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Processes shareholder activity and client trading transactions across APAC, ensuring accuracy, timeliness, controls, and regulatory compliance. Investigates exceptions, supports portfolio management with transaction data, and serves as a subject matter expert for shareholder services processes. The role also supports automation, testing, process improvement, risk remediation, documentation, knowledge sharing, and global collaboration across APAC, North America, and EMEA.

Processes shareholder activity and client trading transactions across APAC, ensuring accuracy, timely execution, compliance, and operational control. Investigates exceptions, supports portfolio management with transaction data, serves as a subject matter expert, and guides junior staff. The role contributes to risk remediation, automation, testing, process improvement, documentation, business continuity, and global collaboration across APAC, North America, and EMEA.

Manage indexed equity portfolios through daily monitoring, cash management, portfolio rebalancing, trade construction and execution. Analyze index changes, corporate actions, performance attribution and tracking results while developing expertise in market structure, liquidity and implementation risks. Support client-facing teams with presentations and reports, collaborate across investment functions, and contribute to process improvements, automation and controls. The role is designed to develop a junior investment professional into a portfolio manager.

Lead APAC shareholder services and client trading operations, manage a geographically distributed team, ensure regulatory and control compliance, drive operational resilience, transformation, automation, and stakeholder alignment with global SHS standards.

Leads client-facing State Street Alpha implementation programs, overseeing planning, milestones, dependencies, risks, budgets, governance, change control, and delivery. Partners with executives, clients, PMOs, product owners, and cross-functional teams to implement front-, middle-, and back-office investment solutions. Responsibilities include requirements gathering, target operating model development, issue resolution, stakeholder communication, steering committee reporting, and coordinating transformational change across complex programs.

Build, support, troubleshoot, and improve large-scale Microsoft Active Directory environments, including ADFS, DNS, WINS, GPOs, sites, and replication. Lead identity management and security initiatives, analyze technical challenges, develop solutions, create engineering documentation and procedures, and participate in enterprise projects while collaborating across technology teams.

Prepares and reviews tax reports and financial trust distribution packages across APAC, EMEA, and North America. Ensures timely, accurate client reporting, maintains tax systems, resolves complex queries, supports audits, manages risks and controls, improves processes, and coaches team members. The role also includes documentation review, stakeholder coordination, staff performance management, and collaboration with management to deliver client solutions.

Provides first-line risk advisory support to APAC Investment Services leadership, focusing on operational, fiduciary, regulatory, client-facing, and product development risks. Leads risk assessments, control reviews, governance discussions, reporting, escalation, remediation, incident response, and regulatory or audit engagements. Partners with business, change, and second- and third-line teams to strengthen controls, manage emerging risks, and embed risk considerations into strategic initiatives and new products.

Lead CRIMS implementations: gather and analyze client requirements, configure and tune the system, train users, test workflows, resolve defects, support go-live, advise on best practices, assist sales/proof-of-concepts, and document enhancement requests.

Lead coordination of the PCC program across Global Delivery, Product, and Technology. Drive consistency in project management, business analysis, testing, training, reporting, and operational readiness for large-scale custody and payments platform migrations.