Who we are looking for

The European Shareholder Services Team, as a part of Investment Operations unit, administers incoming client instructions relating to subscription and redemption activity for portfolios managed globally by SSIM. The team is responsible for the verification, accurate, timely processing and onward communication of these instructions to the SSIM Investment Management team.

The Shareholder Services team within SSIM Poland is an extension to the SSIM Shareholder Services team globally (London, Dublin, Sydney, Boston). The team consists of 9 professionals with local management structure. The successful candidate will act as a senior member within the team, assuming responsibility on variety of business processes with elements of teams administration.

This role is performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

What you will be responsible for

• Acting as a Subject Matter Expert for processes managed by European Shareholder Services team
• Oversight of daily processes and controls, coupled with completing tasks assigned in a timely manner
• Organization of teams work, preparation of weekly task allocation, identification of process gaps and training  needs
• Working closely with manager on building succession plan and strategy for the whole team. 
• Taking responsibility and acting as a lead on various internal projects
• Providing accurate and timely operational investment support to internal and external stakeholders
• Managing operational risk, regular review and identifying further opportunities for risk mitigation. Ensuring all functional procedures are kept up to date.
• Supporting a culture of effective challenge to evolve daily operational processes, recommending and implementing changes and delivering continuous improvement.  Being open to feedback.
• Developing and maintaining relationships with key internal and external stakeholders including other business lines and corporate functions.
• Maintaining the highest standards of conduct and integrity within the business and ensuring compliance with industry practice, company policies, statute and regulatory requirements in all matters.
• Attending internal and external meetings as required.
• Collaborate with team members in other sites to ensure that operating model is consistent and to share standard methodology.
• Participate in key projects to improve efficiencies and re-evaluate processes

What we value

• You will have strong analytical skills and a positive organised approach
• Excellent attention to detail
• Excellent oral and written interpersonal skills, ability to communicate at all levels of the organisation
• Ability to work confidently both independently and as part of a team
• Ability to multitask, plan and run multiple priorities with the skills to adapt and change in a delivery focused, deadline driven environment
• You are willing to assume responsibility and take ownership of tasks assigned
• Excellent teamwork

This role requires minimum of 3/4 days in the office weekly.

Education & Preferred Qualifications

• Degree qualified (or equivalent) with a financial or analytical discipline preferred.
• Very good English level, other languages as an advantage.
• Advanced Excel knowledge. VBA/Macro coding skills are a plus.
• Practical AI usage or other technical or digital skills are an advantage.

• 5+ years robust industry experience within fund industry.
• Proven experience in Investment Operations, Transfer Agency, Middle Office or similar operations unit is desirable.

About State Street Investment Management

What We Do. As the asset management arm of State Street Corporation, State Street Investment Management has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.

Our Mission. At State Street Investment Management, our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Company: State Street Investment Management

Minimum Salary:​

The minimum salary quoted above applies to the role in the primary location specified. If the candidate ultimately works outside of this primary location, the applicable minimum salary may differ.​

Salary will be determined based on factors such as the position, type of work performed, individual skills, job description, working hours, diligence, initiative, self-management, length of employment, availability, and the quantity and quality of work delivered, as well as other objective and non-discriminatory criteria relevant to State Street employees.​

In addition to salary, employees are eligible to be considered for discretionary annual performance-based awards.​

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We Offer:​

• Permanent contract from day one​

• Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)​

• Gold Medical Package for employees and their families (partner and children)​

• Premium life insurance package and private pension plan​

• Wide range of soft skills training, technical workshops, language classes and development programs​

• Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice​

• Variety of well-being programs​

• Additional benefits available depending on the seniority of the role

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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