State Street
Charitable Asset Management Business Analyst - Officer (Finance)
State Street Global Advisors - Charitable Asset Management Business Analyst - Officer
Team Overview:
SSGA 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 $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 organizations.
This role is an Officer and reports to Managing Director, Head of CAM. S/he is encouraged to seek broad base responsibilities that include marketing and promotion, client communication, compliance requirements for clients and general management related activities.
Daily requirements include but are not limited to:
Marketing and Promotion related (50%):
Clients and Compliance related (35%):
General Management related (15%)
Required Skills/Experience:
Organized individual with a positive disposition, great interpersonal skills and a stellar work ethic to support the team and liaise with top-notch clients, prospects and industry partners.
Individual should be proactive, inquisitive and able to anticipate the needs of manager and team members, helping them to stay focused on their projects by attempting to resolve operational and administrative issues before they arise.
Individual will be a vital member and a major contributor to our business development and operations. Candidate should move quickly in a fast-paced changing environment and ensure they remain up to date on our processes, services, products and systems. In addition to being organized and analytical, individual should possess strong judgment and communication skills needed to contribute to and manage a variety of simultaneous projects. Candidate should be able to communicate effectively with all levels of the organization as well as outside parties.
Systems Supported include:
Proficiency in Microsoft Office, Resource Scheduler, SharePoint, Internet Explorer, Salesforce, Cvent, Marketo, Workfront, Oracle