Alpha Data Services - Reporting & Visualization Delivery Manager (Boston) - AVP

State Street; Boston (MA); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

401K with company match

Medical/Dental/Vision insurance

Paid time off

Job summary

State Street is seeking an experienced business analyst to build and implement control frameworks across the Alpha platform. You will coordinate with Client Implementation teams and internal product groups to ensure controls align with client timelines.

The role emphasizes data quality, SQL, and Excel proficiency, with exposure to Jira/Confluence within an Agile environment. You will contribute to dashboards and product control offerings across front, middle, and back office domains.

Qualifications

• Strong analytical thinking with problem-solving abilities.
• 5+ years in data analysis or financial services data roles.
• Experience with SQL, data quality checks, and ETL workflows.
• Proficient in Excel for data analysis and reporting.
• Familiarity with Agile practices and Jira/Confluence.

Responsibilities

• Coordinate with Alpha Data Service teams to capture client requirements and timelines in Jira.
• Develop understanding of IDC data quality checks and workflows.
• Understand how ADS Alpha Service Desk surfaces IDC checks for clients.
• Track and report progress against client deliverables; escalate as needed.
• Engage with practice areas to grow the product control and dashboard offering.

Skills

Analytical thinking

SQL proficiency

Excel data analysis

Agile environments

Jira/Confluence

Data quality knowledge

Office domain knowledge

Data analysis

Data modelling

Education

Bachelor’s degree in finance

Tools

Jira

Confluence

Power BI

Tableau

Job description

Who we are looking for.

We are looking for an experienced business analyst with deep knowledge of building and implementing control frameworks. The role will require you to co-ordinate with Client Implementation teams to establish clients’ scope, and work with our internal product teams to ensure the control framework is operational in line with client Implementation timelines.

Why this role is important to us?

The team you will be joining is a part of a global, cross-divisional group supporting State Street Alpha. State Street Alpha redefines the common definition of ‘alpha’ to mean powering better performance and outcomes at every point on the investment life cycle. State Street Alpha is the market leading, first open platform from a single provider that connects the front, middle and back office. It harmonizes data, technology and services across trusted providers to help our clients better manage their businesses. Join us if making your mark in an ever-changing, increasingly complex, and competitive industry is a challenge you are up for.

Responsibilities

• Co-ordinate across various internal Alpha Data Service teams to ensure client requirements and timelines are fully recorded in Jira.

• Develop a deep understanding of how IDC data quality checks and workflows are constructed.

• Develop a deep understanding of how the ADS Alpha Service Desk surfaces client the IDC checks.

• Take ownership of tracking and reporting of progress against client deliverables, escalating issues where required.

• Engage with practice areas to develop and grow the product control and dashboard offering.

Skills & Attributes

• Analytical thinking with strong problem‑solving abilities.

• Proficiency in SQL with 5+ years of hands‑on experience (complex queries, performance tuning, data modelling).

• Working knowledge of ETL processes and data flows, including validation, transformation, and loading.

• High proficiency in Excel for data analysis (formulas, pivot tables, lookups, automation, etc.).

• Experience working in Agile environments (e.g., Jira, Confluence).

• Solid understanding of financial markets and asset classes.

• Experience with large datasets and strong capability in data analysis and reconciliation.

• Demonstrated ability to analyse business requirements and produce clear, structured requirement documentation.

• Front, Middle and Back Office domain knowledge.

• Familiarity with data quality checks, testing workflows, and/or ADP interfaces.

Education & Preferred Qualifications

• Bachelor’s degree in finance, economics, computer science, data science, or a related field.

• Experience in data analysis or data management within asset management or financial services.

• Strong understanding of financial instruments (equities, fixed income, derivatives).

• Proficiency in SQL for querying and manipulating large datasets.

• Familiarity with data visualization tools (e.g., Power BI, Tableau) is a plus.

Salary Range:

$80,000 - $140,000 Annual

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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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.