Full-Time

AIS/Private Markets GTS Planning and Strategy Lead

Vice President

Posted on 11/15/2024

State Street

State Street

10,001+ employees

Asset management and custody banking services

Consulting
Financial Services

Compensation Overview

$145k - $227.5kAnnually

Expert

Company Historically Provides H1B Sponsorship

Princeton, NJ, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Tableau
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree or equivalent related field experience
  • 15+ years of experience in IT Finance/PMO/Business Analysis
  • Demonstrated experience collaborating with diverse and geographically distributed teams.
  • Understanding of generally acceptable accounting principles
  • Financial Services experience preferred
  • Experience working in an enterprise PMO and an understanding of the SDLC
  • Experience with Microsoft Tools and Technologies including Excel, Access, PowerBI, Sharepoint and Archer platform, Clarity PPM, Tableau, etc
Responsibilities
  • Work closely with GTS Development and Quality Assurance teams to establish efficient, repeatable and scalable frameworks for the delivery of IT & business outcomes.
  • Lead the overall AIS/Private Markets Planning and Demand Management
  • Manage the budgeting, forecasting, and ad-hoc reporting requests for the entire AIS/Private Markets Technology Portfolio
  • Build financial models and scenario analysis to support long-range strategic planning, forecasting and budgeting cycles
  • Handle all with AIS/Private Markets Procurement related matters
  • Work with the GTS Finance and Enterprise Demand Management teams to enable alignment on the financial and hiring planning, targets and tracking and alignment with division and company’s stated mission.
  • Support efforts around continuous improvement in budget and planning processes, including effective utilization of current tools as well as identification of additional tools to enhance processes
  • Manage the self-identification of control issues, analyze their root causes, manage the handling of drafting appropriate and timely remediation plans, and continuously monitor remediation progress to closure
  • Be the focal person for the execution of key business risk programs, including regular risk reviews, risk reporting, oversight and governance activities (including issue and incident management), and monitoring control performance for the business unit
  • Assist with the preparation and coordination of outside reviews, including audit events and/or regulatory examinations

State Street Corporation operates in the financial services industry, focusing on asset management and custody banking. It provides a variety of services to institutional investors, such as mutual funds and pension funds, through its division, State Street Global Advisors, which manages investment portfolios and offers advisory services. The company serves a wide range of clients, including corporations, governments, and non-profit organizations, and utilizes its global network and expertise to deliver customized financial solutions. State Street generates revenue from management fees for overseeing client assets, transaction fees from trading, and service fees for custody and administration. Additionally, it is recognized for its commitment to innovation and leadership, particularly in promoting gender diversity and inclusion within the workplace. The goal of State Street is to provide high-quality financial services while fostering an inclusive environment for its employees.

Company Stage

IPO

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

N/A

Growth & Insights
Headcount

6 month growth

-10%

1 year growth

-10%

2 year growth

-10%
Simplify Jobs

Simplify's Take

What believers are saying

  • State Street's strategic acquisitions, such as stakes in BWP Trust and Australian Clinical Labs, indicate robust growth and expansion opportunities.
  • The company's exploration of blockchain-based payment solutions, including stablecoin and token launches, positions it at the forefront of financial technology innovation.
  • State Street's strong leadership team, with recent high-profile appointments, underscores its commitment to maintaining a competitive edge in the industry.

What critics are saying

  • The competitive nature of the financial services industry requires State Street to continuously innovate to maintain its market position.
  • Regulatory challenges and compliance issues, especially with new ventures like stablecoin and token launches, could pose significant risks.

What makes State Street unique

  • State Street's focus on institutional investors, including mutual funds and pension funds, sets it apart from competitors who may target a broader audience.
  • The company's commitment to innovation, such as exploring stablecoin and token launches, demonstrates its forward-thinking approach in the financial services industry.
  • State Street's emphasis on diversity and inclusion, highlighted by initiatives like WomenInFinance, distinguishes it as a leader in fostering a supportive and inclusive workplace.

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