Business Analyst, AVP

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

Benefits offered by this job

401(k) with company match

Comprehensive benefits

Paid time off

Job summary

State Street's Charles River Development team is seeking a product-focused professional to help grow our portfolio management solutions. You will gather requirements, translate client asks into roadmap features, and collaborate with clients and cross-functional teams in an agile environment.

You will work with product and engineering to deliver high-quality software, validate features with QA, and support implementation and client beta testing.

Qualifications

• Bachelor’s degree in software engineering, finance or similar discipline.
• Minimum of 5 years of experience within investment management.
• Experience with portfolio risk, analytics, or risk optimization.
• Good understanding of financial investment products across asset classes.
• Understanding of investment management workflows and CRIMS desirable.
• Excellent communication skills (verbal and written).
• Strong analytical and problem-solving skills.
• Flexibility with schedule and ability to work beyond regular business hours.
• Demonstrated planning and scheduling skills.
• Ability to work on multiple initiatives simultaneously and deal with surprises in a dynamic environment.

Responsibilities

• Work in an agile environment to deliver a high-quality product.
• Gather requirements, research, document and prioritize product needs.
• Interact with clients: presenting new features and gathering feedback.
• Partner with development to implement and refine features.
• Assist QA with feature validation.
• Coordinate with documentation to ensure accurate product guidance.
• Provide client beta testing support.
• Assist implementation and support to resolve escalated client issues.
• Collaborate with product manager to understand market needs.
• Prioritize and maintain the product backlog and roadmap items.

Skills

Fintech experience

Front office / portfolio management

Client communications

Agile methodologies

Portfolio risk analytics

Investment management knowledge

Education

Bachelor’s degree in software engineering, finance or similar discipline

Tools

CRIMS

Job description

What We Are Looking For

As a leader in investment management technology solutions, Charles River continues to expand its offerings, specifically in the portfolio management / construction space. Reporting to Product Manager, Front Office for Product Management, you will help the workbench product specifically focused on handling client enquiries, solution client asks for ongoing implementation projects, discuss and understand new requirements and track product roadmap features. A successful candidate must have experience in fintech, front office/portfolio management related applications and experience dealing with client communications.

Why this job is important to us

The team you will be joining is a part of Charles River Development (CRD), that became a part of State Street in 2018. CRD creates enterprise investment management solutions for large institutions in the areas of institutional investment, wealth management, asset owner and alternative managers. We have created the first open front-to-back platform—State Street Alpha—which was launched in 2019. Join us if delivering next‑generation software solutions using emerging technologies sounds like a challenge you are up for.

What You Are Responsible For

• Working in a dynamic, fast‑paced (agile) environment, apply expertise in specific product areas to deliver a high‑quality product
• Gather requirements for the products – Research, document and prioritize product requirements
• Interact with clients: presenting new features, gathering feedback
• Partner with development to implement and refine features
• Assist QA with feature validation
• Partner with the documentation team to ensure accurate and complete product documentation
• Provide client beta testing support
• Assist implementation and support to resolve escalated client issues
• Work with the product manager in understanding the market needs
• Prioritize and maintain the product backlog and items committed to forward roadmap by PM

What We Value

• Ability to develop and deliver complex commercial software to demanding clients
• Strong ability to drive results and execute amid ambiguity; the ability to innovate and problem‑solve is critical
• Proven ability to successfully lead teams and functions with a track record of setting realistic yet challenging goals. Instills a strong sense of purpose while also developing a highly engaged team
• Communicates, collaborates, and influences effectively with internal and external clients. Can articulate the product vision, roadmap, and capabilities in a clear, concise, and compelling way
• Engages and energizes the product management/engineering organization to drive towards successfully meeting client and market needs

Education And Preferred Qualifications

• Bachelor’s degree in software engineering, finance or similar discipline
• Minimum of 5 years of experience within investment management line of business
• Prior industry experience with portfolio risk, analytics, or risk optimization either with a risk vendor or an asset management firm
• Good understanding of financial investment products across asset classes
• Understanding of investment management workflows and CRIMS highly desirable
• Excellent communication skills (verbal and written), good interpersonal skills, ability to gather and understand requirements in the financial sector
• Proven organizational skills with attention to detail
• Strong analytical and problem‑solving skills
• Flexibility with schedule and ability to work beyond regular business hours
• Demonstrated planning and scheduling skills
• Ability to work on multiple initiatives simultaneously and deal with the inevitable surprises that are part of a dynamic environment

Salary Range

$80,000 - $140,000 Annual

Benefits

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.

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.

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.