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Senior Associate, Middle Office Operations
State Street. Act as a resource within the assigned business unit to resolve complex operational and client-related issues involving clients, counterparties, custodians, brokers, and internal teams .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client operations and support within asset management and financial services, utilizing data analytics and trading platforms to enhance processing efficiency and compliance. Strong communication and problem-solving skills are essential for managing client inquiries and operational challenges.
Highest-signal resume keywords
Client Operations ManagementData AnalyticsTrading Platforms ExperienceVBA, SQL, Python KnowledgeFinancial Services Exposure
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalyticsClient ReportingVBASQLPythonOperational SupportRegulatory ComplianceProcessing ImprovementTrading PlatformsFinancial Analysis
Soft Skills
Verbal CommunicationWritten CommunicationInterpersonal SkillsProblem-SolvingAdaptability
Tools & Technologies
Microsoft OfficeClient Trading PlatformsCustodian Platforms
Industry Keywords
Asset ManagementBanking OperationsFinancial ServicesOperational IssuesClient Inquiries
Tech Stack
Tools & technologiesPythonSQLVBA
About the role
Key responsibilities & impact- Act as a resource within the assigned business unit to resolve complex operational and client-related issues involving clients, counterparties, custodians, brokers, and internal teams
- Maintain comprehensive and accurate information across client trading platforms and internal records
- Deliver high-quality service through timely follow-up, proactive communication, and serving as a trusted operational partner
- Research, analyze, and respond to internal and external client inquiries
- Support the Operations team by managing and resolving actions across all client types using approved systems and custodian platforms
- Perform processing and control-related tasks supporting daily processing routines and regulatory standards
- Prepare, complete, review, and validate standard and ad hoc client reporting
- Apply data analytics and application knowledge to identify and create processing improvements
- Identify and escalate potentially risky activity as a first line of defense
- Work with State Street teams globally to support investment management clients
Requirements
What you’ll need- Exposure to asset management, banking operations, or financial services environments
- Working knowledge of Microsoft Office applications
- Experience with trading platforms
- VBA, SQL, and Python is a plus
- Strong verbal, written, and interpersonal communication skills
- Ability to take direction, problem-solve independently, and deliver results with minimal oversight
- Adaptability when priorities shift and ability to manage ambiguity effectively
- 2–4+ years of relevant professional experience
- Bachelor’s degree required
- Business-related major, Accounting, or Finance preferred
Benefits
Comp & perks- Competitive and comprehensive benefits packages
- Medical care
- Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages
- Retirement savings plan (401K) with company match
- Paid time off including vacation, sick leave, short-term disability, and family care responsibilities
- Flexible Work Programs
- Employee Assistance Program
- Incentive compensation including eligibility for annual performance-based awards
- Eligibility for certain tax-advantaged savings plans
- Development programs and educational support
- Inclusive development opportunities
- Paid volunteer days
- Matching gift programs
- Employee networks
- Flexible work-life support