Middle Office Operations, Assistant Vice President

Who we are looking for

As a Portfolio Services Assistant Vice President (AVP), you will be responsible for overseeing daily account reviews to confirm the health of portfolios supporting trading, reporting, and performance activities. Under the direction of the Vice President, you will monitor assigned client accounts for issues related to cash, settlements, ad hoc processing, data integrity, and client reporting, including performing pre and post cycle reviews.

This role requires a highly self directed professional able to navigate complex and evolving situations, independently identify exceptions, perform thorough analysis, and drive issues to resolution while adjusting priorities as business needs change. Successful candidates will be decisive, results oriented individuals with a proven track record, sound judgment, and the ability to build and manage strong relationships across the organization through trust, collaboration, adaptability, and subject matter expertise.

Why this role is important to us

The team you will join is part of a global, cross divisional Middle Office organization responsible for supporting critical portfolio, recordkeeping, and client reporting functions for a client at State Street. In this role, you will serve as a key point of control and escalation, helping ensure portfolio readiness, data accuracy, adherence to established controls, and high quality client outcomes in an increasingly complex operating environment.

This position plays a critical role in safeguarding against operational risk by reinforcing control discipline, identifying potential control gaps, and ensuring procedures are executed consistently. At the same time, the role supports continuous improvement by driving efficiency, scalability, and thoughtful use of automation and process enhancements across Middle Office operations

What you will be responsible for

As a Portfolio Services AVP, you will:

* Manage and guide a team supporting multiple clients, providing oversight of daily deliverables while strengthening client relationships and service quality.

* Analyze, design, and implement client‑specific operational solutions for a large, complex client relationship, while ensuring established controls are consistently executed, monitored, and adhered to. Act as a primary point of contact for client inquiries related to recordkeeping systems and client file deliveries, ensuring proactive tracking, timely response, and effective resolution.

* Perform and oversee key recordkeeping system functions and daily checks on client deliverables, investigating discrepancies and ensuring resolution within established timelines.

* Provide operational oversight by identifying trends, recurring issues, and opportunities to enhance controls and improve processes, while independently managing work within established procedures and exercising sound judgment on elevated or complex matters.

* Take end to end ownership of issues through resolution, engaging the appropriate teams, gaining alignment, and clearly communicating status and outcomes to stakeholders.

* Leverage practical use cases of AI and automation tools, where appropriate, to streamline operational tasks and support business objectives.

* • Escalate complex or policy‑related issues appropriately, partnering with leadership where clarification or exception handling is required.

What we value

These skills will help you succeed in this role:

* Demonstrated ability to work independently and proactively, researching complex issues and driving solutions to completion while considering multiple avenues for resolution.

* Strong commitment to operational risk management, including the ability to identify control gaps, ensure adherence to established procedures, and reinforce a strong control driven culture.

* Advanced proficiency in Excel and Microsoft Office (Excel, PowerPoint, Word), including pivot tables, lookups, formulas, and data validation techniques, with the ability to analyze large datasets, assess data integrity, and clearly present findings, risks, and recommendations to stakeholders.

* Proven ability to operate as a collaborative team player who is equally comfortable…