📋 Job Details at a Glance 📍 Location Mumbai, India 🏢 Company State Street 👥 Experience 0-2 years 🎓 Qualification Junior / Associate level. Relevant technical qualification and demonstrated shipping experience 📅 Eligible Batch 2022, 2023, 2024, 2025 📄 Job Type Full Time 💰 Salary Not Disclosed 🏢 Industry Banking & Finance 🛠 Key Skills MS Excel Document Management Fund Administration Anti-Money Laundering Compliance Transaction Processing Due Diligence Report Preparation Client Services Problem Solving Critical Thinking Mutual Fund Knowledge Capital Market Knowledge Transfer Agency Associate 2 at State Street — Full Details & How to Apply State Street is seeking a Transfer Agency Associate 2 in Mumbai, India , where you will process fund transactions and support client services using core tools like MS Excel and document management . This role offers direct exposure to anti-money laundering compliance and transaction processing , providing hands-on experience in fund administration . This Transfer Agency Associate 2 role is essential for ensuring accurate transaction processing and maintaining compliance with regulatory standards. Responsibilities include preparing due diligence reports, managing client queries, and executing transaction processing workflows. These tasks rely on strong document management , critical thinking , and mutual fund knowledge , all of which are part of the job’s defined skill set. State Street specializes in asset management and fund administration , with a global footprint. The Transfer Agency Associate 2 position is part of a team focused on client services and regulatory compliance. The role is structured to support freshers with foundational qualifications and practical experience in shipping or fund-related operations. 2022, 2023, 2024, 2025 graduates are eligible. Candidates must hold a Junior / Associate level. Relevant technical qualification and demonstrated shipping experience and have 0-2 years experience . The salary for this position is Not Disclosed . You will gain hands-on experience with MS Excel , Document Management , Anti-Money Laundering Compliance , Transaction Processing , Due Diligence Report Preparation , Client Services , Problem Solving , Critical Thinking , Mutual Fund Knowledge , and Capital Market Knowledge . This foundation prepares you for progression into higher-level fund administration roles within asset management. 📊 Role Difficulty: Low | Competition Level: Medium | Fresher Friendly: Yes NexisGrow.com features this opportunity as part of its curated non-tech job listings. All details are sourced from the official job posting. Apply online before the opportunity closes. Transfer Agency Associate 2 jobs State Street recruitment apply online Mumbai, India jobs Job Role & Responsibilities The Transfer Agency Associate 2 at State Street ensures accurate processing of investor transactions and compliance with anti-money laundering regulations , directly supporting fund administration operations through structured data handling and regulatory adherence. Resolves investor queries by analyzing transaction data using MS Excel to generate real-time reports and identify discrepancies in fund holdings. Processes trade confirmations by validating inputs through document management systems to ensure alignment with client records and transaction timelines. Collaborates with compliance teams to verify adherence to anti-money laundering compliance standards in client onboarding and transaction workflows. Maintains accurate records by updating digital ledgers with fund administration data, ensuring integrity under anti-money laundering compliance rules. Prepares due diligence reports using MS Excel to compile client information, including fund structure and ownership details, for client services review. Documents transaction processes by creating standardized workflows that clearly outline steps in capital market knowledge -driven fund operations. Resolves client issues by applying critical thinking to diagnose root causes and implement solutions based on mutual fund knowledge and fund-level data. Communicates transaction updates to stakeholders using document management outputs and MS Excel -based dashboards for transparency and traceability. This role demands direct ownership of transaction accuracy and compliance, where every data entry and report generation step impacts client service delivery and regulatory audit outcomes . Required Skills & Technical Competencies The Transfer Agency Associate 2 role requires a strong technical foundation in financial data handling and compliance, with specific proficiency in MS Excel , document management , and fund administration processes. Technical Skills MS Excel — intermediate — used for data analysis, generating transaction reports, and validating fund-level data in due diligence report preparation . Document Management — intermediate — applied to store, retrieve, and verify trade confirmations and compliance documents within fund administration workflows. Fund Administration — entry — applied daily in processing client transactions and resolving