Stamford or Boston - Transfer Agency and Intermediary Oversight, AVP - State Street Investment Management
Core
Oversee daily mutual fund operations and financial intermediary activities, ensuring governance standards and driving continuous improvement for State Street Investment Management.
Role type
Senior IC Transfer Agency and Intermediary Operations Manager
Builds
Mutual fund operational processes and intermediary service frameworks
Domain
Asset Management / Financial Services
Required skills
Transfer agency operations oversight, Financial intermediary payment review, Governance and risk management, Board reporting, Contract management, Process improvement
Preferred skills
Knowledge of DTCC/Mutual Fund Profile II, Experience with ETFs and alternative structures, DST Vision portal familiarity
Technologies
DTCC, Mutual Fund Profile II, DST Vision
Responsibilities
Manage day-to-day mutual fund operations overseeing multiple Transfer Agents, Review monthly/quarterly Financial Intermediary payments, Facilitate and review financial intermediary contracts, Prepare quarterly board reporting, Work with transfer agents to implement new product offerings, Monitor and update intermediary portals
Seniority
Senior, hands-on IC