1. JOB SUMMARY :
- Alternative Investment Solutions is a division of State Street Global Services (SSGS) that service Hedge funds, Private Equity funds, Real Estate funds, and Offshore fund structures.
- This position is for an individual contributor in a training department responsible for the technical training and development of approximately 4000 employees in several global offices.
- This person is responsible for delivery and for monitoring the performance of training the AIS onboarding program for all new hires to the company and for the delivery of advanced skills training in India.
- The role requires the person to be well versed in the financial services industry, departmental policies, and company policies.
- This position is designed to mitigate the risk of errors in fund administration operations (including accounting, transfer agency, trade processing, and financial reporting).
- Effectiveness as a trainer impacts the employees- level of preparation for the job and the company's level of protection against operational error and potential liability.
- The person will report directly to an AIS Skills Training Manager, who may not be located in the same office.
- The person will also be highly accountable to the management team of the business line(s) that he or she supports; the business lines are the training team's internal clients.
2. JOB DUTIES :
- The Skills Trainer will be required to master and deliver the entire the AIS onboarding and New Hire curriculum in at least one product (Hedge, RE, PE, or Offshore)
- Design and deliver both traditional classroom training, hands on technical and systems training, focused on technical (job-specific) content for participants and facilitate virtual training sessions with other locations as needed.
- Carry out the training needs analysis process with the Skills Training Director; primarily through consultation with the management team of the business line or the Training Needs Committee in their business line; using surveys, interviews with employees, focus groups, and or consultation with subject-matter experts.
- Develop participant training materials for ongoing advanced technical training and for system enhancements/implementations.
- Cross-train with other trainers and/or business unit staff to teach/learn training program material
- Liaise with subject-matter experts in the business lines who deliver advanced technical training; to support the development of training materials, and evaluate materials prepared by instructors.
- Continually monitor/update training program materials to reflect the actual operations environment.
- Work with other departments to identify and implement enhancements to training that better reflect the current operations environment and industry practices
- Monitor, evaluate and record training activities and program effectiveness.
- Promote the AIS Skills Training brand and services across the AIS teams and promote training and events effectively using Collaborate, at Team meetings, Management meetings, Training Needs Committee meetings and AIS Global Inclusion networks
- Communicate the AIS results of training and training reports regularly to the Poland Managerment team and to the AIS Skills Training Management teams.
- Attend staff development workshops/seminars to enhance presentation skills, supervisory skills and industry knowledge.
- Provide training support to EMEA, North America and Asia-Pacific (Hong Kong, Singapore and Hangzhou).
- May be required to travel to other locations, primarily in India or APAC for the purposes of cross training and/or delivering training as business priorities dictate.
- Flexible work arrangement available under certain conditions.
3. KNOWLEDGE, SKILLS & EXPERIENCE REQUIRED :
- Solid technical understanding of the industry is required, and intimate knowledge of State Street/AIS services, systems, processes and procedures is preferred.
- Must display an ability to work autonomously and project manage the development of and roll out of new training materials in an effective and timely manner
- Must be able to develop new training and or evolve existing training offerings as well as delivering existing materials and add context/content/background to delivery of courses.
- An ability to research topics (local markets, media) so that there is a value-add beyond just the material on the training materials pages
- Ability to research, understand and apply information sourced from within AIS, State Street and or external sources to ensure that the materials developed are aligned with the Training Department's and industry's best practices standards.
- Ability to teach technical information to employees of all experience levels.
- Ability to work effectively with employees from other departments on training projects and various committees.
- Ability to work as part of a virtual training team spanning several locations/countries, sharing best practices.
- Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects or experience as a Subject Matter expert in house trainer
- Bachelor's degree with business, finance, accounting, or education major preferred.
- 5+ year's experience in the Financial Services Industry.
- Ability to develop business relationships, both within and outside of the organization.
- Excellent interpersonal, organizational and communication skills.
- Strong problem resolution and analytical skills.
- Strong computer skills in Microsoft Office products.
- Knowledge of managing and developing Collaborate sites is an advantage
- Exercise sound judgment in all matters.
- Provide outstanding service to all client/s - internally & externally.
- Communicate effectively at all levels within the organization.
- Foster collaboration & team work.
- An ability to develop others and must be able to demonstrate how they have developed others in their role to date.
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