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State Street

Holds assets for institutions and runs index funds

Recon Conversion Analyst Senior Manager

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeNo salary listedIn-person

About the Job

Requirements

  • Overall 12 to 18 years of industry experience.
  • At least 9 years of relevant financial industry experience, preferably in investment management or asset management.
  • Good knowledge and experience in capital markets, including middle-, back-, and front-office functions.
  • Strong understanding of securities, loans, IBOR/ABOR, and transaction management.
  • Fair understanding and experience with platforms such as IBOR/ABOR, Eagle, Eagle Star, PAM, Portia, and CRD.
  • Good communication skills and ability to interface with internal and external clients.
  • Ability to manage a team of 10–20 to meet onboarding goals.
  • Ability to work in a fast-paced environment, remain flexible, meet tight deadlines, and organize and prioritize work.
  • Ability to analyze and resolve project-related issues and follow through on objectives.
  • Experience working on middle- and back-office client onboarding projects.
  • Intermediate to advanced skills in Microsoft Word, Excel, Visio, PowerPoint, SharePoint, and Access, and experience with Microsoft Project or other project management software.
  • Bachelor’s degree in Finance, Accounting, Computer Science, or Information Technology.

Responsibilities

  • Work with business leads to provide training, resolve questions, assess user needs, and recommend changes.
  • Perform data analysis and data conversion for new clients to an in-house middle-office system.
  • Work across the data conversion development lifecycle and methodology, including requirements analysis, solution design, client acceptance, timeline creation, implementation, unit testing, deployment tools, and maintenance.
  • Understand current State Street processes and tools, and map new requirements to the tools.
  • Create data maps to map data flows from legacy systems to in-house systems using existing functionality and processes.
  • Work with inputs and outputs from the conversion process and communicate issues internally and externally as required.
  • Resolve issues and gaps in provided data or discrepancies between legacy presentations and the future-state model based on feedback.
  • Deliver conversion planning and testing work to meet milestones.
  • Participate in conversion tests and dress rehearsals.

Desired Qualifications

  • MBA in Finance, Management, or Business Administration from a premier business school.
  • Investment management or asset management experience.

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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