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Middle Office Operations, Assistant Vice President at State Street - ApplyBlast

Middle Office Operations, Assistant Vice President

State Street

5 months ago

3.4 on Glassdoor

Irvine, California

Hybrid

Full Time

Senior

0 applicants

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About this role

As a Portfolio Services Assistant Vice President, you will oversee daily account reviews to ensure portfolio health for trading, reporting, and performance activities while monitoring assigned client accounts for cash, settlements, and data integrity issues. You will manage a team supporting multiple clients, design operational solutions, and drive process improvements to safeguard against operational risk within a global Middle Office organization.

Responsibilities

Oversee daily account reviews and monitor client portfolios for operational issues.
Manage and guide teams to strengthen client relationships and service quality.
Analyze and implement operational solutions for complex large-scale client relationships.
Perform recordkeeping system functions and investigate discrepancies in deliverables.
Identify trends to enhance controls and improve Middle Office processes.

Skills

Qualifications

Bachelor's degree in Accounting, Finance, or related business discipline5-7 years of experience in custody, portfolio services, middle office, or fund accounting

About State Street

statestreet.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1792

View Profile

State Street is a global financial services company offering investment servicing, investment management, markets trading and financing, and data intelligence solutions to institutional clients across 100+ markets. Through its capabilities in custody, accounting, foreign exchange, and proprietary data-driven insights, it helps investors manage risk, access liquidity, and optimize performance. State Street also operates SPDR ETFs and conducts leading market research through its annual Markets Research Retreat.