governance through KPI/KRI management, client relationship management (Service Level reviews)
- Managing third party claims and liability recommendations for Senior Management
- Representing the TM function in both external and all internal project discussion and workshops
- Developing and supporting critical internal relationships with dependent units, clients, cross functional operational colleagues and global counterparts
- Preparing reports for audit and audit assistance
Skills/ Qualifications:
- 6-8 years of transaction management experience in a large financial services organization – a detailed understanding of the procedural, technical and product requirements within TM Teams preferred
- Above 3 years of managerial experience
- Strong understanding of financial markets; familiarity with custodian cut offs for various financial products and settlement methodologies
- Understand settlement methodologies across various products (Fixed Income, Equity, FX, Cash etc.)
- Industry utility experience preferred – Omgeo CTM, ALERT, GTSS, SWIFT
- Good management, leadership and team working skills
- Client service and solutions driven mind-set, including ability to work with third-party Senior management
- Fluent English – strong verbal and written communication skills
- Academic background, preferred degree in economics, finance, science or engineering
- Multitasking skills, strong analytical and prioritization skills, experience in deadline driven environment
- Ability to deal with global operating parties in an efficient manner, considering cultural differences.
- Understanding of change management and Lean best practice theories, with practical experience is preferred
- PC skills, including MS Office applications Word, Excel, Project and Visio
We offer:
- Employee savings plan
- Premium life insurance package
- VIP medical package
- International operating environment
- Language classes
- Soft skills trainings
- Technical workshops
- Development sessions with a mentor
- Diversity of opportunities across a range of challenging and highly complex activities
- Technical or leadership career pathway
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.
As a first step we ask all candidates to fill out our online application form. Please enclose the CV in English and remember to save this document without any Polish characteristics also in file name.