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State Street

Holds assets for institutions and runs index funds

Financial Reporting Senior Associate

Financial AccountingConfirmed live in the last 24 hours
Full-timeQuincy, MA, USAIn-person

About the Job

Requirements

  • A Bachelor of Science or Bachelor of Arts degree in Business, Accounting, or Finance, or equivalent experience, is preferred.
  • Two to four years of experience in a related accounting or finance field is preferred.
  • Demonstrated strong technology skills and problem-solving and analytical skills.
  • Ability to lead within the team and among peers.
  • Strong communication, interpersonal, and organizational skills, including time-management skills.

Responsibilities

  • Prepare and perform first-level reviews of client financial statements, NQs, Form N-MFP, and NSAR; process and clear comments; and assist with drafting and distributing materials to clients and auditors.
  • Ensure all deliverables are completed accurately and within agreed timelines.
  • Provide on-the-job training and coaching to staff and provide performance feedback to the manager for input into PPR.
  • Implement standard practices, processes, tools, and technology enhancements.
  • Participate in researching and resolving accounting, client, and auditor issues.
  • Draft and update task lists for offshoring partners, ensure supporting documentation is available, and serve as the primary contact for their questions and issues.
  • Oversee JV production.

About the Company

State Street

Holds assets for institutions and runs index funds

State Street holds and services investments for pension funds, insurers, fund companies, and other large institutions, and it also runs index funds through State Street Investment Management. It launched the first US-listed exchange-traded fund, the SPDR S&P 500 ETF Trust, in 1993, and in 1924 it became custodian of the first US mutual fund. As a custody bank, it safekeeps clients' stocks and bonds, completes their trades, calculates what their funds are worth, and lends their securities to other investors. It earns fees on the assets it services and manages, plus income from currency trading and from interest on client cash. State Street traces its roots to a bank chartered in 1792 and is based in Boston, Massachusetts.

Company size
10,001+
Company stage
IPO
Headquarters
Boston, MA
Founded
1792

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