State Street Corporation

Global Delivery Transaction Management, Officer

State Street Corporation • $65K — $106K *
Berwyn, PA 19312In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience in Finance, Accounting, Business, or a related field.
  • Experience in Transaction Management or a related Middle Office / Operations function within financial services.
  • Knowledge of financial instruments, including Equity, Fixed Income, Foreign Exchange, Exchange Traded Derivatives, and Liquidity products.
  • Working knowledge of securities markets, operational workflows, and regulatory considerations.
  • Strong communication, analytical, and organizational skills.

Responsibilities

  • Support the day-to-day execution of Transaction Management activities, ensuring accuracy and timeliness.
  • Provide guidance and on-the-job training to team members for consistent processing.
  • Assist management with performance feedback and participation in onboarding processes.
  • Monitor daily processing activities and escalate issues or risks to management.
  • Act as a subject matter expert for assigned clients and projects in Transaction Management.
  • Participate in client discussions and internal working groups to represent Transaction Management.
  • Identify opportunities for workflow improvements and support implementation of enhancements.

Benefits

  • Retirement savings plan (401K) with company match.
  • Insurance coverage including medical, dental, and vision.
  • Paid-time off including vacation, sick leave, and family care responsibilities.
  • Access to Employee Assistance Program.
  • Eligibility for annual performance-based awards.
Full Job Description
Who we are looking for
To support the end-to-end lifecycle of Transaction Management, including the capture, validation, confirmation, and settlement of transactions instructed by the primary investment manager and any sub-advisors. This role supports the process from the receipt of executed transaction instructions from the investment manager via standard message formats through to successful settlement.

The Officer is responsible for the accurate and timely execution of daily Transaction Management activities, ensuring adherence to established procedures, controls, and service standards. The role includes monitoring processing activities, escalating issues as appropriate, and supporting consistency in service delivery to clients while ensuring compliance with internal policies and operational guidelines.

What You Will Be Responsible For
As a Middle Office Transaction Management Officer, you will:
  • Support the day-to-day execution of Transaction Management activities, ensuring accuracy, timeliness, and adherence to established policies, procedures, and controls.
  • Provide guidance, coaching, and on-the-job training to team members to support consistent processing and service delivery.
  • Assist management with performance feedback, development discussions, and talent initiatives, including participation in interview and onboarding processes as requested.
  • Monitor daily processing activities and escalate issues, risks, or exceptions to management in a timely manner to ensure client service standards are met.
  • Act as an operational subject matter expert for assigned clients, projects, or initiatives impacting Transaction Management.
  • Participate in client discussions, operational forums, and internal working groups to represent Transaction Management perspectives.
  • Identify opportunities for workflow improvements and support the implementation of process enhancements and technical solutions to improve efficiency, quality, and risk outcomes.
  • Maintain awareness of regulatory requirements and internal control standards applicable to the function, and support updates to procedures and practices as needed.
  • Support the maintenance of a strong control environment, including adherence to risk management, audit, and compliance expectations.
  • Collaborate with internal partners across Operations, Technology, Risk, and Client Service to resolve issues and support business objectives.
  • Drive execution of assigned projects, initiatives, and deliverables aligned to departmental and divisional goals.
  • Build and maintain effective working relationships with key stakeholders and partner teams to ensure service expectations are understood and met.

What We Value
These skills will help you succeed in this role:
  • Managing the Business: Demonstrates an understanding of operational priorities and the ability to identify opportunities for process improvement and value creation.
  • Analytical Thinking: Ability to analyze information, identify root causes, and clearly articulate recommendations and decisions.
  • Decision-Making: Exercises sound judgment within defined authority levels and escalates appropriately.
  • Initiative: Proactive, well-organized, and able to manage multiple priorities effectively.
  • Technical Ability: Applies strong technical knowledge of Transaction Management processes and systems.
  • Communication: Communicates clearly and effectively with peers, management, and partners across the organization.
  • Teamwork: Works collaboratively and contributes positively to team performance; supports knowledge sharing and development of others.
  • Organization & Administration: Demonstrates strong planning, organization, and attention to detail.

Education & Preferred Qualifications
  • Bachelor's degree or equivalent experience in Finance, Accounting, Business, or a related field.
  • Experience in Transaction Management or a related Middle Office / Operations function within financial services.
  • Demonstrated ability to support operational teams, manage priorities, and contribute to continuous improvement initiatives.
  • Knowledge of financial instruments including Equity, Fixed Income, Foreign Exchange, Exchange Traded Derivatives, and Liquidity products.
  • Working knowledge of securities markets, operational workflows, and regulatory considerations.
  • Strong communication, analytical, and organizational skills.

Additional Requirements
  • Flexibility: Adapts effectively to change and shifting priorities.
  • Independence: Self-motivated with the ability to work with minimal supervision.
  • Resilience: Performs effectively under pressure and within time-sensitive environments.
  • Professional Judgment: Communicates assertively and constructively with appropriate awareness of audience and context.
Integrity: Demonstrates professionalism, accountability, and ethical behavior at all times

Salary Range:
$65,000 - $106,250 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our 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); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street Corporation

State Street Corporation Careers

Join the dynamic team at State Street Corporation, a leading financial services provider known for its commitment to innovation, leadership, and professional growth. As a global powerhouse in investment management and servicing, we offer unparalleled job opportunities that propel your career to new heights.

Work You’ll Do

At State Street Corporation, you’ll be part of a culture that values diversity, leadership, and continuous professional development. Engage in work that transforms the financial landscape and helps our clients achieve their investment goals. Our team at State Street is at the forefront of combining industry expertise with cutting-edge technology to deliver exceptional service and results.

Explore Our Job Opportunities

Whether you’re looking for an entry-level position or a senior role, State Street Corporation offers a range of career paths in areas such as asset management, data analytics, finance, and technology. Our hiring process is designed to identify and nurture talent, focusing on your skills and potential. Prepare your resume, ace the interview, and join a team that’s committed to your career growth.

Internship Programs

Kickstart your career with a State Street internship. Our programs provide hands-on experience, networking opportunities, and professional mentoring in a real-world setting. Interns at State Street gain valuable insights and skills that make them competitive candidates for full-time positions within our company.

Benefits and Growth

State Street Corporation is dedicated to the growth and well-being of our employees. We offer a comprehensive benefits package that supports both your professional and personal life. From advanced career training and leadership development programs to health and wellness benefits, we ensure that our team members have the resources they need to succeed.

Inclusive Culture and Diversity

We pride ourselves on fostering an inclusive environment where every employee can thrive. Diversity is not just embraced; it’s celebrated. At State Street, you’ll work alongside a diverse group of professionals who bring a wide range of perspectives and ideas to the table. Our diversity training programs are designed to enhance collaboration and innovation across our global team.

Stay Connected

Join Our Team Discover the career you’ve always wanted by exploring the job opportunities at State Street Corporation. We look for driven, curious, and innovative team players who are ready to make an impact. Search State Street jobs now and find the position that best matches your skills and interests. Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. Our careers blog provides you with the latest trends, tools, and advice to keep you ahead in your professional journey.

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at State Street Corporation, where your career development is our priority. Join State Street Corporation and be part of a team that values innovation, leadership, and a commitment to excellence. Your future in the financial services industry starts here.
Learn more about State Street Corporation
Size
39,335 employees
Market Cap
$28.4 billion
Industry
Finance & Insurance
Net Income
$2.4 billion
Founded
1792
5 Year Trend
-4.9%
NASDAQ
STT
* Ladders Estimates

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