Alpha Account Services Client Implementation Lead, Vice President at State Street in Quincy, Massachusetts

Job Description:

State Street Alpha Platform Client Reporting & Visualization team is seeking a versatile individual with strong client relationship and business analysis skills for development and support of services and product offerings. The successful candidate must possess skill in complex business 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 Global Services (SSGS). SSGS 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, SSGS' 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 Client Implementation Lead, Vice President you will

• Provide detailed business analysis and advice to clients (internal and external) on current and 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


• 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


• Perform ongoing 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


• Lead individual 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 lead client facing role in requirement gathering, development, definition and controlling of technical standards and methodologies


• Apply functional business knowledge to system roadmap and be part of agreeing future enhancements / development activities


• Play leading role in contributing input on product offerings and responsible for problem solving and issue resolution as they arise


• Independently compile, analyze and interpret information related to complex business processing


• 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


• Document project requirements using clear, concise language, consistent with the appropriate methodologies


• Collaborate with other team members to share best practices, raise issues, develop consistent global processes


• 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 business requirements

These skills will help you succeed in this role

• Demonstrated excellence in business writing, development of business process flow diagrams, making comparisons regarding current and future processes, and effective communication


• 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

• Bachelor's degree in Business, Accounting, Finance, MIS, Information Technology, or related field of study


• 15+ years' experience data analysis or client reporting

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.