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State Street Bank Poland
Data aktualizacji: 2021-10-22
Kraków, małopolskie
Data aktualizacji: 2021-10-22 Aplikuj
Middle Office Transaction Management – Subject Matter Expert, Officer
Location: Kraków

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

  • Multisport card

  • 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


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.