North America Asset Manager: Relationship & Portfolio Analyst

State Street Corporation; Boston (MA); On-site; USD 65,000 - 114,000; Full time

Job summary

State Street Corporation is seeking a Relationship Management Analyst in Boston to support a broad asset-management client portfolio across North America. You will work with Relationship Managers to coordinate client engagement, prepare executive materials, and drive collaboration across teams.

The role emphasizes client service, project management, and strategic account planning, with opportunities to engage across Sales, Product, and Operations in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field preferred.
• 2–5 years of experience in relationship management support or related financial services roles.
• Experience supporting client meetings and executive presentations.
• Proficiency with Microsoft Office and CRM systems.

Responsibilities

• Support Relationship Managers in executing client strategies and day-to-day account management.
• Coordinate client requests with internal teams to drive timely resolutions.
• Prepare client presentations, executive briefings, and relationship reviews.
• Maintain client information in Salesforce and manage opportunities and reporting.
• Assist with contract management and client billing activities.
• Organize client meetings, due diligence reviews, governance sessions, and RFIs/RFPs.
• Track action items and deliverables to ensure execution of initiatives.

Skills

Client focus

Organizational skills

Communication skills

Analytical thinking

Relationship management

Problem solving

Attention to detail

Team player

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Excel

PowerPoint

Word

Salesforce/CRM

Job description

State Street Corporation is seeking a Relationship Management Analyst in Boston to support a broad asset-management client portfolio across North America. You will work with Relationship Managers to coordinate client engagement, prepare executive materials, and drive collaboration across teams.

The role emphasizes client service, project management, and strategic account planning, with opportunities to engage across Sales, Product, and Operations in a fast-paced environment.