FinTech Business Analyst - Front Office & Client Solutions

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

Benefits offered by this job

401(k) with company match

Comprehensive benefits

Paid time off

Job summary

State Street's Charles River Development team is seeking a product-focused professional to help grow our portfolio management solutions. You will gather requirements, translate client asks into roadmap features, and collaborate with clients and cross-functional teams in an agile environment.

You will work with product and engineering to deliver high-quality software, validate features with QA, and support implementation and client beta testing.

Qualifications

• Bachelor’s degree in software engineering, finance or similar discipline.
• Minimum of 5 years of experience within investment management.
• Experience with portfolio risk, analytics, or risk optimization.
• Good understanding of financial investment products across asset classes.
• Understanding of investment management workflows and CRIMS desirable.
• Excellent communication skills (verbal and written).
• 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 surprises in a dynamic environment.

Responsibilities

• Work in an agile environment to deliver a high-quality product.
• Gather requirements, research, document and prioritize product needs.
• Interact with clients: presenting new features and gathering feedback.
• Partner with development to implement and refine features.
• Assist QA with feature validation.
• Coordinate with documentation to ensure accurate product guidance.
• Provide client beta testing support.
• Assist implementation and support to resolve escalated client issues.
• Collaborate with product manager to understand market needs.
• Prioritize and maintain the product backlog and roadmap items.

Skills

Fintech experience

Front office / portfolio management

Client communications

Agile methodologies

Portfolio risk analytics

Investment management knowledge

Education

Bachelor’s degree in software engineering, finance or similar discipline

Tools

CRIMS

Job description

State Street's Charles River Development team is seeking a product-focused professional to help grow our portfolio management solutions. You will gather requirements, translate client asks into roadmap features, and collaborate with clients and cross-functional teams in an agile environment.

You will work with product and engineering to deliver high-quality software, validate features with QA, and support implementation and client beta testing.