Investment Portfolio Analysis Expert, hybrid, Senior Associate
Core
Perform daily checks on file deliverables, investigate discrepancies, and resolve issues for institutional and wealth management clients using the State Street Alpha platform.
Role type
Senior Associate, Investment Portfolio Analysis Expert
Builds
Daily file deliverables and issue resolutions for institutional clients
Domain
Financial services / Asset servicing
Required skills
Critical thinking, problem solving, decision-making, client service, time management, organizational skills, team working, MS Excel, English language
Preferred skills
Experience in Custody, Middle Office, or Fund Administration, proactive mindset, willingness to learn
Responsibilities
Perform and review daily checks on file deliverables, investigate discrepancies, take ownership of issue resolution, monitor daily processes and flag issues, develop relationships with client representatives and stakeholders, offer guidance to less experienced team members, lead initiatives to strengthen team collaboration.
Seniority
Senior, hands-on IC