Vice President Fund administration (Current Employee) – Toronto, ON – 26 March 2014
• Assisted with the start up and take on of new hedge funds • Direct contact and good relations with various CFOs in different locations • Conversations regarding AML (Anti Money Laundering) with investors • Reviewing of NAV files prepared by team members, and assisting in solving issues • Assist with system upgrades and implementations • Client Due Diligence (CDD) and Know Your Client (KYC) management for potential new and existing clients
Achievements: - Part of the team to do the take-on for administrating one of the biggest hedge funds in the USA, the York funds; - Assisting in moving clients over to new Canadian operations.
Risk & Admin Manager (Former Employee) – Toronto, ON – 3 February 2014
There is no job security, most work is being sent offshore. It is very hard to get promoted, work days are long and management is content with the high turnover. Many strong, loyal people have left because of better jobs or because their jobs were sent to India. Loyalty means nothing and hard work is not rewarded. The best thing about this firm is flex work (working from home). Salary is below average.
Trade Processor (Former Employee) – 30 Adelaide Street – 19 November 2013
The job it self was challenging on a day to day basis due to system enhancements. to meet the clients requirements. The group that I was in, was very cooperative and helpful; especially when targets are to be met on a timely fashion. Overall, the Management was very supportive, in providing the necessary tools to achieve our goals.
Senior Client Service Associate (Current Employee) – Toronto – 30 January 2013
At work servicing client is a challenge. Accuracy and productivity is most required. Teamwork is mostly experienced to deliver the best to the clients. Co-workers and different work related co-ordination has been very effective Enjoy having many courses and availability of learning tools to excel.
great long term company or stepping stone for recent grads
Senior Analyst (Team Lead), Securities Valuation (Current Employee) – Toronto, ON – 19 December 2012
- valuation of all securities held in all hedge funds on a daily basis - time management, multitasking are important - the people at this company make it worthwhile - stressful daily deadlines can make it tough at times
Senior Investment Accountant (Current Employee) – Toronto, ON – 28 October 2012
State Street is a good place to start a career and an excellent opportunity to learn more about the financial service industry. The managers are helpful and great mentors. The most enjoyable part of the job is being able to meet and interact with great people.