Assistant Vice President, Fund Accounting & Administration Greater Boston, MA Area

The Company is seeking an Assistant Vice President to lead and oversee client conversion initiatives across accounting, custody, and insurance operations. Responsibilities include managing onboarding, transitions, mergers, and asset transfers; coordinating plans and deadlines; and communicating progress, risks, and process differences to clients and internal stakeholders. The role also involves resolving asset-transfer and custody-settlement discrepancies, improving operational processes, supporting regulatory compliance, and fostering collaboration and cross-training across teams. Candidates should have at least seven years of financial services experience, including project or program management, and a bachelor’s degree in a relevant field; a master’s degree is preferred. Required expertise includes investment servicing, transaction management, capital markets, accounting and custody operations, complex fund structures, and investment types. Strong project management, analytical, communication, decision-making, and leadership skills are important, along with proficiency in Microsoft Office, particularly advanced Excel and PowerPoint, and collaboration and reporting tools. Experience with specialized fund-servicing systems is also required.

Hiring Company

State Street