State Street Transitions/Operations Analyst, Senior Associate in Irvine, California

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The Static Data/Operations Analyst, Senior Associate is a Lead Specialist within the business unit. This position is tasked with solving problems of increased complexity, demonstrating leadership and motivational skills and the ability to take on special assignments. The Associate will interact primarily with internal support teams in addition to custodians and clients to provide timely support and resolution on processing issues.

Responsibilities include:

  • Provides daily oversight of offshore support team.
  • Responsible for data processing for new account setups and changes to account header information.
  • Maintains settlement instruction updates for custodian and broker delivery instructions.
  • Provides support and resolution on automated and manual trade transmission inquiries and issues.
  • Acts as a liaison between product and technology teams to coordinate trade delivery enhancements and initiatives to meet business needs.
  • Interacts with external and internal parties to resolve questions and discrepancies related to reference data.
  • Follows escalation procedures to ensure timeliness and accuracy of processing.
  • Provides training in departmental procedures/practices to new hires and junior staff.
  • Performs non – routine/complex tasks necessary to support business area.
  • May cover for supervisor and participate in special projects.


  • Equivalent to a Bachelor’s degree with business related coursework. BS in Accounting preferred
  • At least 2 to 3 years of related experience in custody, fund accounting and/or trade processing
  • Knowledge of financial securities markets, language and products as well as legal and regulatory requirements
  • Strong working knowledge of MS Office applications, and spreadsheet proficiency.
  • Strong analytical and organizational skills
  • Ability to prioritize assignments under tight deadlines
  • Strong interpersonal and communication skills in both verbal and written forms
  • Demonstrated problem solving skills and ability to assist others in resolving problems

State Street Job ID: 166199

Location: Irvine, CA

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Job Title: Transitions/Operations Analyst, Senior Associate

Job ID: 166199

Full/Part Time: Full FTE

Regular/Temporary: Regular

Location: US-CA-Irvine