Senior Analyst - Fund Governance, Officer - State Street Global Advisors

Company: CFA Institute
Location: Boston
Posted on: November 14, 2024

Job Description:

Across the globe, institutional investors rely on State Street to help them manage risk, respond to challenges through solutions, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged professionals are essential to our success. For nearly four decades State Street Global Advisors has been committed to helping our clients and those who rely on them achieve financial security. We partner with many of the world's largest most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous investment process spanning both indexing and active disciplines. With trillions in assets our scale and global reach offer clients unique access to markets geographies and asset classes and enable us to deliver both thoughtful insights and creative solutions. SSGA is the investment management arm of State Street Corporation. For further information please visit ssga.com. Our commitment to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It's also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You'll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us. What you will be responsible for: As the Board Relationship Officer you will join a team that has governance and oversight responsibilities for SSGA's investment products registered for distribution in the United States. Specifically, you will partner with constituents to develop and maintain a robust annual contract renewal process in support of State Street's U.S. registered investment adviser, SSGA Funds Management, Inc. You will act as a liaison to compliance, operations, legal, portfolio management, adviser. You will assist in collation of metrics and data to feed into various reports that support our Fund Boards and internal operating units. You will oversee the process for the compilation and regulatory filing of SSGA Funds Management, Inc.'s proxy voting records. You will coordinate the movement of reports between service providers and quality check identifying information, ensuring the timely filing and distribution of the regulatory reports. Additionally, you will support board reporting and product life cycle implementation projects or other group initiatives as needed. Daily functions would include but not be limited to:

• Leading preparation of annual contract renewal process of the U.S. Adviser's - strong World package skills is a must
• Collaborate with Relationship Management leads to update and harmonization contract renewal materials as needed;
• Build consensus and partner with functional areas to produce comprehensive, timely and relevant reporting;
• Developing and maintaining relationships with key internal and external stakeholders including other business lines and corporate functions
• Performing analysis of metrics and data collected to ensure quality of reporting
• Maintaining the highest standards of conduct and integrity within the business and ensuring compliance with industry practice, company policies, statute and regulatory requirements in all matters
• Run effective meetings with internal and external participants
• Maintain an awareness of SSGA's key strategies and strategic initiatives. What we value These skills will help you succeed in this role
  • Excellent oral and written interpersonal skills, ability to communicate at all levels of the organization
  • You have the ability to plan and run multiple priorities and tasks with the skills to adapt and be flexible to change in priorities in delivery focused environment
  • You are detail oriented
  • You are willing to assume responsibility and take ownership of tasks assigned
  • Strong abilities in analytical thinking, problem solving, time management and verbal and written communication;
  • Ability to work under pressure and to tight deadlines
  • Excel, PowerPoint and Word proficient Education & Preferred Qualifications
    • Undergraduate college degree required;
    • Minimum of 6 years of experience in the financial services industry, experience with a registered investment adviser preferred;
    • Knowledge of Investment Company Act of 1940 and the Investment Advisers Act of 1940;
    • Understanding of Mutual Funds, Exchange Traded Products and their governance structures Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street Global Advisors What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care. Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk. 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. Salary Range: $60,000 - $90,000 Annual 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. 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. State Street's Speak Up Line
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Keywords: CFA Institute, Lowell , Senior Analyst - Fund Governance, Officer - State Street Global Advisors, Professions , Boston, Massachusetts