What you will be responsible forAs an Alpha Client Data Integration analyst, your responsibilities will include:
- Assisting with onboarding clients' middle office services onto State Street platforms and providing support to the client and relevant workstreams during the implementation phase.
- Learning about the firm's operating model, strategic plans, business, middle office operations processes, and architecture to help contribute to solution development.
- Helping to gather and communicate business requirements for product enhancements that align with the overall Alpha vision, and supporting the broader team's efforts in Transaction Management.
- Reviewing and preparing large data sets for configuration and migration to the middle office trade processing platform, and helping create basic visualizations or dashboards to support analysis and presentations.
- Collaborating with project stakeholders in Program Delivery, Operations, Technology, and Business units involved in Transaction Management onboarding and servicing, while learning to manage different priorities among these groups.
- Becoming familiar with Transaction Management standard data modeling, transaction processing, and product knowledge to assist with the onboarding process.
- Supporting Transaction Management implementation leads by helping to document and understand trade flows for various financial instruments as part of each Alpha client onboarding project.
- Helping to identify and track gaps in transaction processing and data requirements throughout delivery, testing, and their final integration into the operating model.
- Supporting project tasks such as maintaining onboarding project plans, tracking project timelines and issues, assisting with conversion approaches, and helping with post-go-live efforts.
- Identifying opportunities to automate processes and supporting efforts to reduce operational risk by increasing automation.
- Assisting with documenting processes from both a setup perspective and a general financial services market perspective.
- Working with other Middle Office workstreams to help align the Transaction Management operating model, understand dependencies, and contribute to collaborative solutions.
What we value These skills will help you succeed in this role
- Interest in gaining knowledge related to middle office operations and the financial services sector.
- Familiarity with financial instruments and asset classes, including Equities, Fixed Income, Derivatives, TBAs, and Repos.
- Capable of understanding and analyzing large, complex data sets, with experience creating visual dashboards using tools such as Microsoft PowerBI. Proficient in Power Query for tasks involving data transformation, cleansing, preparation, and integration from various sources and formats.
- Experience analyzing large data sets with Microsoft Co-Pilot is preferred.
- Able to interpret client requirements and convert those into State Street-specific data configuration tasks.
- Demonstrates communication, problem-solving, analytical skills, attention to detail, and organization. Capable of troubleshooting independently and assembling supporting evidence. Possesses organizational and prioritization abilities.
Education & Preferred Qualifications- 3 - 5 years of industry experience with Middle Office trade processing or implementation, analytics and applications
- BS degree in Business, Finance or similar related topics - Data analysis specialization highly desirable.
- Competency in PowerBI, Power Query, MS Co-Pilot or other similar data analysis tools. MS Office including MS Excel, MS Word and MS Access
- Some knowledge of Electronic trading platforms including Chares River, Bloomberg, Thinkfolio and other Order Management systems.
Additional requirementsPotential to travel to alternate sites for specific projects may be required, but fairly limited.
Salary Range: $60,000 - $101,250 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.
Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
