Role Summary



The Investor Services Senior Associate is responsible for overseeing the day-to-day delivery of investor servicing activities, ensuring high standards of client service, operational excellence, risk management and regulatory compliance. The role acts as a key escalation point for investor, client and team queries while supporting Associate development and continuous process improvement.



Key Responsibilities



Team Supervision and Performance

• Provide day-to-day supervision of Investor Services A1s and A2s, ensuring daily, weekly and monthly deliverables are completed in accordance with internal controls.

• Identify daily team priorities, assign work effectively and ensure all required tasks are completed on time.

• Support day-to-day performance management through regular one-to-one meetings, goal setting and the annual performance review cycle.

Operational Oversight

• Perform review activities across trade, cash, end-of-day activity, reporting checklists and online e-checklists.

• Monitor team activity across shared mailboxes and provide support on queries as required.

Client, Investor and Internal Relationships

• Manage day-to-day client relationships and escalate issues to the Manager where appropriate.

• Serve as an escalation point for technical and client queries, supporting timely and responsive service to investors.

• Liaise closely with the AML team to review and monitor anti-money laundering documentation in line with policies and procedures.

Risk, Controls and Continuous Improvement

• Promote risk awareness within the team and act as a role model for strong control practices.

• Identify opportunities to improve productivity through process improvements and automation where applicable.

• Contribute to department-wide training by drafting and delivering training materials and supporting on-the-job learning.

Key Relationships

• Subordinates - engage in one-to-one meetings with direct reports, coach team members, act as a point of escalation and support the PPR process.

• Superiors - provide direct support and regular status updates to managers.

• External - build client and investor relationships, ensuring client deliverables are met.

• Internal - build relationships with the Investor Services team and other departments, including NAV and AML, to support effective client service.

Knowledge and Experience

• Degree in Finance, Business or a related discipline, or equivalent relevant work experience.

• Fund Administration experience, preferably in Hedge Transfer Agency, with some supervisory experience.

• Demonstrated experience reviewing operational work and managing competing priorities.

• Strong client service, organisational and problem-solving skills.

• Ability to work effectively under pressure and meet tight deadlines.

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 StateStreet.com/careers



Read our CEO Statement