queries related to mutual fund knowledge and fund structures. Anti-Money Laundering Compliance — entry — necessary to validate client data and ensure adherence to regulatory standards during onboarding and transaction processing . Transaction Processing — entry — executed through structured workflows that include data entry, validation, and reconciliation in capital market knowledge -based environments. Due Diligence Report Preparation — entry — involves compiling client information using MS Excel to produce standardized reports for client services teams. Client Services — entry — supported by accurate data delivery and clear documentation in document management systems during client interactions. Problem Solving — entry — evaluated through scenario-based tasks involving critical thinking to resolve transaction inconsistencies using MS Excel data analysis. Critical Thinking — entry — assessed during hiring via problem-solving tasks that require fund administration knowledge and capital market knowledge application. Mutual Fund Knowledge — entry — used to interpret fund structures and client holdings during transaction processing and query resolution. Capital Market Knowledge — entry — applied to understand transaction flows and regulatory environments in fund administration operations. When preparing your resume, emphasize hands-on experience with MS Excel data validation, document management workflows, and fund administration tasks in real transaction environments. Eligibility Criteria This role is designed for fresh graduates with a finance or business degree who are entering the banking and finance sector with a foundation in fund administration and transaction processing . Must hold a degree in finance, business, or a related field to understand fund administration and capital market knowledge principles. Eligible batches are 2022, 2023, 2024, and 2025 , ensuring alignment with current hiring cycles and onboarding timelines. No prior work experience is required, making it ideal for freshers seeking entry into banking and finance operations. A minimum CGPA of 60% is preferred to demonstrate foundational academic competence in financial concepts. Internship experience in finance or related fields is advantageous, especially in transaction processing or client services environments. Applicants must submit a portfolio showing completed assignments related to fund administration or transaction processing tasks. Documentation & Portfolio Requirements Your resume must include a clear section on academic background, relevant coursework, and any internship or project work involving fund administration , MS Excel data analysis, or transaction processing . For this role, prioritize showcasing a portfolio that demonstrates MS Excel data analysis, document management tasks, and real-world fund administration scenarios — not just academic theory. Salary for Transfer Agency Associate 2 at State Street 💰 Compensation Not Disclosed The advertised compensation for the Transfer Agency Associate 2 role at State Street is Not Disclosed . The exact in-hand figure and any additional components are confirmed by the company during the offer or HR discussion stage. Recommended Courses & Preparation Tips for Transfer Agency Associate 2 Upskilling with the right resources significantly enhances your chances of selection for this role by equipping you with essential skills and knowledge. Recommended Courses & Resources MS Excel — Mastering Excel is crucial for data management and analysis in fund administration . Problem Solving — Developing strong problem-solving skills is vital for addressing client issues effectively. Boost your profile with relevant certifications at NexisGrow GetCertified — strengthen your application before you apply. Common Mistakes to Avoid ❌ Failing to tailor your resume to highlight relevant skills for fund administration. — Customize your resume for the role. ❌ Neglecting to showcase any experience with MS Excel or document management tools. — Include specific examples of your proficiency. ❌ Overlooking the importance of communication skills in your application. — Highlight your client interaction experiences. ❌ Submitting a generic cover letter without addressing the specific role. — Personalize your cover letter for the position. ❌ Ignoring the significance of academic performance in finance-related fields. — Mention relevant coursework and grades. ❌ Not preparing for potential questions about anti-money laundering compliance. — Research and practice common compliance questions. Before You Apply — Checklist ✅ Research State Street and understand its core services before applying. ✅ Update your resume to reflect relevant skills and experiences. ✅ Prepare a tailored cover letter that addresses the specific role. ✅ Ensure your application is free of errors and formatted correctly. ✅ Gather any required documents, such as transcripts or certificates. ✅ Follow the application instructions carefully on the State Street portal. ✅ Set reminders for application deadlines to avoid missing out. ✅ Prepare for potential interviews by reviewing