General Treasury Operations Analyst, Assistant Vice President Boston, MA

General Treasury Operations Analyst, Assistant Vice President

• Company

  State Street

• Location

  Boston, MA

• Compensation

  Not Specified

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Feb 19, 2013

• eFC Ref no

  1170289

Our Company State Street Corporation (NYSE: STT) is the world's leading provider of financial services to institutional investors including investment servicing, investment management and investment research and trading. With $24.37 trillion in assets under custody and administration and $2.09 trillion in assets under management at

Our Company
State Street Corporation (NYSE: STT) is the world's leading provider of financial services to institutional investors including investment servicing, investment management and investment research and trading. With $24.37 trillion in assets under custody and administration and $2.09 trillion in assets under management at December 31, 2012, State Street operates in 29 countries and more than 100 geographic markets and employs 29,660 worldwide. For more information, visit State Street's website at www.statestreet.com.
Promoting a culture of excellence
With more than 29,660 employees across 29 countries, at State Street, our people are our greatest asset. We recognize that highly skilled, engaged and productive employees are essential to our success. Our company values reflect our commitment to employee engagement, Global Inclusion and corporate social responsibility -- to help you build a fulfilling career. Around the world, we aim to be an employer of choice by offering competitive compensation and benefits, personal and professional development opportunities, and a work environment that promotes a diverse array of people, ideas and skills.
We're a company that insists on, and rewards, performance excellence. We know our success hinges on attracting the best people to join us -- people like you.
We encourage you to explore the possibilities that a career at State Street can offer you.
Street is an Affirmative Action/Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, national origin, ancestry, ethnicity, age, disability, sexual orientation, gender, gender identity, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status or other characteristics protected by applicable law.



Provides guidance and direction for what may include multiple Global Treasury (GT) operational disciplines.  Primary focus is to manage complex projects for optimal effectiveness, minimize operational risk, identify and implement effective and efficient processes and ensure a high level of service is provided to Global Treasury Operations (GTO) stakeholders in accordance with industry operational best practices regionally.

Primary purpose is to assist the Global Treasury team build a new allocation to the Leveraged Loan asset class.  This is a new role that will enable the candidate to work with various functional areas within State Street in order to establish policies and procedures to ensure a successful loan investment program.

Responsibilities may include management of projects that some combination of the following:  Payments, Collateral Management/Margins, Corporate Actions/Income Processing, Static Data/Data Management, Trader Support, Clearance/Settlement, Control/Reconciliation/Investigations, Documentation/Confirmations, Customer Service, New Accounts, and Valuation/Pricing and may have responsibility for GTO related project management and/or play a key role in broader GT related projects.

• Liaise with State Street's back office to ensure proper loan set up


• Work with Portfolio Manager/Trader, Loan Operations and other internal and external stakeholders to assure all loan documentation meets legal and regulatory requirements to facilitate the prompt settlement of primary and secondary market leveraged loan trades


• Facilitate communication between State Street's Loan Operation and Agent Bank to co-ordinate all loan level data, including rate sets, pay downs and interest payments


• Work with functional areas within State Street to assure proper reporting of loan level and portfolio information


• Promote, create and implement policies and procedures


• Provide guidance and direction for the effective completion of operational responsibilities


• Enforce operational procedures and demonstrate a thorough understanding of the department's responsibilities – review / revise department procedures in line with regulatory and/or effective workflow requirements


• Serve as an expert resource on operational needs for the group


• Engage senior management when appropriate, escalate issues that impact workflow / resources, offers solutions to problems and seeks approval to ensure course of action has been agreed


• Work with GT management and stakeholders to ensure appropriate controls are in place to support favorable ratings on audits and regulatory reviews


• Coordinate with sites to ensure global consistency of process under a global operating model


• Multiple level reporting structure with direct reports who may also have direct reports


• Work well with all GTO members and GT stakeholders as demonstrated by being responsive to requests

• Experience with bank loan documentation, coordination, execution and settlement required


• B.A./B.S. or equivalent


• 7+ years experience working in Treasury /Investment Operations or equivalent


• Strong leadership skills – excellent management / coaching / delegation skills


• Strong operational control experience – specific understanding of industry best practices with regard to effective operational control infrastructures


• Able to manage multiple operational disciplines / priorities / projects in accordance with established timeframes


• Excellent communication skills – written and verbal as demonstrated through clear, concise communication using good grammar


• Demonstrate ability to effectively work under pressure, meet established deadlines with accuracy and a professional approach


• Demonstrate an aptitude for learning and development


• Demonstrate emotional intelligence when working independently or in teams


• Ability to think creatively and analytically to solve complex problems and identify opportunities to improve existing management and controls


• Microsoft office suite – Excel, Word, PPT