Data Analytics & Management, AVP

State Street; Boston (MA); On-site; USD 130,000 - 190,000; Full time

Job summary

State Street is seeking a Finance AI Engineer to design end-to-end AI-powered solutions across Finance, Risk and Treasury. You will build agentic workflows, craft finance-focused prompts, and apply data science methods to improve insight quality and controls.

Expertise in SQL, Python, data warehousing concepts, and no-code/low-code platforms is essential. You will collaborate with Finance teams to deploy governance-forward AI outputs.

Qualifications

• Bachelor's degree in AI, data analytics, CS, engineering or related field.

Responsibilities

• Design and deliver agent-based AI workflows across finance processes.
• Develop prompts grounded in finance context and guardrails.
• Apply data science methods like anomaly detection and forecasting.
• No-code/low-code deployment with tools like Power BI and Alteryx.
• Embed AI outputs into finance workflows and monitor governance.

Skills

SQL

Python

Data Visualization

Data Modelling

ETL Design

Large Datasets

AI/ML

Analytical Skills

Communication

Automation Tools

Education

Bachelor’s degree in AI/CS/Engineering

Tools

Databricks

Power BI

Tableau

Alteryx

Microsoft Fabric

Power App

Power Automate

Anthropic/Claude

Co-pilot Studio

Job description

About the job

The Finance Data and AI Office (DART) delivers trusted data, analytics, and AI-enabled solutions across Finance, Risk, and Treasury. This role sits within the Automation, Analytics & AI pillar and focuses on building practical, scalable AI solutions that address finance challenges end to end—from problem framing and solution design through deployment and adoption.

Who we are looking for

The ideal candidate combines strong analytical thinking with business curiosity and judgment and can thoughtfully apply the right mix of AI capabilities, agentic approaches, and low-code/no-code tools to design integrated, optimized solutions. Success in this role requires the ability to connect technology choices to tangible Finance outcomes—improving insight quality, controls, efficiency, and decision-making.

What you will be responsible for

• Build Agentic AI & Copilot Solutions for Finance
  • Design and deliver agent-based workflows that can plan, reason, and execute tasks across finance processes (with appropriate human oversight and controls).
  • Implement solutions that use LLM copilots for finance narratives, variance explanations, exception triage, and root-cause analysis
  • Combine AI reasoning with deterministic logic (rules, thresholds, accounting constraints, materiality) to ensure reliability in controlled environments
• Prompt Engineering & Context Design (Finance-Grade)
  • Create and refine prompts grounded in finance context (e.g., P&L, cost centers, accounting rules, materiality thresholds) and structure outputs for decision-making
  • Build reusable prompt patterns, evaluation approaches, and guardrails to reduce hallucinations and increase consistency
• Apply Data Science Where It Matters
  • Use analytics and data science methods (e.g., anomaly detection, classification, forecasting support, explainability) to strengthen finance insight and controls
  • Analyze large, complex datasets to identify breaks, drivers, trends, and actionable signals relevant to Finance operations and reporting
• Enable AI Using No-Code / Low-Code Platforms
  • Use no-code and low-code tools (e.g., Alteryx, Power BI, Power Platform or similar) to
  • Operationalize AI outputs into finance workflows
  • Orchestrate AI-driven steps alongside rules-based logic
  • Surface AI-generated insights, exceptions, and narratives to end users
  • Know when low-code is sufficient and when custom logic or data science is required
• Embed Solutions into Finance Workflows
  • Partner with Finance, Risk, and Treasury teams to understand processes end-to-end and design solutions that fit how work actually gets done
  • Support rollout and adoption through documentation, training, and iteration based on user feedback
• Responsible AI & Controls-Aware Delivery
  • Ensure solutions are explainable, auditable, and aligned with governance expectations
  • Validate AI outputs against financial data and business logic; design monitoring to maintain quality over time

Skills and experience needed

• Bachelor’s degree in AI, Data Analytics, Computer Science, Engineering, or a related field
• 5-7 years of experience in emerging AI technologies, data science, analytics, automation (financial services preferred)
• Strong analytical and problem-solving skills
• Experience working with large, complex datasets
• Proficiency in SQL and Python
• Knowledge of data warehousing, data modelling, ETL design
• Experience with data visualization tools (e.g., Power BI, Tableau, or similar)
• Exposure to automation tools (e.g., low-code platforms, RPA, workflow tools)
• Understanding of Finance, Risk and/or Treasury business processes
• Strong written and verbal communication skills

Knowledge of tools (preferrable)

• Microsoft Co-pilot Studio
• Microsoft 365 Co-pilot
• Databricks
• Anthropic/Claude
• Power BI/Tableau
• Alteryx
• Microsoft Fabric
• Microsoft Power App
• Microsoft Power Automate

Equal opportunity

State Street is an equal opportunity and affirmative action employer. We welcome candidates from diverse backgrounds and experiences.

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