common finance-related questions. Resume Tailoring & ATS Keywords for Transfer Agency Associate 2 Optimizing your resume for ATS is crucial for ensuring it gets noticed for this role. ATS Keywords to Include Transfer Agency Fund Administration Anti-Money Laundering Compliance Transaction Processing Client Services Due Diligence MS Excel Document Management Problem Solving Critical Thinking Mutual Fund Knowledge Capital Market Knowledge Resume Tips for This Role Highlight any relevant coursework or projects related to fund administration or finance. Emphasize communication skills, as client interaction is a key aspect of this role. Include any internships or practical experiences that demonstrate your understanding of financial processes. Optimize your resume for ATS by using keywords from the job description. Avoid including unrelated work experience that does not pertain to the banking or finance sector. Build an ATS-optimized resume for this role using NexisGrow Resume Builder — free for all job seekers. Pro tip: Avoid including generic skills or experiences that do not directly relate to the banking or finance sector. How to Apply for Transfer Agency Associate 2 at State Street Apply Now — State Street Visit the State Street application portal and create an account. Upload your resume, ensuring it highlights relevant skills and experiences. Fill out the application form accurately, providing all required information. After submission, expect a confirmation email regarding your application status. Track your application through the portal for updates on the hiring process. Applications reviewed on rolling basis — early submission recommended. Apply Now — State Street NexisGrow.com does not charge any fees for job applications. State Street State Street is a global leader in banking and finance with a significant operational presence in Mumbai, India . This Transfer Agency Associate 2 role is onsite and supports fund administration services within the company’s India operations. The team handles investor query resolution, transaction processing , and due diligence report preparation . They maintain compliance with anti-money laundering standards and ensure accurate record management through fund administration and client services . This role supports State Street ’s core operations in fund administration and client services . It provides early-career exposure to mutual fund knowledge , capital market understanding, and critical compliance practices. Company Details Industry Banking & Finance Location Mumbai, India Connect With Us Careers Apply Now Website 🔗 statestreet.wd1.myworkdayjobs.com Frequently Asked Questions Interview · Role · Salary · Growth ? Who can apply for Transfer Agency Associate 2 at State Street? Eligibility Tap to expand + Answer Candidates with a degree in finance or related fields from the batches 2022 to 2025. ? What technical skills are most important for this role? Skills Tap to expand + Answer MS Excel, Fund Administration, Anti-Money Laundering Compliance, and Critical Thinking. ? What is the expected salary for this position? Salary Tap to expand + Answer Salary is competitive within the Mumbai banking sector for entry-level roles. ? What should I expect after applying for Transfer Agency Associate 2 at State Street? Hiring Process Tap to expand + Answer Application review followed by potential screening and offer discussions. ? How should I prepare for the Transfer Agency Associate 2 interview at State Street? Preparation Tap to expand + Answer Research the company, review fund administration concepts, and practice communication skills. ? Is this role work from home, hybrid, or onsite? Work Mode Tap to expand + Answer This role is onsite in Mumbai. ? What is the career growth after joining State Street as Transfer Agency Associate 2? Growth Tap to expand + Answer Exposure to financial operations and compliance practices can lead to advancement opportunities. ? What should I highlight in my resume for this role? Resume Tap to expand + Answer Relevant coursework, communication skills, and any finance-related internships. ? Is there a last date to apply for this role? Application Tap to expand + Answer Check the application portal for specific deadlines. ? Is there a probation period at State Street? Probation Tap to expand + Answer Probation details are not specified in the job description. ? What is the work culture like at State Street? Culture Tap to expand + Answer The role is onsite, focusing on client interactions and collaboration within a team. ? Can freshers apply for this role at State Street? Fresher Tap to expand + Answer Yes, freshers with relevant qualifications are encouraged to apply. 🔗 Explore More on NexisGrow More jobs in Mumbai Browse all Non-Tech jobs More jobs at State Street Work From Home jobs Ready to Apply? Don't Miss This Opportunity! Apply only via the official link. NexisGrow.com charges zero application fees. 👉 Apply Now — Official Link NexisGrow.com does not charge any application or registration fees. Beware of fraudulent offers. Naukri ki baat, NexisGrow ke saath • NexisGrow.com