Client Onboarding & Data Integration Specialist

State Street Corporation; Quincy (MA); On-site; USD 60,000 - 101,000; Full time

Benefits offered by this job

401K match

Insurance (life/medical/dental/vision)

Paid time off

Employee Assistance Program

Incentive compensation

Tax-advantaged savings plans

Job summary

State Street Corporation in the United States is seeking an Alpha Client Data Integration Analyst to support onboarding of clients to our middle office trade processing platform. Under supervision, you will gather business requirements and help document trade flows for Alpha client onboarding projects.

Ideal candidates have 3–5 years in middle office trade processing or implementation, plus a BS in Business or Finance and strong data-analysis skills with PowerBI and Power Query.

Qualifications

• Competency in PowerBI, Power Query, MS Co-Pilot or other similar data analysis tools.
• MS Office including MS Excel, MS Word and MS Access
• Some knowledge of Electronic trading platforms including Chares River, Bloomberg, Thinkfolio and other Order Management systems.
• Potential to travel to alternate sites for specific projects may be required, but fairly limited.

Responsibilities

• Onboard clients' middle office services onto State Street platforms and provide support during implementation.
• Learn operating model, strategic plans, middle office processes, and architecture to contribute to solution development.
• Gather and communicate business requirements for product enhancements aligned with Alpha vision.
• Review large data sets for configuration and migration; create basic dashboards for analysis.
• Collaborate with stakeholders across Program Delivery, Operations, Technology, and Business units.
• Document and understand trade flows for various instruments as part of Alpha onboarding.
• Identify gaps in transaction processing and data requirements throughout delivery and integration.
• Maintain onboarding project plans, track timelines and issues, assist with conversion approaches, and post-go-live efforts.

Skills

PowerBI

Power Query

MS Co-Pilot

Data analysis

Middle Office

Client requirements

Communication

Problem solving

Attention to detail

Organization

Education

BS in Business/Finance

Tools

Bloomberg

Thinkfolio

Chares River

Job description

State Street Corporation in the United States is seeking an Alpha Client Data Integration Analyst to support onboarding of clients to our middle office trade processing platform. Under supervision, you will gather business requirements and help document trade flows for Alpha client onboarding projects.

Ideal candidates have 3–5 years in middle office trade processing or implementation, plus a BS in Business or Finance and strong data-analysis skills with PowerBI and Power Query.