Client implementation Analyst, Alpha Performance, Assistant Vice President

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

Benefits offered by this job

401K with company match

Paid time off

Health benefits

Job summary

State Street is seeking an experienced Client Implementation Analyst for the Alpha Performance service. The role involves onboarding clients, configuring workflows, testing, and collaborating with cross-functional teams to deliver solutions across the investment lifecycle.

Ideal candidates have a strong background in investment performance measurement, data management, and client reporting for asset managers, with at least 5 years in fintech or asset management. CFA/CIPM is a plus.

Qualifications

• Bachelor's degree or above preferred.
• Minimum 5 years experience in the fintech or asset management space implementing or supporting performance and attribution solutions.
• Nice to have – CFA/ CIPM

Responsibilities

• Assist in analyzing and documenting client requirements for large and/ or complex efforts.
• Perform and support testing efforts.
• Work with your counterparts on the client side to configure the Alpha Performance solution for client-specific workflows
• Participate in interactions with clients around the delivery of the solution
• Feed into the continuous improvement of methodologies and processes required to deliver successful solutions
• Work with the Performance SMEs and Product team to close functionality gaps identified during the requirements gathering phase
• Collaborate with other teams to share approaches, develop best practices and improve team capabilities to successfully migrate clients
• Become a Performance product SME on State Street's Front-to-back platform
• Some travel may be required

Skills

Communication

Teamwork

Problem solving

Education

Bachelor's degree or above

CFA/ CIPM (nice to have)

Job description

Who We Are Looking For

We are seeking an experienced client implementation SME to join a team of performance experts to onboard clients to the Alpha Performance Service. The ideal candidate must have a strong background in investment performance measurement, data management, and client reporting for asset managers. Additionally, the successful candidate should be able to collaborate effectively with internal departments who perform component functions in the service.

Who We Are Looking For

We are seeking an experienced client implementation SME to join a team of performance experts to onboard clients to the Alpha Performance Service. The ideal candidate must have a strong background in investment performance measurement, data management, and client reporting for asset managers. Additionally, the successful candidate should be able to collaborate effectively with internal departments who perform component functions in the service.

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 AlphaSM. State Street AlphaSM redefines the common definition of ‘alpha’ to mean powering better performance and outcomes at every point on the investment lifecycle and is the 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.

What You Will Be Responsible For

As a Client Implementation Analyst, Alpha Performance you will

• Assist in analyzing and documenting client requirements for large and/ or complex efforts.
• Perform and support testing efforts
• Work with your counterparts on the client side to configure the Alpha Performance solution for client-specific workflows
• Participate in interactions with clients around the delivery of the solution
• Feed into the continuous improvement of methodologies and processes required to deliver successful solutions
• Work with the Performance SMEs and Product team to close functionality gaps identified during the requirements gathering phase
• Collaborate with other teams to share approaches, develop best practices and improve team capabilities to successfully migrate clients
• Become a Performance product SME on State Street's Front-to-back platform
• Some travel may be required

What We Value

• Ability to work on multiple projects concurrently and prioritize work accordingly
• Ability to analyze problems and identify holistic solutions while balancing the need for successful client outcomes and Alpha goals
• Strong communication and teamwork skills
• Able to build and maintain positive relationships with the team, across the business and with clients
• Apply lateral and conceptual thinking in order to assist with solution design
• Ability to work in a fast-paced, deadline orientated, globally structured team-based environment

Education & Preferred Qualifications

• Bachelor's degree or above preferred
• Minimum 5 years experience in the fintech or asset management space, implementing or supporting performance and attribution solutions
• Nice to have – CFA/ CIPM

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.

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

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.

Job ID: R-796198