Who we are looking for

The candidate will be responsible for managing client conversion activity including new client onboardings, outgoing conversions, transition management (Asset Restructuring), mergers, interfund transfers and in-kind transfers. The position will be located in North Quincy, MA.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. 

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As Project Management – Conversion Lead you will

• Manage multiple conversion related projects.
• Coordinate with internal and external parties in establishing conversion requirements.
• Participate in conversion planning meetings and exercises
• Organize conversion guidelines, runbooks, task lists and dashboards outlining key conversion milestones, responsibilities and requirements.
• Conduct review and analysis of markets and securities transferability.
• Oversight of transaction processing and settlements
• Monitor transactions to ensure timely settlement.
• Research and resolve failing transactions.
• Prepare and distribute trade status reporting.
• Perform reconciliations
• Certify assets upon completion of reconciliations.

What we value

These skills will help you succeed in this role

• Experience in managing large scale, multi-location projects
• Detail and deadline oriented
• Strong written and communication skills
• Decision making skills
• Strong organization skills

Education & Preferred Qualifications

• Bachelor’s Degree and 10+ years of financial services experience, including significant experience in Global Custody and Fund Accounting.
• Strong knowledge of custody operations, securities and cash processing, settlement, asset servicing, reconciliations, accounting, and financial market activities is required.
• Prior experience supporting complex client conversions, implementations, or asset transitions is strongly preferred.
  
  

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

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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Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.