Cam Relationship Management Senior Associate Job In Currenex State Street Trust Company In Bengaluru / Bangalore, India

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Job Details
Who we are looking forState Street Global Advisors Charitable Asset Management (CAM) provides consultative and customized planned gift investment management, tax, and administration solutions for charitable organizations Established in 1984, Charitable Asset Management is a boutique group within State Street Global Advisors dedicated to serving nonprofit organizations and their donors Today, our 30 planned gift professionals work with over 200 charities with nearly $3 billion in planned gift assets for more than 34,000 donor/beneficiaries Our charitable clients include colleges universities foundations private schools hospitals and cultural, environmental, and religious organizationsThis 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 usThe team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world We partner with many of the world's largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles As pioneers in index, ETF, and ESG investing, we are always inventing new ways to investJoin us if making your mark in the asset management industry from day one is a challenge you are up for.

What you will be responsible forWork as a member of a broader team in processing and administration of the gift annuity and trust gift vehicles This includes new gift setup and any administration changes to existing accountsWork as a member of a broader team in supporting the periodic FTTOP annual review confirmationWork as a member of a broader team in completing periodic reviews of AML / KYC client requirementsWork as a member of a broader team in researching root cause of returned mail and ACH rejections.

Help with check monitoring and processing This includes processing checks that come in for new gifts and checking the status of any outgoing checksWhat we value These skills will help you succeed in this role:Time management skillsOrganizational skillsResourcefulnessDecision-making skillsPlanning skillsEducation & Preferred QualificationsBachelors degree with concentration in Finance, Accounting, Business Management, and/or Information Systems3 years of experience in financial services industryAdditional requirementsStrong Communication SkillsGreat Teammate!Organized and attention to detailsMulti-Task CapabilitiesPG Calc's Gift WrapSunGard's Global PlusState Street's Aviva/MCHAre 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 Global AdvisorsWhat We Do As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

As a result, we have become one of the world's largest asset managers with trillions of dollars under our careOur Mission At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress We are driven by a desire to help our clients, and those who rely on them, achieve a better future We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.

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 potentialInclusion, 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 youState Street is an equal opportunity and affirmative action employer
  • Company: State Street Global Advisors
About State StreetAcross the world, 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 successOur promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company culture.

It's also part of our dedication to inclusion, development and engagement, and corporate social responsibility You'll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you Join usState Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability
Candidate Profile
Currenex State Street Trust Company is looking for .

Currenex State Street Trust Company is looking for Any Graduate / Post Graduate profile candidates.

Short Job Information


Job Title : Cam Relationship Management Senior Associate
Job Location : Bengaluru / Bangalore, India
Education : Any Graduate / Post Graduate
Experience : 3 ( years )
Post Date : 04 April, 2023
Last Date : 03 June, 2023
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