Account Services Data Analyst (AVP) - Large Clients

BOSTON, United States

State Street

State Street provides investment servicing, investment management, investment research and trading services to institutional investors worldwide.

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Who we are looking for

State Street Alpha Implementations team is seeking a versatile individual with strong data and business analysis skills for support the Account Services workstream in implementing Clients onto the Alpha Platform. The successful candidate must possess skills in complex data analysis with expertise in functional requirements gathering and documentation; excellent verbal, written, and presentation skills; a proven ability to gather and interpret client requirements and liaise between business/implementation and technology teams specializing in Front Office, Middle Office & IBOR. Strong collaboration skills are a must.

Why this role is important to us

The team you will be joining is a part of State Street Alpha. Alpha gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, Alpha tools help our clients make better investment choices and act on growth opportunities.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As a Alpha Account Services Data Analyst, you will

  • Provide detailed data analysis on historic data and new model requirements to drive their future state Alpha F2B operating models
  • Liaise with stakeholders in order to establish and document implementation requirements specific to in scope services, develop “use cases” to document requirements
  • Supporting the load of accounts for Conversion events and seeding testing environments
  • Maintain an excellent working knowledge of the STT F2B product offering to perform subject matter expert activities, consultancy, implementation configuration and demonstrations specializing in Account Configuration and Maintenance Tool.
  • Perform ongoing data and business requirements analysis to align project expectations
  • Analyze and document any derivation, workflow and enrichment required for the solution
  • Support testing activities and immediate post-production transition with the support of test plan development and test scripts
  • Support client implementation efforts specializing in Front and Middle Office Account Configuration and Maintenance
  • Identify and drive forward on-going enhancements to scope of services as needed
  • Play a client facing role in requirement gathering, data mapping , definition and controlling of technical standards and methodologies
  • Apply functional business knowledge to system roadmap and be part of agreeing future enhancements / development activities
  • Contribute input on product offerings and responsible for problem solving and issue resolution as they arise
  • Independently compile, analyze and interpret information related to complex account static data that drives configuration of systems and business processes
  • Ensure clear, complete and accurate documentation of user requirements and functional features
  • Serve as a liaison between Alpha’s clients, business users and various IT development and testing teams
  • Create common and shared standards across peer group by implementing best practices.
  • Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role.
  • Run meetings/workshops to explain and walk through data requirements

What we value

These skills will help you succeed in this role

  • Demonstrated excellence in data analysis, data governance, and documentation of data lineage.  Ability to effectively communicate data analysis findings.
  • Ability to analyze entity-relationship diagrams and logical data models to validate design against requirements
  • Ability to write SQL code for strong data analysis through queries, data profiling, and data validation exercises
  • Familiarity with financial reporting, business intelligence, and data warehousing principles
  • Understands BI/reporting tool architecture, functions, and features
  • Excellent oral and written communication skills for diverse audiences with excellent facilitation

Education & Preferred Qualifications

  • Bachelor's degree in Business, Accounting, Finance, MIS, Information Technology, or related field of study
  • 8+ years’ experience data analysis or client reporting

Salary Range:

$90,000 - $142,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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Category: Analyst Jobs

Tags: Architecture Business Intelligence Data analysis Data governance Data Warehousing Finance SQL Testing

Perks/benefits: Equity / stock options Team events

Region: North America
Country: United States

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