Transfer Agent - Investor Services - Reporting, Associate

at  State Street Corporation

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 we’re making our mark on the financial services industry. For more than two centuries, we’ve 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.

YOUR ROLE

The Client Reporting Associate 1 acts as the point of contact for creating bespoke financial reports for our wide range of clients. This is an excellent opportunity for a driven and motivated professional to develop their financial career within a leading organisation.

YOUR RESPONSIBILITIES

• Run daily, weekly, monthly and other regular or ad hoc reports for internal departments or the client. This includes the creation and the setup of new reports.
• Produce reports on Key Performance Indicators (KPIs) and Management Information (MI) reporting.
• Prepare and collate Transfer Agency data information to comply with internal & external audit requests.
• Play a supporting role to the Team Leader and Managers.
• Work on improving established guidelines and practices by consulting with the Team Leader and Manager where clarification or exception may be required.