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.
Why joining our Middle Office team is a good career move for you?
If you are looking for a role offering wide and varied scope of responsibilities and a chance to get expertise on various financial products this is the position tailored to your needs and career aspirations. Grow your career with our Middle Office team as a senior-level expert, take part in additional projects and support new clients' on-boarding. Join one of the fastest growing State Street's departments and build your career with us - nearly 6000 employees are developing their careers with State Street Bank Poland.
Your new role
As Transaction Management Operations Expert you will be
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
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
Self-starter, self-motivated, adaptable and show initiative with an ability to work both autonomously and within a team environment
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
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
High Stress resistance
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
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