Senior Client Contracting Analyst, Assistant Vice President - State Street Investment Management

3 Days Old

This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

Senior Client Contracting Analyst
State Street Investment Management (State Street IM) is the investment management arm of State Street Corporation, one of the world's leading providers of financial services to institutions.
State Street IM's EMEA Client Coverage Group (CCG) is responsible for all institutional and intermediary client facing activities including new business development, relationship management, client service and client on-boarding.
In this role you will work within our CCG EMEA Strategy & Operations team. The Strategy & Operations team focus on (1) efficiencies in servicing clients and enhancing the client experience, (2) client contracting and (3) oversight and onboarding of intermediaries. The team works in close partnership with multiple stakeholders across all business units.
Role Summary
This role is a great opportunity for an individual who is confident with the ability to think quickly, be highly organised and is able to work under pressure whilst managing conflicting priorities and stakeholders.  You will be responsible for project managing and leading the client contracting process for Institutional and Intermediary clients across EMEA.
This is to be achieved through managing the client contract lifecycle through its various milestones to include production, dissemination, approval, distribution to clients, execution and filing. The Senior Client Contracting Analyst will act as a central point between Client Relationship Managers/Onboarding Managers and our internal partners i.e. Portfolio Managers, Investment Oversight, Billing, Client Reporting, Operations, Legal.
The aim is to meet and deliver on the agreed requirements within the earliest possible time, enhance productivity and sustain a high quality client-centric approach in addition to demonstrating strong risk management.
Key Responsibilities
To accurately draft, manage and proactively lead the entire contracting process for all client agreements
Project manage and co-ordinate all internal partners involved in the contracting process, clearly communicating any contractual documentation changes and ensuring their comments are fully reflected in the contract and requisite approvals are obtained
Ensure that the established contracting process is followed using the workflow tool for all contract production to mitigate risk
Develop and maintain strong working relationships with all internal partners throughout the pre, mid and post contracting stages
Team mailbox and ad-hoc queries management
Drive the delivery of a client-centric, relationship building approach to ensure service excellence
Actively participate in research initiatives or projects that are requested by the business related to the contracting process
Look for continuous improvements, enhancing procedures and implementing them
Experience and Skills
Strong investment management client servicing and contracting skills and service philosophy required
Experience supporting institutional/intermediary clients is highly desirable
Good knowledge of the different participants in the fund management business and their roles
Experience in managing and delivering projects
7+ years investment management industry experience and para legal experience is a bonus
Track record of managing, building and maintaining strong relationships with internal partners at all levels
Confident with excellent attention to detail, ability to manage multiple moving events, whilst ensuring accuracy and well organised
Strong control/risk mitigation mentality with the judgment to escalate when necessary
A demonstrated ability to identify and implement process improvements
Excellent communication (verbal and written) skills with both internal and external clients at all levels and regions
Ability to operate efficiently and effectively to tight deadlines and to prioritise own work
Strong team player
Location
London
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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program 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 perspective 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 the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State.
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.
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Location:
London
Job Type:
FullTime
Category:
Financial Services

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