Portfolio Services Front Office Support, Vp

2 days ago


Sydney, Australia State Street Full time

Who we are looking for

The APAC Regional client Lead for the Alpha Front Office Support team, jointly with the regional leads in

EMEA and NAM, will build and lead a team of functional support associates to deliver best-in-class

partnership with implementations, technology, data, front, middle and back office teams, as well as

contracted third-party vendors.

Our team is:

- Passionate about innovation
- Knowledgeable about global portfolio management, trading, compliance and analytics
- across asset classes
- Committed to a streamlined client experience
- Dedicated to helping our clients make easier and more informed investment decisions to
- optimize returns and manage risk.

Why this role is important to us

The team you will be joining is a part of a global, cross-divisional group supporting State Street AlphaSM.

State Street AlphaSM redefines the common definition of ‘alpha’ to mean powering better performance and outcomes at every point on the investment lifecycle and is the first open platform from a single provider that connects the front, middle and back office. It harmonizes data, technology and services across trusted providers to help our clients better manage their businesses.

Join us if making your mark in an ever-changing, increasingly complex and competitive industry is a challenge you are up for.

What you will be responsible for

As the Regional client Lead for APAC you will
- Collaborate with the implementation team to build, test, and roll-out the new service function as part of a multi-year phased implementation
- Manage a team of support associates to deliver best-in-class support using frameworks for service consistency, streamlining operational processes for resolving inquiries/issues with a sense of urgency, and ensuring work is documented for data quality and process transparency
- Proactively communicate with the client and executive team to manage client/stakeholder expectations, provide updates on high priority issue resolutions and timelines, and identify

improvement opportunities for product and service team performance

What we value

These skills will help you succeed in this role
- Deep working knowledge of financial instruments and the investment lifecycle, including Equity, Fixed Income, Derivatives and Combinations
- Proven ability to lead a high performing functional support team with experience effectively building processes, hiring, coaching, supervising, and evaluating team members
- Exceptional relationship and collaboration skills in order to cultivate and grow relationships and partner/influence others to deliver best-in-class service
- Strong communication and presentation skills including for executive audiences
- Strong prioritization and strategic decision-making skills, with the ability to manage multiple and competing priorities
- Client-service mindset
- Process and efficiency oriented

Education & Preferred Qualifications
- 10+ years of experience, including 2+ years of experience in a supervisory/people management role
- Bachelor’s/Master’s degree in Finance, Economics, or other relevant area
- CFA, CIMA, CIIA, or CFS certifications, preferred
- Familiarity with industry software providers to promote platform interoperability (i.e.,Bloomberg PORT, CRD, BRS Aladdin, SimCorp Dimension, Factset, Fidessa Minerva, Eze Software, etc.), preferred
- Experience with Salesforce Service Cloud and/or JIRA, a plus



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