Investment Operations Specialist, Associate 2– Hybrid

2 tygodni temu


Gdańsk, Pomerania, Polska State Street Pełny etat

About Us

We are a leading provider of investment servicing, data & analytics, investment research & trading, and investment management solutions to institutional clients worldwide.

We help our clients safeguard and steward the investments of millions of people. Our mission is to make our mark on the financial services industry through technology, innovation, and collaboration.

About the Role

We are seeking a skilled Investment Compliance Specialist, Associate 2 to join our Institutional Services team.

The successful candidate will have experience working with regulatory and investment manager mandates, utilizing State Street's Investment Compliance & Reporting platform for research, analysis, and reporting purposes.

Responsibilities

  • Monitor compliance results on client portfolios related to Regulatory and Investment Manager (IM) mandates.
  • Utilize State Street's Investment Compliance & Reporting platform to complete research, analysis, and reporting to ensure portfolios are in compliance with their investment restrictions.

Requirements

  • A minimum of +1 years of relevant working experience preferably in fund accounting/Alternative Investments/Investment Compliance.
  • Bachelor's degree, preferable in finance, accounting, or economic.
  • Knowledge of UCITS, AIFMD regulations would be an advantage.
  • Experience in creating Excel Reports.
  • Knowledge about financial services, securities sector, and capital markets.

Our Culture

  • We value diversity, equity, and inclusion, fostering an environment where everyone can thrive and reach their full potential.
  • We prioritize work-life balance, offering flexible work arrangements and generous benefits to support our employees' well-being.


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