Performance and Analytics -Assistant Vice President at State Street in Boston, Massachusetts

Job Description:

Who we are looking for

The Performance and Analytics -Assistant Vice President (Implementations) is part of a team that helps define and owns the Standard Operating Model and supports implementations of large asset Owner/Manager clients. The candidate is expected to collaborate across STT products and services, understand the future state solution, define the operating model and processes, lead the testing and hand over to the delivery team post implementation. The individual is expected to add value by making recommendations for changes to implement new best practices or enhance existing ones. The incumbent is required to work together with all internal teams that include Global Delivery, Global Client Service and Global Product & Solutions as well as cross organizational teams that support implementations and clients themselves. This is a Global role and will require managing project resources across different geographical locations.

Why this role is important to us

State Street Global Delivery provides asset owners and asset managers access to financial information and tools essential for effective investment solutions. From core custody, accounting, fund administration, shareholder recordkeeping, and performance, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate. Our services help our clients make better investment choices and generate wealth for their customers and beneficiaries.

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 an Implementations Lead you will

• Support client implementations or conversions for Asset Owner/Manager segments

• Plan and manage single/multiple workstreams for client implementation

• Drive the gathering of client requirements and identify gaps that need development

• Build a positive, productive relationship with client

• Manage the implementation for a client until successful handoff to BAU

• Identify operational needs and suggests solutions and operational improvements

• Actively review current processes and engage stakeholders to understand current challenges and propose solutions both short term and long term to continuously eliminate risk in process and bring FTE and IT savings.

•What we value

These skills will help you succeed in this role

• Strong problem solving and time management skills

• Ability to work on multiple projects concurrently and prioritize work accordingly

• Excellent presentation, communication and teamwork skills

• Ability to work in a fast-paced, deadline orientated, globally structured team-based environment

• Strong analytical and problem solving skills required to identify complex and critical issues, have ideas for solution and strong execution skills to implement and follow through to complete resolution.

Education & Preferred Qualifications

• Bachelor's degree - BS/BA in accounting, finance or economics related area

• 5-7 Year experience

• Performance experience CFA/CIPM is a plus

• Experience with 3rd party performance applications such as FactSet, Statpro is a plus

• Prior experience in implementation of performance

Additional requirements

Travel to meet with clients may be required

Who we are looking for

Responsible for Corporate Action Instruction processing. Will need to manage high risk processes that span international markets. Focus will mainly be around voluntary corporate action activity and could include complexities such as securities finance, middle office, and international custody. Ideal candidate has experience within the corporate action field and is able to utilize internal SSB and external relationships to troubleshoot instruction related issues.

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 an Senior Associate

• Risk management within corporate actions operations.


• Training of staff around corporate actions complexities as SME.


• Streamlining of processes.


• Meeting of Corporate Obligations.


• Project work, inclusive of Robotics/Automation.


• Daily escalation resolution.

These skills will help you succeed in this role

• Strong critical thinking, problem solving, and decision-making skills


• Ability to manage team members across multiple sites


• Prioritize potential issues and escalate


• Subject matter expert within the corporate action space

• B.S. degree in accounting or Finance preferred


• Minimum 3 years of Middle Office and/or Front Office support experience.


• Corporate Action mechanics understanding preferred


• Knowledge of securities language preferred


• Experience around custody/accounting systems preferred


• Strong written and verbal communication ability

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range:
$70,000 - $115,000 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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