Your new team
Transaction Management team within Middle Office business department.
Team provides investment management services such as all aspects of trade confirmation, trade settlement instruction creation activities across Asset Managers' portfolios worldwide. Products include Equities, Fixed Income, Cash, Foreign Exchange, Unitized Funds and Securitized Derivatives of the same.
Transaction Management team is key partner of Asset managers, Traders, Brokers and other counter-parties.
Who we are looking for
A person with an proven subject matter experience in Middle Office areas: Transaction Management/ Trade Settlement or Processing willing to grow their industry career with us.
What you will be responsible for:
Working within the Investment Management Services - Transaction Management (TM) team based in Poland, provide primary support for client onboarding and change related projects, operational team (BAU) support
Represent the TM function in both external and internal project discussions and workshops
Escalate issues and key decisions to functional line management where required
Support the client Project Management Office as TM representative in administrative duties within the functional workstream
Support validation of the Future State Operating Model covering in-scope TM functions
Work with the TM BAU Operations teams to ensure that they understand the Future State Operating Model and that workflows and procedures are documented
Support and execute TM onboarding activities to be operationally ready to support the TM in-scope business activities and completed required tasks such as procedures, system accesses and training
Ensure TM ‘Green Light Criteria’ items are met and include TM business teams’ items required readiness for migration. Co-ordinate with Operational Readiness workstream lead to complete this
Co-ordinate TM training requirements and ensure completion
Support other TM onboarding activities as required
Liaise with clients and colleagues both regionally and cross border within the TM project workstream
What we value
Experience of working in a critical deadline driven environment
Excellent analytical, research and problem solving skills
Client service and solutions driven mind-set
Ability to form effective working relationships with multiple parties - Clients, Business Experts, IT and Project Teams
High Stress resistance
Self-starter, self-motivated, adaptable and show initiative with an ability to work both autonomously and within a team environment
Required Skills and Qualifications:
5-8 years of transaction management experience in a large financial services organization preferred– a detailed understanding of the procedural, technical and product requirements within TM Teams
Fluent English – strong verbal and written communication skills
Academic background, preferred degree in economics, finance, science or engineering
Proven Transaction Management knowledge across asset types
Industry utility experience preferred – Omgeo CTM, ALERT, GTSS, SWIFT
Understanding of change management and Lean best practice theories, with practical experience is desirable
PC skills, including MS Office applications Word, Excel, Project and Visio
What we offer
Employee savings plan
Premium life insurance package
VIP medical package
Soft skills trainings
Development sessions with a mentor
Diversity of opportunities across a range of challenging and highly complex activities
Technical or leadership career pathway
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.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective 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 the 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 program 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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