Business Analyst, AVP

STATE STREET CORPORATION; United States; On-site; USD 80,000 - 140,000; Full time

Job summary

State Street Corporation, via its Charles River Development unit, seeks a product management professional focused on portfolio management/constructing workbench features. The role involves handling client enquiries, gathering requirements, and tracking roadmap items in a fast-paced fintech environment.

You will interact with clients, coordinate with development, assist QA, and ensure high-quality documentation and beta testing support.

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.
• 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.

Responsibilities

• 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.

Skills

Fintech experience

Front office / portfolio management

Client communications

Agile methodologies

Stakeholder management

Education

Bachelor’s degree in software engineering, finance or similar

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/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, that 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

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investments research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity, and Social Responsibility. We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at www.StateStreet.com/careers

Salary Range

Salary Range: $80,000 - $140,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. 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.

Inclusion, Diversity, and Social Responsibility

Inclusion, Diversity, and Social Responsibility. We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at www.StateStreet.com/careers

Equal Opportunity Employer

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. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement

Job Application Disclosure

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. 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. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement