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State Street · 1 day ago

Currency Management, Product and Client Change Manager - AVP

Boston, MA

Full-time

Onsite

Mid, Senior Level

$80K/yr - $140K/yr

5+ years exp

State Street is a leading provider of trading and lending solutions to institutional investors. The Currency Management, Product and Client Change Manager will manage special events and transitions, ensuring seamless execution of complex currency management solutions while engaging with clients and collaborating with internal teams.

BankingFinanceFinancial Services

Responsibilities

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

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

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

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

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

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

Risk ManagementClient EngagementProject ManagementSQLPythonData AnalysisAnalytical ThinkingMicrosoft ExcelCommunicationLeadershipAttention to DetailTime ManagementSelf-Starter

Required

5+ years of experience in financial services, Foreign Exchange or a related field, with a focus on project management, transitions, or special events

Experience working in a client-facing role is highly preferred

Proficiency in SQL and basic Python programming

Experience with data analysis, automation, and report generation is essential

Deep understanding of risk management principles, particularly in the context of financial services and currency management

Proven ability to identify, assess, and mitigate risks effectively

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