State Street is seeking dynamic individuals to join our team as we expand our business function with the introduction of Tailored Shareholder Reports (TSR). We are looking for individuals who possess a unique blend of business process operation skills, a passion for data transformation, and a strong interest in technical skills, automation, and reengineering. If you are enthusiastic about financial/regulatory reporting, we want you to be a part of our growing team.

Key Responsibilities

- Collaborate with cross-functional teams to support data transformation for the Tailored Shareholder Report (TSR) function.

- Quickly understand the daily operation tasks and run routines independently.

- Analyze and respond to inquiries from global teams regarding data accuracy, transaction/holding reconciliation discrepancies, and provide support to troubleshoot and determine the root cause of report breaks, system/application (i.e., ESP) failures.

- Ensure compliance with capital market and financial/regulatory reporting requirements.

- Stay updated on industry trends and best practices to continually enhance processes.

- Learn new skills through training or on-the-job practice to efficiently design solutions based on the requirements in designated technologies, such as Alteryx.

Product You Will Support – Tailored Shareholder Reports

The Tailored Shareholder Report (TSR) rule, originally proposed in 2020, was approved by the United States Securities and Exchange Commission (SEC) on October 26, 2022. The rule contains amendments to the requirements for annual and semi-annual reports provided by mutual funds and exchange-traded funds, specifically open-end funds that are registered on Form N-1A. The new reports, which will be delivered to shareholders, will be brief, visually engaging, and feature key information for retail investors. Separate tailored shareholder reports must be prepared at the share class level and these slimmed down reports must be tagged in iXBRL. Information must be available within 60 days when the period ends. State Street will offer a Tailored Shareholder Report solution to automate the creation of reports at the class level to meet the requirements of the rule.

Why This Role Is Important To Us

We deliver all kinds of financial and regulatory data (Risk, Liquidity, performance, repo, broker, holding and transactions, etc.) and insights to our clients. We are driving digital transformation and expanding business capabilities and improving efficiency using industry best practices and advanced technologies such as UiPath, Alteryx, Python. We are looking for hybrid talent to join our team and deliver value to our clients. We welcome talents of any background who have a strong desire for learning and a high aptitude for adaptability to upskill themselves both in the financial domain and/or IT techniques.

What We Value

These skills will help you succeed in this role:

- Solid knowledge of financial statements and capital markets.

- Close attention to detail and effective communication skills.

- A desire to understand new technologies.

- Data analysis skills.

Education & Preferred Qualifications

- A bachelor's degree in a related field or equivalent work experience.

- Strong business process operation skills with a focus on data transformation.

- Demonstrated interest and ability to learn and apply technical skills to automate and reengineer processes.

- Knowledge of capital markets and financial/regulatory reporting.

- Excellent communication and teamwork skills.

- Problem-solving mindset with an eagerness to adapt and grow.

Why Join Us

- Be a part of an innovative team driving the Tailored Shareholder Report (TSR) function in a dynamic market.

- Opportunity to work on cutting-edge technical projects while gaining valuable industry insights.

- Ongoing learning and development opportunities.

For further information, and to apply, please visit our website via the “Apply” button below.