Private Markets Product Development Lead – Investor Services & Transfer Agency – AVP

Private Markets Product Development Lead – Investor Services & Transfer Agency – AVP

Requirements

• Minimum of 7 years of experience in investment operations, project management, client implementation and/or business analysis.
• Experience with business analysis in an agile environment is strongly preferred.
• Knowledge of products and processes related to the financial services industry, investor services or private funds would be an advantage.

Responsibilities

• Lead and/or perform the execution of specified Private Equity development programs, including partnering with other members of the client facing, product, global delivery (operations) and technology teams.
• Help create assigned development plans, manage development execution, coordinate requirements gathering, translating and participating in the agile development process, testing and roll-out of capabilities.
• Facilitate program governance including compliance with policies, best practices, oversight of issues, risks, audit and compliance items in support of program reporting.
• Participate as product owner or assigned role for agile development programs including organizing program, status tracking, execution status meetings, issue escalation/resolution, and communicating status to internal and external stakeholders.
• Participate in development of transition plan to migrate new capabilities into our operating model; and addressing the administrative aspects of establishing the product or service offering.
• Develop a deep understanding of the current technology and operating models within State Street supporting and affecting Private Equity clients.
• Collaborate with other teams to share approaches, develop best practices and improve the teams capabilities to successfully execute and deliver new capabilities or better serve clients.
• Support annual product assessment, planning and funding prioritization activities as requested by Manager.
• Support development of the Private Equity Product roadmap as directed by Manager.

Preferred Qualifications

• Highly organized, strong analytic skills, ability to operate independently and to move seamlessly between multiple projects/implementations with changing client requirements.
• Strong communication and interpersonal skills, written and oral.
• Demonstrate strong project management and process transformation skills.
• Ability to organize, prioritize, balance multiple tasks and manage time effectively.
• Ability to facilitate project working groups, strong data gathering skills and requirements writing (epics and stories).
• Subject matter knowledge across Asset Servicing, Investor Services, Transfer Agency, Private Market and Alternative Fund Investments a plus.