Currency Management, Product and Client Change Manager - AVP jobs in United States
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State Street · 1 month ago

Currency Management, Product and Client Change Manager - AVP

State Street is a leading provider of trading and lending solutions to institutional investors. The Currency Management, Product and Client Change Manager will manage and execute special events and transition projects, ensuring seamless delivery of complex currency management solutions while engaging with clients and collaborating with cross-functional teams.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Client Engagement: Act as a primary point of contact for clients during special events and transitions. Effectively communicate currency overlay and trading concepts in a clear and concise manner to both technical and non-technical stakeholders
Project Management: Lead the planning, coordination, and execution of special events and transitions, including fund launches, mandate changes, and large-scale currency overlay adjustments. Develop and maintain detailed project plans, timelines, and status reports
Technical Execution: Utilize your technical skills to automate processes using Python & SQL, and contribute to the development of custom tools and reports to support special events and transitions
Cross-functional Collaboration: Work closely with internal teams, including portfolio management, trading, operations, technology, and legal, to ensure all aspects of special events and transitions are executed seamlessly
Risk Management: Identify and mitigate potential risks associated with special events and transitions, ensuring adherence to contractual requirements, industry best practices and internal policies. Maintain a strong control environment throughout the lifecycle of each project
Continuous Improvement: Proactively identify opportunities to enhance processes, tools, and methodologies related to special events and transitions. Contribute to the development of best practices and standards within the Currency Management team

Qualification

SQLPythonRisk ManagementProject ManagementClient EngagementData AnalysisAnalytical ThinkingMicrosoft ExcelCommunicationLeadershipAttention to DetailTime Management

Required

5+ years of experience in financial services, Foreign Exchange or a related field, with a focus on project management, transitions, or special events
Proficiency in SQL and basic Python programming
Deep understanding of risk management principles, particularly in the context of financial services and currency management
Understanding of fund accounting /custody/ transfer agency operations
Strong problem-solving skills, with a keen attention to detail and the ability to think critically under pressure
Proven ability to lead and manage cross-functional teams, driving projects to successful completion while maintaining high standards of quality and client satisfaction
Attention to detail and time management are a must
Ability to work under pressure
Motivated and self-starter
Microsoft Excel

Preferred

Experience working in a client-facing role is highly preferred
Bachelor's degree in Finance, Economics, Computer Science, or a related field
Advanced degree or relevant certifications (e.g., CFA, PMP) are a plus

Benefits

Retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to our Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
Eligibility for certain tax advantaged savings plans

Company

State Street

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State Street offers a range of financial services, including investment management, research and trading, as well as asset management.

H1B Sponsorship

State Street has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)

Funding

Current Stage
Public Company
Total Funding
$12.05B
2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M

Leadership Team

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Ronald O'Hanley
Chairman and Chief Executive Officer
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Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
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Company data provided by crunchbase