Summary

Coordinate client onboarding, portfolio transitions, and other change events for State Street's investment management business. The role spans investment operations and client servicing, and can be performed in a hybrid work model.

Responsibilities

• Coordinate client onboarding and transition events
• Manage multiple implementation projects and timelines
• Liaise with custodians and administrators on account setup
• Complete market opening and trading documentation
• Coordinate in-kind trade booking and exception resolution
• Maintain client and portfolio reference data
• Investigate and resolve client and operational queries