5 Alpha Portfolio Services, Senior Associate Jobs in Berwyn, PA
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Penn Medicine, University of Pennsylvania Health System
Berwyn, PA | Full Time
$57k-76k (estimate)
2 Weeks Ago
Alpha Portfolio Services, Senior Associate
$109k-148k (estimate)
Full Time
3 Weeks Ago
State Street is Hiring an Alpha Portfolio Services, Senior Associate Near Berwyn, PA
Who We Are Looking ForThe Middle Office Client Change Senior Associate is an exciting new opportunity within Alpha Portfolio Services, Global Delivery division. Employees in this position are responsible for facilitating and governing the production change lifecycle for several large strategic Alpha clients in North America. Our team will manage change for our Alpha/Middle office clients regarding key change initiatives. Team members will provide clear and timely communication within established service level agreements and partner closely with our Alpha Middle Office Clients to successfully navigate change initiatives through our complex cross-functional business and technology teams, ensuring alignment with client expectations and driving excellent change management experience for clients. This role is based in our Massachusetts or Pennsylvania office.
Why this role is important to usState Street Alpha brings together data and capabilities across the investment lifecycle to help our clients make better decisions, grow at scale, and deliver returns for their clients. Alpha is a rapidly growing business and requires strong leadership to support growth, development, and progression of the strategy. The Alpha Portfolio Services team you are joining supports State Street’s Alpha business, the world’s first front-to-back platform from a single provider.
What You Will Be Responsible For
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs 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 employees’ diverse backgrounds, experiences and perspectives 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 candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range$52,000 - $75,400 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Job ID: R-748791
Why this role is important to usState Street Alpha brings together data and capabilities across the investment lifecycle to help our clients make better decisions, grow at scale, and deliver returns for their clients. Alpha is a rapidly growing business and requires strong leadership to support growth, development, and progression of the strategy. The Alpha Portfolio Services team you are joining supports State Street’s Alpha business, the world’s first front-to-back platform from a single provider.
What You Will Be Responsible For
- Client Change Management: Develop and implement change management strategies, processes, and workflows leveraging JIRA, Appian, MYSSC and other toolkits in alignment with Global Delivery change management guidelines, inclusive of monthly progress reporting, KPIs (Key Performance Indicators) and dashboards
- Client Communication: Liaise as a contact for clients regarding change initiatives, impact assessment providing clear and timely communication throughout the change process
- Requirements Gathering: Collaborate with clients and internal cross-functional teams to understand business needs, requirements, and objectives related to proposed changes, document impact assessmen
- Planning and Coordination: Develop a standard and subsequently manage a detailed project plan and timelines for change initiatives, coordinating activities across internal teams and stakeholders
- Operational Risk/Compliance Management: Identify and mitigate any risk, regulatory or compliance issues associated with proposed changes, ensuring minimal disruption to client operations and services, following applicable STT guidelines
- Stakeholder Engagement: Build strong relationships with internal and external stakeholders, including clients, GCD, Alpha & CRD Product, technical teams, and third-party vendors
- Quality Assurance: Coordinate/Conduct thorough testing and quality assurance activities to validate the successful implementation of changes and ensure alignment with client expectations and internal SDLC (Software Development Life Cycle) requirements
- Training and Support: Provide training and support to clients and internal teams as needed to facilitate the adoption of changes, new processes, and SOPs (Standard Operating Procedures)
- Documentation/Metrics: Maintain accurate documentation of change requests, project plans, costs, key volume and productivity metrics, durations and implementation activities for future reference and auditing purposes
- Continuous Improvement: Evaluate the effectiveness of change management processes and identify opportunities for continuous improvement and optimization to enhance client satisfaction and operational efficiency. Enact upon inefficiencies and improvements.
- Exceptional leadership and client service experience; customer-centric mindset and commitment to delivering high-quality service, support, and change.
- Excellent interpersonal, communication, negotiation and presentation skills including ability to effectively interpret complex business problems and solutions in simplified manner to stakeholders at all levels.
- Strong critical thinker and decision maker, able to jump in and navigate the organization constructs to manage change effectively.
- Ability to work independently and collaboratively in a global fast-paced, dynamic environment, managing multiple priorities and deadlines effectively
- Exceptional time management and organization skills required to effectively prioritize tasks, meet deadlines, and maintain a structure workflow; coordinate multiple projects simultaneously, allocate resources efficiently and adapt to changing priorities with ease.
- Comprehensive knowledge of all Alpha Front to Back products and services catalog, SDLC methodology, industry best practices and methodologies in change management.
- Flexibility and adaptability to navigate complex and dynamic client environments.
- Bachelor's degree with emphasis in finance, accounting, or economics or equivalent work experience in finance or accounting
- 1-3 plus years related industry experience including operational experience
- Working knowledge of Domestic and International financials and all related instruments
- Detailed understanding of operations
- Strong leadership and attention to detail
- Ability to develop business relationships within and outside the organization
- Excellent interpersonal, communication, organizational and problems solving skills
- Ability to multi-task, balance workload and work in a deadline oriented position
- Ability to meet aggressive SLA Deadlines
- Computer proficient including spreadsheet and database applications
- Strong knowledge of existing State Street organizational constructs and teams required, in addition to deep business acumen across middle and back-office systems, functions and services supported at State Street is a plus.
- Strong understanding of investment management principles, financial markets, and institutional client needs and preferences.
- Expertise in MS Office including Visio, Excel, Power BI, MS Project, and PowerPoint
- Experience with Tableau, Access DB, JIRA and/or other demand/change management tools
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs 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 employees’ diverse backgrounds, experiences and perspectives 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 candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range$52,000 - $75,400 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Job ID: R-748791
Job Summary
JOB TYPE
Full Time
SALARY
$109k-148k (estimate)
POST DATE
06/01/2024
EXPIRATION DATE
07/25/2024
WEBSITE
statestreet.com
HEADQUARTERS
BOSTON, MA
SIZE
15,000 - 50,000
FOUNDED
1792
TYPE
Public
CEO
RONALD P O'HANLEY
REVENUE
$10B - $50B
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About State Street
State Street provides investment management, administration, research, trading, and financial data analytics solutions for institutional investors.
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