Stavros Maniatis

Tailored Shareholder Report Operations, Senior Associate

Role
Tailored Shareholder Report Operations, Senior Associate at State Street
Location
Boston, MA, US
LinkedIn followers
500 followers

Experience

  1. Tailored Shareholder Report Operations, Senior Associate

    State Street

    Jan 2025 — Present · Boston, MA, US

    Serve as the primary point of contact for clients, ensuring timely and accurate delivery of tailored shareholder reports in compliance with SEC Rule 30e/3 and 498B- Manage end-to-end operations for TSR production, including data intake, transformation, validation, and reporting across multiple fund families- Oversee and coordinate data holdings processes, ensuring accuracy and alignment with financial reporting and client expectations- Collaborate cross-functionally with internal to streamline reporting workflows and mitigate risk- Identify process improvements and automation opportunities to enhance operational efficiency and reduce error rates- Monitor project timelines and performance metrics to ensure SLA adherence and continuous improvement in client deliverables- Provide subject matter expertise on SEC regulatory reporting requirements and data governance best practices within investment operations

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Stavros Maniatis — Tailored Shareholder Report Operations, Senior Associate at State Street in Boston, MA, US | Unifers