State Street Corporation

Investment Business Analyst, Officer, State Street Investment Management

State Street Corporation • $65K — $113K *
Stamford, CT 06902In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree in finance, operations, or technology-related field
  • Minimum 2 years of experience in investment management or operations
  • Expertise in financial data, Excel, Data Visualization, and AI tools
  • Strong critical thinking, quantitative, and analytical skills
  • Results-driven mindset

Responsibilities

  • Leverage operational and investment expertise to manage client accounts and cash flows
  • Handle daily client cash flows, hedging, and program trading
  • Serve as a liaison between portfolio managers, analysts, and IT teams
  • Lead analysis for investment data transformation projects
  • Drive operational efficiencies and process improvements
  • Focus on project work alongside client investment management
  • Enhance investment process tool functionality through data visualization

Benefits

  • 401K retirement savings plan with company match
  • Comprehensive insurance coverage including medical, dental, and vision
  • Paid time off including vacation and sick leave
  • Access to Employee Assistance Program
  • Eligibility for performance-based incentive compensation
Full Job Description
Role Summary/Purpose:

The Implementation Portfolio Management team manages approximately 35 client portfolios that substantially replicate portfolios run by SSIM Stamford's Active Fundamental Equity portfolio managers and analysts. In addition to client portfolio management, they also provide PM and portfolio support across a broad spectrum of processes and technologies to enhance the equity investment process.

Essential Responsibilities:
  • Leverage operational and investment knowledge to add capacity for Equity PMs & analysts to focus on core strategies by managing client accounts, client restrictions & cash flows
  • Daily client cash flows, futures/ETF hedging & program trading
  • Interface between portfolio managers, analysts, and IT/Systems teams to maintain and enhance investment process tools
  • Lead analysis and business requirements for investment data transformation projects impacting fundamental equity team and investment processes
  • Lead analysis, business requirements and testing of data visualization dashboards and other investment process tool enhancements
  • Act as a subject matter expert in support of key business initiatives and cross functional projects
  • Drive operational efficiencies across fundamental equity team & supporting functions by identifying process improvement opportunities
  • This role will also have a project focus in addition to client investment management, as our team works through data and technology platform transformations impacting many of our investment tools and processes across asset classes

Qualifications/Requirements:

Basic Requirements:
  • Bachelor's Degree preferably in a finance, operations and/or technology-related discipline
  • Minimum of 2 years of experience in an investment management, operations, or equivalent organization
  • Financial data knowledge/expertise with particular emphasis on Excel / Data Visualization / AI tools
  • Strong critical thinking, quantitative and analytical skills with ability to creatively problem solve
  • Results driven

Essential Requirements:
  • Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas now or in the future for this job opening.
  • MUST be willing to comply with pre-employment screening including but not limited to drug testing reference verification and background check.
  • Must be willing to submit to a background investigation as part of the selection process.
  • Must be willing to work out of an office located in Stamford CT or Boston MA

Desired Characteristics:
  • Strong understanding of equity products and markets
  • Working knowledge of portfolio performance analytics and accounting
  • Working knowledge of AI tools and experience integrating AI into existing business processes
  • Prior finance- or operations-related functional experience
  • Ability to understand complex concepts and relationships
  • Highly organized with strong attention to detail
  • Experience using Bloomberg, AI Tools, TIBCO Spotfire, Tableau or other reporting tools
  • Strong Excel/data analytics experience
  • Strong client/service orientation
  • Strong communication skills: verbal written and presentation; ability to effectively communicate strategically with internal stakeholders
  • Demonstrated ability to influence outcomes and present to all levels of the organization
  • Strong team player - excellent interpersonal skills, able to develop strong working relationships with team members
  • Ability to demonstrate initiative and work independently; aptitude to self-direct and set priorities in a dynamic environment
  • High energy level, entrepreneurial mindset, positive flexible attitude
  • Demonstrated personal and professional integrity


Salary Range:
$65 000 - $113 750 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.

About State Street Corporation

State Street Corporation Careers

Join the dynamic team at State Street Corporation, a leading financial services provider known for its commitment to innovation, leadership, and professional growth. As a global powerhouse in investment management and servicing, we offer unparalleled job opportunities that propel your career to new heights.

Work You’ll Do

At State Street Corporation, you’ll be part of a culture that values diversity, leadership, and continuous professional development. Engage in work that transforms the financial landscape and helps our clients achieve their investment goals. Our team at State Street is at the forefront of combining industry expertise with cutting-edge technology to deliver exceptional service and results.

Explore Our Job Opportunities

Whether you’re looking for an entry-level position or a senior role, State Street Corporation offers a range of career paths in areas such as asset management, data analytics, finance, and technology. Our hiring process is designed to identify and nurture talent, focusing on your skills and potential. Prepare your resume, ace the interview, and join a team that’s committed to your career growth.

Internship Programs

Kickstart your career with a State Street internship. Our programs provide hands-on experience, networking opportunities, and professional mentoring in a real-world setting. Interns at State Street gain valuable insights and skills that make them competitive candidates for full-time positions within our company.

Benefits and Growth

State Street Corporation is dedicated to the growth and well-being of our employees. We offer a comprehensive benefits package that supports both your professional and personal life. From advanced career training and leadership development programs to health and wellness benefits, we ensure that our team members have the resources they need to succeed.

Inclusive Culture and Diversity

We pride ourselves on fostering an inclusive environment where every employee can thrive. Diversity is not just embraced; it’s celebrated. At State Street, you’ll work alongside a diverse group of professionals who bring a wide range of perspectives and ideas to the table. Our diversity training programs are designed to enhance collaboration and innovation across our global team.

Stay Connected

Join Our Team Discover the career you’ve always wanted by exploring the job opportunities at State Street Corporation. We look for driven, curious, and innovative team players who are ready to make an impact. Search State Street jobs now and find the position that best matches your skills and interests. Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. Our careers blog provides you with the latest trends, tools, and advice to keep you ahead in your professional journey.

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at State Street Corporation, where your career development is our priority. Join State Street Corporation and be part of a team that values innovation, leadership, and a commitment to excellence. Your future in the financial services industry starts here.
Learn more about State Street Corporation
Size
39,335 employees
Market Cap
$28.4 billion
Industry
Finance & Insurance
Net Income
$2.4 billion
Founded
1792
5 Year Trend
-4.9%
NASDAQ
STT
* Ladders Estimates

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