Financial Reporting, Officer

Financial and Regulatory Reporting, TSR Operations Officer, located in either Boston, MA or Kansas City, MO will manage semi-annual and annual TSR regulatory filings for various clients. You will engage with clients and internal State Street teams to resolve issues and answer inquiries to progress each reporting cycle to completion.

Why this role is important to us

The team you will be joining is a part of State Street Global Delivery (GD). GD gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, GD’s tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As Financial and Regulatory Reporting, TSR Operations Officer you will:

  • 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 the implementation of all standard practices, processes, tools, etc. and initiatives and technology enhancements.
  • Manage relationships with clients, making sure that requests are being met and that clients are satisfied with the level of service.
  • Provide coaching and development opportunities to staff, allocate and coordinate resources and handle personnel related issues.

State Street