Markets Capital Optimization Analyst, Officer

State Street; Boston (MA); On-site; USD 70,000 - 118,750; Full time

Job summary

State Street Markets (SSM) is seeking an Officer to join the SSM Risk and FRM team in Boston. The role supports capital and liquidity optimization across Markets products, including Basel III capital and regulatory exposures.

You will collaborate with finance teams, develop stress tests, produce management reporting, and forecast resource needs. A candidate with 1–3 years’ experience and strong Excel skills is preferred; Python experience is a plus.

Qualifications

• Bachelor’s degree in business, finance, economics, computer science or related field.
• 1–3 years’ experience in a relevant role.
• High level of competency in Excel; Python experience preferred.

Responsibilities

• Collaborate with finance teams to enhance analysis, forecasts and minimize capital, balance sheet and liquidity exposures.
• Develop Basel III, Capital and Liquidity Stress Tests and other regulatory exposures.
• Create and update senior management reporting and forecasting to communicate targets and resource impacts.
• Coordinate with Recovery and Resolution Planning (RRP) teams for annual deliverables and playbooks.
• Work closely with Global Treasury and Enterprise Risk Management (ERM) to ensure regulatory exposures reflect business models.
• Undertake ad hoc data analyses and develop Python code.
• Present analyses and commentary to management regarding revenue, ROE and EPS goals.

Skills

Strong communication

Independent working

Problem solving

Multi-tasking

Education

Bachelor’s degree in business, finance, economics, computer science or related field

Tools

Python

Excel

Job description

Who we are looking for

State Street Markets(“SSM”) is looking for an Officer to join the SSM Risk and FRM team in Boston. The team manages Credit, Market, and Model Risk as the First Line of Defense across SSM’s business units, including Financing Solutions, FX Sales & Trading, Portfolio Solutions, and Global Link. Additionally, the team performs Financial Resource Management, covering allocation, monitoring, and optimization of capital, funding, and liquidity.

Why this role is important to us

The team you will be joining is a part of State Street Markets. As a leading provider of trading and lending solutions to the world’s institutional investors, we deliver the industry’s most innovative platforms, financing and portfolio solutions. Our capabilities are backed by proprietary, high-value research, insights and indicators that power clients’ investment decisions, accelerate performance and help investors stay ahead of shifting markets. Across our comprehensive set of solutions – data-driven macro market intelligence that give an information advantage; client-first platforms and tools that redefine trading; financing solutions that streamline liquidity access; and portfolio solutions designed to help achieve peak performance – we deliver a breakthrough edge to drive business success.

The Capital and Liquidity Optimization team is responsible for managing and optimizing the first line risk and regulatory exposures across the Markets products. The team facilitates continued business and revenue growth by optimizing programs under Basel III capital and liquidity regulations along with other firm-wide resource constraints. This Officer role will be responsible for supporting management in tasks such as developing, producing and monitoring regulatory exposures, resource forecasting and communicating regulatory impacts to senior management. A significant degree of autonomy, including making careful decisions and coordinating with groups across the organization, is a requirement. The role is located in Boston, with a minimum of 4 days per week in the office.

Join us if making your mark in the capital markets industry from day one is a challenge you are up for.

What you will be responsible for

As Markets Capital Optimization Analyst, Officer you will

• Collaborate with the Corporate and SSBI Finance teams (Capital Planning, Balance Sheet Strategy, Stress Testing, BU Finance, and Liquidity Management) to enhance analysis, forecasts and minimize capital, balance sheet and liquidity exposures


• Work with senior analysts to develop and produce Basel III, Capital and Liquidity Stress Tests and other regulatory exposures


• Create and update senior management reporting and forecasting to communicate capital and liquidity internal targets/requirements and help optimize resources to clients


• Liase with the Recovery and Resolution Planning “RRP” teams to streamline and enhance annual RRP assumptions, deliverables and playbooks for all Markets business lines


• Work closely with Global Treasury and Enterprise Risk Management (ERM) to ensure regulatory exposures accurately reflect the Financing Solutions and Foreign Exchange business models


• Ad Hoc projects that include: creation of new reporting, data analysis, creating Python code, etc.


• Provide and present written analyses, commentary, reports and slides to management in order to effectively communicate the business units’ resource impact on State Street’s short-term and long-term Revenue, ROE and EPS goals

What we value

These skills will help you succeed in this role

• Strong communication (written and oral) and interpersonal skills


• Ability to work both independently and as a member of a team


• Strong problem solving and analytical skills, experience in data mining and reporting extremely useful


• Capable of multi-tasking and working in a fast paced trading environment.

Education & Preferred Qualifications

• Bachelor’s degree in business, finance, economics, computer science or related field


• Minimum 1-3 years’ experience in a relevant role


• High level of competency in Excel; Experience in Python preferred


• Strong communication (written and oral) and interpersonal skills


• Ability to work both independently and as a member of a team


• Strong problem solving and analytical skills, experience in data mining and reporting extremely useful


• Capable of multi-tasking and working in a fast paced trading environment


• Ability to drive collaboration and influence teams to achieve effective outcomes / solutions

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

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.

Salary Range:

$70,000 - $118,750 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.