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Sub Advisor Oversight and Operational Due Diligence Analyst, State Street Global Advisors, Officer

State StreetAbout the company

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State Street

Generała Bohdana Zielińskiego 3

Dębniki

Kraków

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Technologies we use

Expected

  • Microsoft

About the project

Who we are looking for

We are seeking an Officer to join the Sub Advisory Oversight and Operational Due Diligence (Ops DD) Team. The team is responsible for overseeing and conducting operational due diligence on third party investment managers and sub advisory relationships. The future candidate will be required to independently liaise with external partners, investment managers, sub advisors and internal cross functions teams. This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Why this role is important to us

The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

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

Your responsibilities

  • Manage the media monitoring and background check processes;
  • Plan and facilitate activities for third party managers and sub advisors as directed by the Head of Sub Advisory Oversight & Ops DD;
  • Provide timely responses to inquiries and execute outreach to third party investment partners, sub-advisors, and internal cross functional teams;
  • Liaise with internal functional areas including Global Funds Management, Investment Research, Legal, Compliance and Product Management on various matters;
  • Review Due Diligence Questionnaire responses and escalate items of concern to the team;
  • Assist with third party managers/ sub advisors operational due diligence reviews and substantiating third party managers critical service providers, produce reports as directed by Head of Sub Advisory Oversight and Ops DD;
  • Manage the timing and quality of distributing and receiving deliverables from external sub advisor partners and investment managers;
  • Assist with updating and enhancing policies and procedures;

Our requirements

  • Prospective candidates should have direct operational due diligence experience or experience in asset management, auditing, legal/compliance, middle/back office operations, fund administration or investment advisory.
  • Bachelor’s Degree, or equivalent
  • Strong analytical skills, attention to detail and ability to multi-task
  • Ability to work independently on assigned project and to lead multiple assignments concurrently that may have competing deadlines
  • Excellent written, verbal and interpersonal communication skills

What we offer

  • Employee savings plan
  • Premium life insurance package
  • Gold medical package
  • International operating environment
  • Language classes
  • Soft skills trainings
  • Technical workshops
  • Development sessions with a mentor
  • Diversity of opportunities across a range of challenging and highly complex activities
  • Technical or leadership career pathway

Benefits

  • private medical care
  • sharing the costs of foreign language classes
  • sharing the costs of professional training & courses
  • life insurance
  • flexible working time
  • retirement pension plan
  • extra leave

State Street was named one of the “Forbes Poland’s Best Employers of 2021”.

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 StateStreet.com/careers

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Sub Advisor Oversight and Operational Due Diligence Analyst, State Street Global Advisors, Officer, Generała Bohdana Zielińskiego 3, Dębniki, Kraków