State Street IMS is a division of State Street Global Service providing operations and middle office services to various investment managers. The IMS Transitions team provides client service and operational support for all portfolio events across PIMCO managed accounts. The Transitions team is often the first stop for client related requests and is responsible for executing new account setups, terminations, bank changes and In-Kind transfers.
Why this role is important to us
Alongside existing management, you’ll oversee a team of individuals responsible for processing complex portfolio transition events including new account setups, terminations, bank changes, & In-Kind Transfers. You’ll own the transition process from end to end and liaise with various internal and external stakeholders to ensure proper execution of transition events. Develop and lead your team in areas of client service, task execution, and organization.
What you will be responsible for
Leadership & Auditing
System Enhancements & Testing