State Street Investment Management – Client Implementation Manager – VP I

State Street Investment Management – Client Implementation Manager – VP I

Requirements

• Advanced knowledge of all aspects of CHAMP and Aladdin onboarding and data management processes
• Minimum 15 years’ experience in the investment management field with specific focus on investment operations and financial service experience
• Deep understanding of complex investment issues, processes and vehicles and how these relate to client events
• Strong desire to continuously improve industry and investment knowledge
• Strong project management skills
• Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints
• Ability to build and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and optimally interact with all levels of an organization
• Ability to take a leadership role in the decision-making process and bringing parties to a consensus
• Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives
• Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives
• Consistent track record of successfully leading client events
• Excellent written & verbal communications and presentation skills
• Great leader with a positive attitude
• Bachelor’s Degree required

Responsibilities

• Lead a team that is responsible for planning, coordination and execution of client and product events at State Street Investment Management across multiple global regions
• Serve as subject matter expert for Operations and business processes for State Street Investment Management funds and client accounts managed at the State Street Investment Management investment center in Stamford, Connecticut
• Maintain client and fund master while governing data to ensure completeness and accuracy across multiple platforms (Aladdin, GPA, MCH, Stamford Data Warehouse and CHAMP)
• Global owner of the Aladdin onboarding and portfolio setup, terminations, amendments and approval processes
• Serve as business owner and data steward for CHAMP, which entails optimizing processes to improve data quality, institute business process rules and provide priorities for enhancements based on cost analysis
• Facilitate critical data updates and system enhancements needed to deliver automated reporting solutions for the investment teams across multiple Asset Classes (Equity, Fixed Income and OCIO)
• Oversight of onboarding, offboarding and client change events for State Street Investment Management Stamford managed business
• Archer Control owner for CHAMP and GPA; identify, establish and enforce controls specific to teams processes within these applications. Define roles and responsibilities and document / maintain procedures
• Represent Client Implementation in organizational management meetings involving Governance, Initiatives and Workflow improvements
• Participate in or lead projects aimed at continually improving the firm’s overall business processes and onboarding tools
• Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in agreement with asset structuring processes
• This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event
• Work with Relationship Managers, Product Development and Investment teams to clearly articulate event policy requirements and solicit input as needed
• Make adjustments to plan and execution, depending on external needs and internal business policies and standards
• Partner with Relationship Managers to drive the wing-to-wing process of on-boarding new Stamford managed clients and products, providing seamless transition for the client and internal business partners

Preferred Qualifications

• CFA/MBA or equivalent experience preferred