
Transfer Agency Projects and Business Support, Assistant Vice President
3 days ago
*Who We Are Looking For*
- Lead in delivery of client onboarding, analysis expertise, testing, system implementation and production support services to the Transfer Agency business in Australia.
- Provide support to the Head of Business Support and Global Delivery teams on project implementations, client onboarding and change initiatives.
- Provide project management support for delivery of key strategic projects
*What You Will Be Responsible For*
As AVP of Transfer Agency Projects and Business Support you will be responsible for the following:
Business Analysis
- Be a senior lead to deliver all Transfer Agency Projects for the Australian business. This includes documenting business requirements, presenting requirements to technology vendors or IT, working with IT on deployment, creation of test plans, testing, creating release summary documents and providing training to the business.
- Create and manage project plans for implementations and client delivery.
- Maintain a project tracker for active and pipeline projects to enable regional reporting by business heads
- Participate in monthly SLA and governance meetings with IT heads.
- Raise and actively participate in Major incidents relating to the Production environment.
- Manage and assist with the troubleshooting of any production issues raised by the business.
- Provide support for Vendor Management including Monthly/Quarterly meetings with technology providers.
- Lead and execute on the onboarding of new business which includes data migration and analysis.
- Manage and assist with client transition out.
- Ownership of the Information Security Risk Management Program (ISRMP) where requested.
- Ownership of issues arising from the Third Party Risk Management program (TPRM) where requested.
- Support BSI leads in the management of resource allocation to projects.
- Assist the business in any compliance related monthly or annual reporting.
- Assist the business with the submission of any business cases that require funding.
- Raise procurement requests for any new vendor engagements and assist with review of contracts.
Knowing your clients (Internal / External)
- Establish and build relationships with internal teams and external vendors.
- High level of understanding of key clients: their organization, key controllers and systems used.
- Take personal responsibility for ensuring that client commitments are delivered on time and within budget.
- Work closely with the State Street IT teams.
Risk Management & Internal Controls
- Ensure continuous improvement of processes to mitigate risk.
- Identify, recommend & implement improvements in the Unit where procedures/processes/controls and client servicing arrangements may be improved.
- Support State Street's Risk Management goals. Ensure compliance with bank policies, procedures, and audit processes at both global and local levels.
- Focus on best practice "Change Management" techniques
Key Organizational Relationships
- Transfer Agency – Global Head of Strategic Initiative
- Transfer Agency – Global Head
- Transfer Agency – APAC Reginal Leads
- IT - Application Development / Maintenance (ADM) and Solutions Design & Planning
- IT - Head of Australia
- Product Leads
- Client Service and APAC Change Management
*Education & Preferred Qualifications
Knowledge*
- A sound knowledge of managed funds products and concepts.
- A sound knowledge of all Transfer Agency operational flows.
- An excellent aptitude for Information Technology.
- Project management / business analysis skills.
Technical
- Previous finance experience is necessary; Transfer Agency background is desired.
- An excellent understanding of core Transfer Agency processes including transaction processing, Australian Tax, FATCA/CRS and local and global regulatory requirements.
- Working knowledge of Transfer Agency systems such as HiTrust would be an advantage.
- High level knowledge of IT infrastructure beneficial.
*Softskills*
- Excellent communication skills, both written and verbal.
- Ability to present ideas effectively on an individual and larger audience level.
- Ordered, disciplined approach to projects with ability to work under pressure and meet deadlines.
- Good time management and organizational skills.
- Strong negotiation and people skills.
- Self-motivated and able to work both independently and in a team. Minimal supervision should be required.
- High attention to detail.
- Able to identify and resolve problems when they arise.
- Results orientated.
*About State Street
What we do.*
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
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
*About State Street*
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at
Read our CEO Statement
Job ID: R-778755
-
Sydney, New South Wales, Australia State Street Full time $120,000 - $180,000 per yearWho we are looking forLead in delivery of client onboarding, analysis expertise, testing, system implementation and production support services to the Transfer Agency business in Australia.Provide support to the Head of Business Support and Global Delivery teams on project implementations, client onboarding and change initiatives.Provide project management...
-
Vice President
4 weeks ago
Sydney, New South Wales, Australia JS Careers Full timeVice President - Global Private Equity FundVice President - Global Private Equity FundGet AI-powered advice on this job and more exclusive features.Direct message the job poster from JS CareersDirector - Private Equity, Direct Investment, Investment Banking and Corporate Strategy at JS Careers Pty LimitedJS Careers is pleased to be working with a prestigious...
-
Assistant Vice President
4 weeks ago
Sydney, New South Wales, Australia Bank of America Full timeAssistant Vice President / Vice President, Digital Forensics, Global Information SecurityJoin to apply for the Assistant Vice President / Vice President, Digital Forensics, Global Information Security role at Bank of AmericaAssistant Vice President / Vice President, Digital Forensics, Global Information SecurityJoin to apply for the Assistant Vice President...
-
Sydney, New South Wales, Australia JPMorganChase Full timeGlobal Corporate Banking Business Management – Vice PresidentJoin to apply for the Global Corporate Banking Business Management – Vice President role at JPMorganChaseGlobal Corporate Banking Business Management – Vice PresidentJoin to apply for the Global Corporate Banking Business Management – Vice President role at JPMorganChaseJob DescriptionDrive...
-
Vice President
2 weeks ago
Sydney, New South Wales, Australia JS Careers Full time $200,000 - $250,000 per yearJS Careers is pleased to be working with a prestigious global private equity and alternative investor with the recruitment of a new Vice President. The firm is a successful international investor, which has a track record of successful investments throughout North America, Europe and the Asia-Pacific. Due to significant momentum in the Asia-Pacific region,...
-
Sydney, New South Wales, Australia MUFG Full timeAssistant Vice President, Strategic Change ManagerJoin to apply for the Assistant Vice President, Strategic Change Manager role at MUFGAssistant Vice President, Strategic Change Manager1 day ago Be among the first 25 applicantsJoin to apply for the Assistant Vice President, Strategic Change Manager role at MUFGGet AI-powered advice on this job and more...
-
Sydney, New South Wales, Australia at Full timeThe Senior Vice President will participate in field investigation activities and interviews, including the use of digital forensic tools and data analysis techniques, and will also be exposed to a diverse range of projects, including investigative due diligence, asset tracing and AML Advisory services. The Senior Vice President is also expected to be able to...
-
Vice President, Project Finance
4 weeks ago
Sydney, New South Wales, Australia MUFG Americas Full timeAbout the roleMUFG is a global leader in Project Finance and one of the largest Project Finance houses in Australia.In your role as Vice President your primary responsibility will be to provide support and management of project finance origination activities to new and existing clients of MUFG and build pro-active relationships with other Departments within...
-
Vice President, Project Finance
4 weeks ago
Sydney, New South Wales, Australia MUFG Americas Full timeAbout the roleMUFG is a global leader in Project Finance and one of the largest Project Finance houses in Australia.In your role as Vice President your primary responsibility will be to provide support and management of project finance origination activities to new and existing clients of MUFG and build pro-active relationships with other Departments within...
-
Vice President of Operations
4 weeks ago
Sydney, New South Wales, Australia TAG Full timeTAG provides high-touch, personalised travel and event management services to the biggest names on the planet, as well as top C-suite executives and award-winning productions. Our mission is to alleviate the stress and complexity of travel, and we are committed to uncovering solutions to get our clients where they need to be, feeling ready to take on the...