State Street · 3 months ago
Alternative Operations Transfer Agency, Senior Associate
Quincy, Massachusetts
Full-time
Onsite
Entry, Mid Level
$52K/yr - $94K/yr
1+ years expState Street is one of the largest custodian banks and asset managers in the world, providing investment servicing and data analytics to institutional clients. The Senior Associate in the Transfer Agency Private Markets Team will be responsible for managing workflows, developing client relationships, and ensuring service level agreements are met.
BankingFinanceFinancial Services
Responsibilities
Responsible for day to day operations of groups by managing workflows
Develop and maintain strong client relationships
Collaborate with other TA business units as well as other departments within State Street
Responsible for managing client Service Level Agreements and ensuring they are met
Responsible for managing internal and external KPI’s and ensuring they are met
Work on other projects or tasks as assigned
Qualification
Required
Financial service experience
Ability to manage multiple tasks in a fast-paced and dynamic environment
1 – 2 years of mutual fund operations experience
Proficient in MS Office 365 (Excel, PowerPoint, PowerBI, etc.)
Taking Ownership and Initiative
Ensuring accuracy and quality – detail oriented
Strong organizational and analytical skills
Time management skills – ability to prioritize
Providing outstanding service
Effective Communication
Fostering Collaboration and Teamwork
Preferred
BS/BA
Benefits
Retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to our Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
Eligibility for certain tax advantaged savings plans
Company
State Street
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.05B2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M
Leadership Team
Ronald O'Hanley
Chairman and Chief Executive Officer
R
Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
Recent News
legacy.thefly.com
2026-01-22
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