State Street Investment Management–APAC Shareholder Services, Officer
Core
Execute Shareholder Services and Client Trading activities across APAC, ensuring accuracy, timeliness, and compliance while serving as a subject matter expert for operational processes.
Role type
Senior IC Shareholder Services Officer (Investment Operations)
Builds
Accurate shareholder activity processing, client trading transactions, and timely portfolio management data for institutional investors.
Domain
Financial Services / Investment Operations / Fund Administration
Required skills
Investment operations, transfer agency, shareholder services, client trading, fund administration, operational controls, risk management, process improvement, automation, data integrity, exception handling, root cause analysis, system testing, UAT, cross-functional collaboration, global stakeholder management, analytical problem-solving, technology aptitude.
Preferred skills
Mutual funds, ETFs, APAC markets, regulatory environment, complex operational systems, data analysis tools, Advanced Excel.
Technologies
AI, Generative AI, RPA, Power BI, Tableau, Alteryx, Power Automate
Responsibilities
Process shareholder activity and client trading transactions within deadlines; monitor transaction flows and resolve exceptions; provide Portfolio Management with accurate daily subscription/redemption data; support automation and digitization initiatives; serve as escalation point for complex transactions; maintain and update operating procedures; collaborate with global teams across APAC, North America, and EMEA.
Seniority
Senior, hands-on IC