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State Street · 5 days ago

Financial Reporting, Senior Associate

Quincy, MA

Full-time

Onsite

Entry, Mid Level

$52K/yr - $85K/yr

2+ years exp

State Street is a global leader in financial services, and they are seeking a Financial and Regulatory Reporting, TSR Operations Senior Associate. This role involves managing regulatory reporting processes, client communication, and ensuring timely completion of regulatory filings for various clients.

BankingFinanceFinancial Services

Responsibilities

Manage the regulatory reporting production process, calendar and relationship for various clients and ensure that all production schedules (including those with the off-shore teams) are completed in a timely manner so that all team members are informed of their responsibilities during the process

Perform 1st, 2nd, risk-based and targeted reviews on client TSR regulatory filings, ensure all regulatory filings are made on time and client drafts are delivered timely

Be responsible for client communication and implementation of new regulatory requirements/disclosures that impact reporting

Manage relationships with clients, making sure that requests are being met and that clients are satisfied with the level of service

Qualification

Financial ReportingRegulatory FilingsClient CommunicationAlteryx GallerySQLProcess ImprovementInterpersonal SkillsOrganizational SkillsLeadership

Required

BS degree in Accounting, Business, or related field

Two or more years of experience in mutual funds fund administration function (financial reporting preferred) or accounting, audit or related business activity

Ability to develop business relationships, both within and outside of the organization

Excellent interpersonal, organizational and communication skills

Ability to effectively handle and resolve numerous ongoing communications and reporting deliverables in fast paced environment

Ability to drive change and process improvements, while managing day-to-day activities in a reporting cycle