Alpha Portfolio Services, Assistant Vice President

7 days ago

Sydney, Australia State Street Full time

**Who we are looking for**

The Alpha Portfolio Services team is a dedicated global business team working with Clients, SSC IT, client service, and the business operations teams to ensure accurate end-to-end oversight of Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is accurately maintained and ensuring accurate client portfolios are reflected on State Street platforms. The role will interact with the Clients (predominantly Front Office) and being a key liaison with various portfolio managers and internal SSC parties in identifying an issue as well as managing that a suitable resolution is found and communicated to the Client. The role will need to initiate and develop good communication and interpersonal relationship with Front Office/Portfolio Managers’ teams and to maintain the high level of service that is currently being provided to all the clients.

**Why this role is important to us**

The team you will be joining is a part of State Street Global Investment Manager Service, one of the biggest asset managers in the world, that provides services to the world’s governments, institutions and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

Join us if making your mark in the asset management industry from day one is a challenge you are up for.

**What you will be responsible for**

As Alpha Portfolio Services, Assistant Vice President you will

1. Liaise with colleagues and divisions globally where required for query resolution

3. Lead and coordinate various workstreams within Investment Manager Services for identified issues and subsequent resolution to meet client’s need.

4. Build relationship with client/s, obtain better understanding on data usage and design or improve existing controls with the aim to provide a better quality of service aligned to client needs and expectations

5. Perform an overview function for the Shared Services functions identifying operational trends, issues and areas for improvement.

6. Perform work independently within scope of established guidelines and according to specific procedures.

7. Handle and resolve issues involving all operational and various IT areas (e.g. Asset servicing, Trade Operations, Client Reporting)

8. Work independently to research and resolve problems considering multiple avenues for resolution.

9. Communicate effectively on issues / problems to the Client and to SSC management and ensure a proper and timely follow-up to ensure resolution.

10. Provide guidance, support, act as resource and assist team members from multiple operational areas relating to Enterprise queries.

11. Complete any ad-hoc tasks as identified by the line manager

12. Review of various control reports eg reconciliation, material breaks and others to ensure the health of client’s portfolios are maintained.

Managerial Responsibilities:
13. Maintain a detailed understanding of:

- The scope of the role’s managerial responsibilities
- The competence of the staff reporting to you
- Ability to delegate tasks and ensure accountability within the team
- Coach and develop junior team members and cultivate strong collaborative skills within the Alpha Portfolio services team (onshore and offshore) as well as other Operational/Technical Support teams.

14. Ensure that your team has clear understanding of their reporting lines, authority levels, scope of responsibilities (including those delegated to them and those they delegate), objectives, training and competency requirements plus progress is reviewed regularly in line with Company policy, and are regulatory registered where appropriate for their role

15. Develop effective working relationships and communications with staff and ensure that staff are motivated, developed and supported.

16. Establish and monitor systems of control, delegated authority and escalation procedures so that the business complies with internal policies and external regulations and can be managed effectively

17. Establish and monitor an effective delegation framework to ensure that tasks are performed by staff members with appropriate capacity and authority level (based on knowledge, skills and competence).

18. Establish and monitor an effective oversight framework to ensure that issues are appropriately identified, escalated and resolved. This includes: a) ensuring that appropriate management information is received, considered and challenged as appropriate at intervals proportionate to the risks; and b) that staff members have clear understanding of the escalation path/principles

19. Establish and nurture a culture of ‘Risk Excellence’ within the team, encourage an environment of ope

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