Who we are looking for
The primary role of the Client Implementation Senior Associate is the coordination and efficient implementation of all stages of the business changes implementation and new business installations for State Street Investment Management in Australia.
Reporting to the Head of Client Implementation, you will interact with various key stakeholders including the Investment Operations team, Client Relationship Managers, the Client Service team, Portfolio Managers, and third-party providers to ensure efficient coordination and timely completion of any business changes and new business implementation events. The role also includes project and continuous improvement work streams.
What you will be responsible for
* Deliver end-to-end client implementation events across clients managed by State Street Investment Management Australia, including new mandate installations, ISDA account maintenance, in-specie transitions, client terminations, benchmark and custody changes, and new broker onboarding. Ensure all required set-ups are completed accurately and on time across relevant internal systems.
* Coordinate and support product launches, working closely with internal stakeholders to ensure controlled implementation and successful delivery through to go-live.
* Support the review of new mandates and products to ensure a clear understanding of operational, regulatory, and delivery risks prior to implementation.
* Operate in line with the Risk Excellence framework by complying with established procedures, performing regular reviews of operational controls, and adhering to the incident identification and reporting process.
* Actively contribute to a culture of effective challenge and continuous improvement by identifying process inefficiencies, recommending enhancements, and supporting the implementation of operational improvements.
* Develop and maintain strong working relationships with key internal and external stakeholders to support effective coordination and delivery of client events.
* Participate in new business implementation, change, and transformation initiatives as required, supporting broader strategic and operational objectives.
* Jointly oversee KYC activities, including new investor due diligence and ongoing investor screening, ensuring compliance with regulatory and internal requirements.
What we value
These skills will help you succeed in this role
* Genuine interest and good understanding of financial markets.
* Strong English language skills, both written and verbal.
* Strong communications and organisational skills.
* Demonstrate ability to meet multiple deadlines.
* High attention to detail required.
* Strong PC skills are essential.
Education & Preferred Qualifications
* Team player and self-motivated professional with the ability to work under pressure and manage multiple priorities while maintaining best quality of service.
* Minimum 4 years’ experience in a similar role from either an Investment Manager, Global Custodian, Banks or Superannuation Funds.
* Relevant degree (Finance, Accounting, Economics).
* Proven track record of meeting/exceeding service level expectations.
What We Do
As the asset management arm of State Street Corporation, State Street Investment Management has served the world’s governments, institutions, and financial advisors for over four decades. We build from a breadth of active and index strategies to create cost-effective solutions and pursue sustainable long-term performance.
Our Mission
At State Street Investment Management our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients and those who rely on them achieve a better future.
Work, Live and Grow
We strive to create a great work environment with competitive benefits and development opportunities. Details vary by location, but you may expect medical care, insurance, savings plans, and access to development programs and educational support.
Inclusion, Diversity and Social Responsibility
We believe diverse backgrounds, experiences and perspectives contribute to an inclusive environment where everyone can thrive. We welcome candidates from diverse origins, backgrounds, abilities, ages, sexual orientations, gender identities, and more.
Equal Opportunity Employer: We consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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