✦ Luna Orbit — Executive & General Management

Alternative Investment Services Bank Loans Operations, Vice President

at State Street

Unknown 💰 $115K – $201K USD / year Posted April 17, 2026
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Position Details

Salary $115K – $201K USD / year
Type Full-Time
Experience executive
Exp. Years Must have a minimum of 8-10 years of related experience
Education BS/BA degree required
Category Executive & General Management

About this role

This Vice President role leads complex daily operations for Alternative Investment Services Bank Loans Operations, overseeing processes and teams supporting end client delivery. The VP acts as the primary escalation point for operational issues and coordinates implementations for new funds, systems, and processes, including client conversions.

Key Responsibilities

  • Responsible oversight of complex daily operations and processes
  • Serve as primary contact and escalation point for operational issues
  • Receive and resolve inquiries from client and internal teams
  • Address custom client requests and manage production activities of AVP and Officer teams
  • Coordinate implementation of new funds, systems and processes; assist with client conversions

Technical Overview

The scope is operational and functional across Bank Loan servicing dependencies, including Fund Accounting, Custody, Financial Reporting, Recon, Fund Operations, Trade Processing, Middle Office, Risk Oversight, Relationship Management, Automation, and Management Reporting. It also includes usage of Wall Street Office (WSO) and structured production/inquiry resolution workflows.

Ideal Candidate

The ideal candidate is a Vice President-level operations professional with in-depth Bank Loan asset class knowledge and 8-10 years of related experience in financial services. They have hands-on exposure to Fund Accounting, Custody, Financial Reporting, Recon, Trade Processing, Middle Office, Risk Oversight, Relationship Management, Automation, and Management Reporting, and can oversee complex daily operations while acting as the primary escalation point for operational issues.

Must-Have Skills

In depth knowledge of the Bank Loan asset classExperience in or exposure to Fund AccountingCustodyFinancial ReportingReconFund OperationsTrade ProcessingMiddle OfficeRisk OversightRelationship ManagementAutomation and Management ReportingMinimum of 8-10 years of related experienceBS/BA degree required

Tools & Platforms

Wall Street Office (WSO)

Required Skills

Bank Loan asset classFund AccountingCustodyFinancial ReportingReconFund OperationsTrade ProcessingMiddle OfficeRisk OversightRelationship ManagementAutomationManagement Reportingoperational oversightescalation managementWall Street Office (WSO)client delivery managementclient conversionsnew funds implementationinquiries resolution

Hard Skills

Bank Loan asset classFund AccountingCustodyFinancial ReportingReconFund OperationsTrade ProcessingMiddle OfficeRisk OversightRelationship ManagementAutomationManagement ReportingClient delivery managementOperational oversight of complex daily operationsInquiry resolutionCustom client requestsProduction activities managementCoordinate implementation of new fundssystems and processesClient conversions

Soft Skills

Strong critical thinkingProblem solvingDecision-making skillsStrong interpersonal skillsEthical decision makingTeamworkCollaboration with clientsCollaboration with internal service teams

Industry & Role

Industry Banking
Job Function Provide VP-level operational leadership and escalation management for Bank Loans operations in Alternative Investment Services.
Role Subtype VP of Operations

Keywords for Your Resume

Alternative Investment Services Bank Loans OperationsAlternative Investment Services Bank Loans Operations Vice PresidentBank Loan asset classFund AccountingCustodyFinancial ReportingReconFund OperationsTrade ProcessingMiddle OfficeRisk OversightRelationship ManagementAutomationManagement ReportingComplex daily operations and processesprimary contact and escalation pointclient deliveryclient requestsproduction activitiesAVP and Officer teamsCoordinate the implementation of new fundssystems and processesclient conversionsWall Street Office (WSO)BS/BA degree8-10 years of related experiencefinancial services industrycustom client requestsinquiries from client

Deal Breakers

Experience in working with Bank Loan asset class required, Minimum of 8-10 years of related experience, BS/BA degree required, Experience in or exposure to Fund Accounting, Custody, Financial Reporting, Recon, Fund Operations, Trade Processing, Middle Office, Risk Oversight, Relationship Management, Automation and Management Reporting

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