Investor Services Team Manager, Officer

  • Location: Gdańsk, Pomorskie, Poland
  • Salary: Competitive
  • Job Type: Full time

Investor Services Team Manager, Officer

Grow your career at State Street
From technology and product innovation to corporate responsibility and community development, we're making our mark on the financial services industry. We're a global company with diverse people and experiences, and a network of over 35,000 employees spanning more than 100 markets. For us, success comes from the impact our employees have - on our clients, our communities and each other.
We're committed to providing an inclusive environment where all employees feel valued and supported. Join us and make your mark at State Street.

In the role of Investor Services Team Manager, Officer you will be required to:
  • Supervise daily work of the team, make sure the team performs work as per agreed priorities and meet expected quality and quantity metrics
  • Act as a Subject Matter Export (SME), provide feedback and share in depth knowledge on core tasks such as Investor Reporting, Investor Maintenance and related activities
  • Actively participate in meetings and calls in order to improve and standardize the relevant Investor Services process(es)
  • Review the Associates` work, perform quality checks on correctness of all details, statuses and related documentation
  • Prepare KPIs / MIs on monthly basis and on demand
  • Work closely with other Manager(s)
  • Cooperate with colleagues located in Ireland, North America and India
  • Provide excellent client service
  • Lead, develop and motivate the team
  • Conduct regular team and 1:1 meetings
  • Perform staff appraisals, address any staff performance issues
  • Foster the Speak up culture in your team
  • Attend business interviews
  • Promote risk awareness, assessment and control within team
  • Participate in testing and implementation of process & system improvements
  • Take part in department/business unit level initiatives

To be successful in this role, your experience should include:
  • Minimum 6 years of relevant fund industry experience with hands on experience on Transfer Agency/Investor Services activities
  • Extensive experience in transitions including process transitions from Host Location to Poland
  • Broad knowledge of Transfer Agency/Investor Services processes especially those related to Investor Reporting (Statements, Contract Notes, Acknowledgements etc.), Investor Maintenance (Onboarding and update) and related.
  • Knowledge of hedge fund specifics
  • University degree in Accounting/Finance/Business related area or proven work history of Transfer Agency/Investor Services operations
  • Team player
  • Flexible and eager to develop itself and others
  • Excellent communication and interpersonal skills
  • Strong attention to details
  • Ability to work with deadlines
  • Ability to work on your own initiative, develop solutions and provide an input which enable to make the effective decisions Indicate any additional skills as preferred, or desired.
  • Advanced computer skills, especially Excel

We offer:
  • Employee savings plan
  • Premium life insurance package
  • VIP medical package
  • International operating environment
  • Language classes
  • Soft skills trainings
  • Technical workshops