Alternative Investment Services Bank Loans Operations, Assistant Vice President jobs in United States
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State Street · 1 day ago

Alternative Investment Services Bank Loans Operations, Assistant Vice President

State Street is a global leader in financial services, helping institutional investors manage risk and drive performance. As the Alternative Investment Services Bank Loans Operations AVP, you will serve as the primary contact for operational issues and coordinate various client and project activities to ensure smooth operations.

BankingFinanceFinancial Services

Responsibilities

Act as primary contact and escalation point for operational issues
Receive and resolve inquiries from client, Client Management, COEs, BU Shared Services and BU Client Service and ensure timely resolution
Maintain and monitor open items, issues, logs, project lists…
Address custom client requests, manage production activities of Client Support Specialists 1, 2 and Senior Specialists
Coordinate the implementation of new funds, systems and processes. Assist with client conversions and other client projects
Identify and implement consistent operational best practices

Qualification

Client managementBank Loan asset classWall Street Office (WSO)Multi-point reconciliationsFund accountingTeam managementCritical thinkingProblem solvingInterpersonal skillsCollaboration

Required

Deep understanding of the complexities of servicing bank loan debt held in complex global fund structures
Background in client management
Team management experience
Experience with multi-point reconciliations
Fund accounting knowledge
Custody experience
Vendor data sourcing experience
Automation experience
Strong critical thinking skills
Ability to meet aggressive deadlines in high volume work environment
Strong interpersonal skills
Ethical decision making
Ability to work in a team environment with emphasis on collaboration with both clients and other internal service teams

Preferred

BS/BA degree required
Minimum of 5-7 years of related experience, preferably in financial services industry
Experience in working with Bank Loan asset class required
Proficiency with Wall Street Office (WSO)

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
Flexible work-life support
Paid volunteer days
Vibrant employee networks

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.

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