State Street Global Advisors
3 weeks ago
State Street Global Advisors (SSGA) is the investment management arm of State Street Corporation, one of the worldâs leading providers of financial services to institutions.
SSGAâs Client Coverage Group is responsible for all institutional and intermediary client facing activities including new business development, relationship management, client service and client on-boarding.
In this role you will work within our COO team. The COO team focus on
- Providing strategic business intelligence to senior management and driving sales effectiveness.
- Efficiencies in servicing clients and enhancing the client experience.
- First line of defense supervisory controls and governance.
- Client contracting and oversight of intermediaries.
The COO team works in close partnership with multiple stakeholders across all business units.
Role Summary
This role is a great opportunity for an individual with 4+ years industry experience, who is looking for further growth and development within the onboarding process. You will be responsible for coordinating and leading the client contracting process for Institutional and Intermediary clients across EMEA.
This is to be achieved through managing the client contract lifecycle through its various milestones to include production, dissemination, approval, distribution to clients, execution and filing. The Client Contracting Analyst will act as a central point between Client Relationship Managers and our internal partners i.e. Portfolio Managers, Finance, Client Reporting, Operations, Legal etc. therefore a great opportunity to further develop.
The aim is to meet and deliver on the agreed requirements within the earliest possible time, enhance productivity and sustain a high quality client-centric approach in addition to demonstrating strong risk management.
Key Responsibilities
- To accurately draft, co-ordinate and proactively lead the entire contracting process for all agreements types
- Facilitate and co-ordinate all internal partners involved in the contracting process, clearly communicating any contractual documentation changes and ensuring their comments are fully reflected in the contract and requisite approvals are obtained
- Ensure that the established contracting process is followed using the workflow tool for all contract production to mitigate risk
- Develop and maintain good working relationships with all internal partners throughout the pre, mid and post contracting stages
- Team mailbox and ad-hoc queries management
- Drive the delivery of a client-centric, relationship building approach to ensure service excellence
Experience and Skills
- Strong investment management client servicing and/or contracting skills
- Experience supporting Institutional/Intermediary clients is highly desirable
- Good knowledge of the different participants in the fund management business and their roles
- 4+ years industry experience
- Experience of building and maintaining good working relationships with internal partners
- Confident with excellent attention to detail, deeply accurate and well organised
- Good control/risk mitigation mentality with the judgment to escalate when necessary
- Track record of identifying and implementing process improvements
- Strong communication (verbal and written) skills with both internal and external clients at all levels and regions
- Ability to operate efficiently and effectively to tight deadlines and to prioritise own work
- Good team player
About State Street
What we do: State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation weâre making our mark on the financial services industry. For more than two centuries, weâve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow: We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. Youâll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility: We truly believe our employeesâ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State.
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