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State Street

Holds assets for institutions and runs index funds

Data Operations Client Solutions Lead

Business AnalysisConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • Strong technical skills with a background in Accounting, specifically Multi-Basis Accounting Data or PAM SaaS and Multi-Basis Accounting Data.
  • Skills and/or experience working with multi-asset class, multi-book (ABOR/IBOR), and multi-basis (GAAP/IFRS/STAT/TAX) accounting data for institutional asset owners, asset managers, official institutions, or insurers.
  • Strategic thinking, business analysis, and planning skills, including the ability to identify and interpret wide-ranging issues and understand the broader context.
  • Ability to create data and business process flows and define business problems, solutions, and designs using various tools.
  • Proven experience with business requirements analysis to meet critical business needs and the ability to drive tasks through to completion.
  • Experience designing and optimizing user experience across different interfaces to maximize engagement and adoption.
  • Time management and organizational skills, including the ability to manage multiple competing priorities.
  • Product Owner experience using Agile methodologies.
  • Related financial services experience and understanding of State Street businesses.
  • Understanding of Insurance services, Data Operations, processes, and procedures, with the ability to learn quickly.
  • Interpersonal, communication, facilitation, presentation, and negotiation skills.
  • Proficiency with Microsoft Office products, Microsoft Access, Visio, Jira, Confluence, and PowerPoint.
  • Business writing skills, development of business process flow diagrams, comparison of current and future processes, and effective communication.
  • Bachelor’s degree in Finance, Management Information Systems, Information Technology, or a related field of study.
  • Data analysis technical skills, including MYSS, SQL, data visualization tools, and Power BI.
  • 12+ years of experience in Accounting, including Multi-Basis Accounting Data, data analysis, Operations, or Product management.
  • Experience managing individual contributors.

Responsibilities

  • Establish partnerships with stakeholders in Operations, Technology, Product, and end-to-end architecture teams to influence and coordinate cross-functional business data solutions and products in support of client and business goals.
  • Oversee reporting on data delivery methods in a client-facing role.
  • Act as a liaison between business and technology teams to support product demand opportunities as part of data strategy.
  • Apply knowledge of front-to-back investment management and investment services, focusing on user data requirements.
  • Work with business and technology partners to establish connections between business goals, strategies, and the data and technology investments needed to achieve them.
  • Communicate recommendations to management and senior business leaders through written and oral communication.
  • Assist with pricing strategies and product policies.
  • Lead data delivery initiatives, provide data and business solutions, and collaborate with technology and product partners.
  • Manage a team of contributors, build relationships, and collaborate with business and technology stakeholders to support execution of long-term strategic plans for data solutions.

About the Company

State Street

Holds assets for institutions and runs index funds

State Street holds and services investments for pension funds, insurers, fund companies, and other large institutions, and it also runs index funds through State Street Investment Management. It launched the first US-listed exchange-traded fund, the SPDR S&P 500 ETF Trust, in 1993, and in 1924 it became custodian of the first US mutual fund. As a custody bank, it safekeeps clients' stocks and bonds, completes their trades, calculates what their funds are worth, and lends their securities to other investors. It earns fees on the assets it services and manages, plus income from currency trading and from interest on client cash. State Street traces its roots to a bank chartered in 1792 and is based in Boston, Massachusetts.

Company size
10,001+
Company stage
IPO
Headquarters
Boston, MA
Founded
1792

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