Purpose Of Role:

Transfer Agency Analyst is responsible for the correct and timely processing of specific activities performed in the areas of Fund Trading Services such as cash and shares reconciliation, reporting, orders management, dividends payment, etc. The role will involve a significant amount of contacts with internal and external clients, Transfer Agents and other groups within State Street.

The role is also responsible for analyzing information, monitoring and resolving queries received from internal and external parties.

Responsibilities:

• Demonstrating timely and accurate processing at all times in accordance with deadlines, operating procedures and legal regulations.
• Engaging in building an effective working relationship with internal and external clients.
• Supporting day to day running of the team.
• Involvement in departmental ad-hoc projects.
• Involvement in the training and development of other team members if necessary.
• Preparation of various weekly and monthly reports for management review. Compiling and categorizing data used for monthly operational metrics.
• Making recommendations for changes to processes and procedures and preparing documentation for review as required.
• Undertaking appropriate housekeeping duties e.g. filing, archiving, carrying out a clean desk policy.
• Taking responsibility for personal development and training.

Work Parameters Or Boundaries:

Internal State Street Poland procedures & regulations.

Italian Data Protection Regulations.

Evaluation Process.

PERSON SPECIFICATION

Specific Qualifications / Skills:

• Numeracy / Literacy skills.
• Accuracy and ability to work within tight deadlines.
• PC literate and competent in use of MS Excel spreadsheets, MS Word and MS Outlook.
• Basic understanding of fund trading would be useful but not essential.
• Good level of English.
• Good Italian spoken and written.
• Ability to learn quickly and work in a team environment
• Quick in thinking, reflection & execution

Critical Behaviors for Success as defined by the PPR System at Core level:

• Taking Ownership and Initiative
• Ensuring accuracy and quality
• Providing outstanding service
• Communicating effectively
• Displaying insight & influence
• Fostering collaboration and teamwork

Level Of Education:

University Students or Graduates (preferred)

Previous Level Of Experience:

Previous experience in financial industry preferred but not essential.

Note: This role follows a hybrid work model, requiring a minimum of three days per week in the office.

Minimum Salary:

zł60,000 Annual

The minimum salary quoted above applies to the role in the primary location specified. If the candidate ultimately works outside of this primary location, the applicable minimum salary may differ.

Salary will be determined based on factors such as the position, type of work performed, individual skills, job description, working hours, diligence, initiative, self-management, length of employment, availability, and the quantity and quality of work delivered, as well as other objective and non-discriminatory criteria relevant to State Street employees.

In addition to salary, employees are eligible to be considered for discretionary annual performance-based awards.

We Offer:

• Permanent contract from day one

• Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)

• Gold Medical Package for employees and their families (partner and children)

• Premium life insurance package and private pension plan

• Wide range of soft skills training, technical workshops, language classes and development programs

• Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice

• Variety of well-being programs

• Additional benefits available depending on the seniority of the role

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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