Why State Street Bank Poland?
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.

Purpose Of Role:

The major focus of this role is to manage Transfer Agency process in line with the departmental strategy and team resources in the Poland location. Individuals must have an understanding of service requirements, processes and procedures for fund administration.

Specific Duties:

Leadership:

• Responsible for the achievement of specific department performance targets and objectives
• Exercise operational oversight within the department and make sound operational decisions
• Contribute to the development of the organisation in terms of financial planning, business strategy, service offerings and HR policies
• Create and drive a culture of strict adherence of all Corporate and Departmental procedures.
• Provide leadership and support to the department managers necessary for ensuring their teams are organized & working as efficiently & controlled as possible

Resource Management:

• Identify and secure resources required by the department and ensure effective utilisation

• Ensure that Transfer Agency is properly resourced both in terms of people and technology whilst complying with agreed budgetary guidelines

• Actively support the overall organization and Transfer Agency Training Plan

• Assist more senior colleagues and deputise in their absence

• Utilise management information to assist in managing both clients and resources

• Focus on development opportunities for your direct reports and ensure a focus on non-operational management within the department

• Using corporate PPR tools, actively participate in the performance appraisal process and monitor overall timeliness of completion for the entire team with your direct reports

Risk and Regulatory:

• Ensure compliance with regulatory requirements and with the relevant short, medium and long-term goals, objectives and values of the organization

• Promote risk awareness, assessment and control within the department

• Drive the development and implementation of appropriate procedures to meet internal control and external compliance/regulatory requirements

• Understand the risk environment within the department and manage appropriately

Communication:

• Provide regular feedback to  managers and more senior colleagues with regard to Transfer Agency operations
• Lead and contribute to operational, client, risk, audit and regulatory meetings as required

Change Management:

• Initiate and oversee tasks within a continuous improvement drive to ensure that the Department is efficient and seen as customer and quality driven
• Provide support during the implementation of change
• Ensure  participation in the completion and implementation of department wide projects and lead local team initiatives
• During the course of normal day to day operation, responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures

Work Parameters Or Boundaries:

• State Street Employee Handbook
• Internal Procedures Manual
• Performance Planning and Review System (PPR)

Qualifications/ Skills:

Knowledge:

• Comprehensive procedural, technical and product knowledge of the Transfer Agency business is required. This should be complemented with a strong understanding of Fund Accounting, Custody and Regulatory background to Funds Industry.
• Comprehensive knowledge of systems, including Microsoft Office applications, is required
• Business related degree preferable

Level Of Education:

• Degree in Accounting or Finance or Business related area

ACCA/CIMA/ACA/CPA qualified or part qualified an advantage.

Previous Level Of Experience:

• Typically candidate  for the Officer role will have 4 years of experience with relevant experience a senior capacity within the fund industry, alternative industry an advantage

Skills:

Critical Behaviors for Success as defined by the PPR System at Core levelAttention to detail and concern for quality

• Excellent communication, organizational and planning skillsAbility to work to deadlines in a fast paced environment
• Excellent people management and leadership skills
• Ability to proactively work under own initiative
• Ability to work to deadlines in a fast paced environment
• Attention to detail and concern for quality