Full-Time

Finance Data Strategy and Solutions Lead

Updated on 3/14/2025

State Street

State Street

10,001+ employees

Asset management and custody banking services

Compensation Overview

$80k - $132.5kAnnually

Senior

Company Historically Provides H1B Sponsorship

Boston, MA, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
PowerPoint/Keynote/Slides
Requirements
  • Assess complex business problems and formulate data solutions
  • Serve as a liaison between business users and various development teams
  • Document project requirements using clear, concise language, consistent with the appropriate methodologies
  • Run meetings/workshops to explain and walk through business needs – assist in translating into business requirements
  • Define and deliver test strategy, plans, and acceptance criteria
  • Lead data projects from start to finish with ownership of the work plan, resourcing, issue/risk management
  • Ability to translate data solutions to executable steps and requirements
  • Utilize BI tools to assess complex data problems and prepare prototype solutions
  • Identify and understand relationships among problems, issues, and data
  • Prepare top notch PowerPoints that translate complex data projects and problems into execute storyline
  • Responsible for problem solving and issue resolution
  • Must be able to work under minimal direction
  • Lead and train talent
  • Lead operational activities that drive adherence to our operating culture – resource growth and development, inclusivity and diversity in our workforce and acceptance of differences across our workforce, standardized processes that help drive operational effectiveness and enabling a workplace that is viewed as best-in-class across State Street.
Responsibilities
  • Lead data projects from start to finish with ownership of the work plan, resourcing, issue/risk management
  • Define and deliver test strategy, plans, and acceptance criteria
  • Run meetings/workshops to explain and walk through business needs – assist in translating into business requirements
  • Prepare top notch PowerPoints that translate complex data projects and problems into execute storyline
  • Responsible for problem solving and issue resolution
  • Lead and train talent
  • Lead operational activities that drive adherence to our operating culture – resource growth and development, inclusivity and diversity in our workforce and acceptance of differences across our workforce, standardized processes that help drive operational effectiveness and enabling a workplace that is viewed as best-in-class across State Street.
Desired Qualifications
  • 5+ years of experience in working with finance or in the financial service industry
  • Expertise in business analysis, data analysis, data operations or other related fields
  • Bachelor’s Degree in technology, finance, business or equivalent, MBA preferred
  • Knowledge of balance sheet financial products
  • Knowledge of SDLC and Project Management methodologies
  • Knowledge of data warehousing, data mart, database design, ETL, and BI tools
  • Attention to detail and problem solving a must
  • Excellent system and functional testing capabilities
  • Excellent (clear and concise) verbal and written communication and presentation skills
  • Proven ability to work cooperatively and effectively with business and systems personnel
  • Experience with Microsoft Office tools Word, Excel, Project, and Visio is required
  • Strong collaboration and partnership behavior with a bias toward action
  • Proficiency with SQL and Business Intelligence tools (Spotfire, Power BI and Tableau) is a must
  • Experience with Data Virtualization tools (TIBCO Virtualization / CISCO Information Server) is preferred

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 leadership and diversity, promoting a culture that supports employee growth and inclusion.

Company Size

10,001+

Company Stage

IPO

Headquarters

Boston, Massachusetts

Founded

1792

Simplify Jobs

Simplify's Take

What believers are saying

  • State Street benefits from the growing demand for ESG-integrated investment strategies.
  • The rise of digital assets presents new opportunities for State Street's custody services.
  • Increasing regulatory focus on transparency boosts demand for State Street's compliance solutions.

What critics are saying

  • Increased competition from firms like BlackRock and Vanguard may impact State Street's growth.
  • Technological advancements in fintech pose a threat to traditional banking models.
  • State Street's acquisition of Mizuho's businesses could lead to integration challenges.

What makes State Street unique

  • State Street excels in asset management and custody banking for institutional investors.
  • The company is committed to innovation and inclusive leadership in financial services.
  • State Street leverages a global network to offer tailored financial solutions.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Flexible Work Hours

Remote Work Options

Professional Development Budget

Tuition Reimbursement

Paid Holidays

Employee Referral Bonus

Company News

MarketBeat
Mar 15th, 2025
Raymond James Financial Inc. Invests $44.07 Million in State Street Co. (NYSE:STT)

Raymond James Financial Inc. invests $44.07 million in State Street Co. (NYSE:STT).

Defense World
Mar 13th, 2025
Proficio Capital Partners LLC Makes New Investment in State Street Co. (NYSE:STT)

Proficio Capital Partners LLC makes new investment in State Street Co. (NYSE:STT).

Defense World
Mar 6th, 2025
Centessa Pharmaceuticals plc (NASDAQ:CNTA) Sees Significant Growth in Short Interest

State Street Corp acquired a new stake in Centessa Pharmaceuticals in the third quarter valued at $777,000.

MarketBeat
Mar 2nd, 2025
Consilium Wealth Advisory LLC Invests $1.09 Million in State Street Co. (NYSE:STT)

Consilium Wealth Advisory LLC invests $1.09 million in State Street Co. (NYSE:STT).

MarketBeat
Mar 1st, 2025
Scotiabank Has Lowered Expectations for Healthpeak Properties (NYSE:DOC) Stock Price

State Street Corp acquired a new stake in Healthpeak Properties in the third quarter worth about $1,093,576,000.