CLO & Structured Finance Analyst — Client & Projects Lead

STATE STREET CORPORATION; Quincy (MA); On-site; USD 60,000 - 101,000; Full time

Benefits offered by this job

401K with company match

Medical, dental, vision insurance

Paid time off

Volunteer days

Job summary

State Street Corporation is seeking a business analyst within the Structured Trust and Analytics group in Quincy, MA. You will manage client relationships, onboard new deals, train staff on deal mechanics, and oversee client deliverables including reporting and payment calculations.

Candidates should have a bachelor’s degree in accounting, finance, or economics and 3+ years in an investment firm, with strong Excel modeling and data manipulation skills.

Qualifications

• Bachelor’s degree preferred in accounting, finance, or economics.
• 3+ years in an investment firm or financial services.
• Experience managing client relationships and deliverables.

Responsibilities

• Manage client relationships and generate new business leads.
• Onboard new deals according to procedures.
• Train staff on deal mechanics and service requirements.
• Oversee client deliverables including reporting and payments.
• Prepare monthly and quarterly reports and perform payment date calculations.
• Collaborate with internal groups on initiatives and projects.

Skills

Client relationship management

People / staff management

Data analysis

Excel modeling

Communication skills

Education

Bachelor’s degree in accounting, finance, or economics

Tools

Wall Street Office

MS Excel

MS Outlook

Solvas

LoanOps Portal

My State Street

Bloomberg

Job description

State Street Corporation is seeking a business analyst within the Structured Trust and Analytics group in Quincy, MA. You will manage client relationships, onboard new deals, train staff on deal mechanics, and oversee client deliverables including reporting and payment calculations.

Candidates should have a bachelor’s degree in accounting, finance, or economics and 3+ years in an investment firm, with strong Excel modeling and data manipulation skills.