Middle Office PM/BA — Driving Process & Tech Change

State Street; Irvine (CA); On-site; USD 65,000 - 106,000; Full time

Job summary

State Street in Irvine, CA seeks a Business Analyst / Project Manager (Officer) to bridge Operations and Technology in Middle Office. You will lead technology enabled improvements, document requirements, and coordinate governance across business and IT.

This role focuses on controlled delivery, risk management, and data quality to improve controls and processes. Ideal candidates have 5–8 years in PM/Operations within financial services, strong Excel/Office skills, and PM certification, with

Qualifications

• Bachelor’s degree or equivalent professional experience.
• 5–8 years of relevant experience in project management, operations, technology enablement, or financial services environments.
• Experience supporting middle office, operations, or data driven initiatives preferred.
• Proficiency in Microsoft Office tools (Excel, PowerPoint, Word); familiarity with project tracking tools such as Jira or Microsoft Project and VBA, SQL, Python is a plus.
• Formal project management certification (e.g., PMP) preferred but not required.

Responsibilities

• Document business requirements and ensure controls, and governance artifacts are maintained in line with established standards.
• Manage assigned middle office technology and process improvement projects or workstreams, coordinating activities between business teams and IT partners.
• Partner with operational stakeholders to document business requirements, current state processes, and control considerations, translating them into clear project deliverables.
• Coordinate project execution activities, including planning, dependency tracking, issue and risk management, and milestone oversight.
• Serve as a central point of coordination between Operations, Technology, and other stakeholders to support solution design, testing, and implementation.
• Track and report on project status, risks, and issues, escalating concerns in a timely and structured manner to senior leadership.
• Support testing, implementation, and post implementation activities to ensure solutions meet business requirements and integrate effectively into existing workflows.
• Contribute to continuous improvement by identifying lessons learned and opportunities to strengthen project execution and delivery approaches.

Skills

Project management

Operational processes

Organizational skills

Communication skills

Execution mindset

Governance frameworks

Excel / Office proficiency

Education

Bachelor’s degree

Tools

Jira

Microsoft Project

VBA

SQL

Python

Job description

State Street in Irvine, CA seeks a Business Analyst / Project Manager (Officer) to bridge Operations and Technology in Middle Office. You will lead technology enabled improvements, document requirements, and coordinate governance across business and IT.

This role focuses on controlled delivery, risk management, and data quality to improve controls and processes. Ideal candidates have 5–8 years in PM/Operations within financial services, strong Excel/Office skills, and PM certification, with