Documentation Unit Team member, Senior Associate, Hybrid (on-site Milan)

Who we are looking for

We are looking for a Documentation Unit team member. You will join the Documentation Unit Team; the team is mainly responsible for keeping the archive of all the documentation of the Italian Branch's customers updated so that any contract is always recoverable, for those who have the authority to do so, both from the point of view of controls (i.e FTTOP checks) and of verification of conditions (i.e Client facing teams).

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

Why this role is important to us

The team you will be joining is a part of State Street Global Services (SSGS). SSGS 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, SSGS’ 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 Documentation Unit Team member you will

ensures that all the documentation requested and forwarded by the CRMs such as contracts, operational documentation, Fee Schedule, FTTOP and KYC is duly stored in a public folder shared with all the entities involved, if required by the type of documentation, also in ECMS, that is the Global Repository. Fttop yearly review renewal

Entering into the specifics below some of the main activities:

• Formal checks an all Documentation received

• Saving of all received documentation, both in the dedicated folders for each customer and in ECMS which is the global repository for a specific type of contract.

• Sending documentation to Milan Cash for the relevant checks and to obtain the relevant approval (benefirma)

• Be constantly updated on the C3OP Policy which is the global reference policy for contracts

• Become FTTOP Pratictioners

• Fttop yearly review

• KRI Statiscal reporting for the Business Risk Commitee

• Monthly Self-Assessment (to sample) on whole documentation received.

What we value

These skills will help you succeed in this role

• Previous experience Client Facing tems would be an asset.

• Experience in quality check.

• Advanced computer skills (MS Office: Excel, Word, PowerPoint, Access and Outlook).

• Good organizational skills in order to meet deadlines.

• Ability to work under pressure while maintaining high accuracy and quality standards, analytical and process thinking skills.

• Strong client focus.

• Manage risks within your individual role by following set procedures and understand that impact may include financial and reputational damage.

Education & Preferred Qualifications

• Excellent communication skills - fluent in Italian (written & oral).

• Good English level is an advantage.

Additional requirements

• Knowledge in AML Italian regulatory will be considered a plus.

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

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.

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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