North America Portfolio Analyst, Officer

State Street; Boston (MA); Sur place; USD 65 000 - 114 000; Plein temps

Avantages offerts par ce poste

401K with company match

Medical insurance

Dental insurance

Vision insurance

Life insurance

PTO & sick leave

Employee Assistance Program

Incentive compensation

Résumé du poste

State Street seeks a Relationship Management Analyst to support a broad portfolio of asset management clients in North America, partnering with senior Relationship Managers to deliver superior client service and strategic account coordination.

You will collaborate across Relationship Management, Sales, Product, Operations, Client Service, Legal, and Finance, coordinating client activities and enabling successful execution of initiatives in a fast-paced environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field preferred.
• 2-5 years of experience in relationship management support, client service, asset servicing, custody, fund administration, sales support, consulting, or related financial services roles.
• Knowledge of institutional asset management, custody, middle office, fund administration, transfer agency, or related financial services products preferred.
• Experience supporting client meetings, executive presentations, and business initiatives.
• Strong proficiency in Microsoft Excel, PowerPoint, Word, and other Microsoft Office applications.
• Salesforce or CRM experience preferred.

Responsabilités

• Support Relationship Managers in executing client relationship strategies and day-to-day account management activities.
• Coordinate client requests and inquiries by partnering with internal service, product, operations, and support teams to drive timely resolution.
• Assist in the preparation of client presentations, executive briefings, relationship reviews, account plans, and business updates.
• Maintain and update client information within Salesforce and other relationship management systems.
• Support opportunity tracking, revenue reporting, pipeline management, and other management reporting activities.
• Assist with client billing administration, documentation, and collection activities, as needed.
• Coordinate contract management activities, including contract amendments, new service additions, and document management within the ECMS.
• Organize client meetings, due diligence reviews, governance sessions, and other client engagement activities.
• Support responses to client due diligence requests, RFIs, and RFPs.
• Conduct research and analysis on client organizations, industry developments, market trends, and competitive activity.
• Track action items, client commitments, and project deliverables to help ensure successful execution of client initiatives.
• Partner with stakeholders across business units and regions to support client outcomes and strategic objectives.

Connaissances

Relationship management

Client focus

Communication skills

Organization

Cross-functional collaboration

Analytical mindset

Proactive ownership

Attention to detail

Team player

Formation

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Outils

Salesforce CRM

Microsoft Excel

PowerPoint / Word

Description du poste

Who We Are Looking For

We are seeking a highly motivated, client-focused professional with a strong interest in financial markets, investment management, and relationship management. As a Relationship Management Analyst within the North America Asset Manager Portfolio team, you will partner with senior Relationship Managers in supporting a diverse portfolio of asset management clients across North America.

Who We Are Looking For

We are seeking a highly motivated, client-focused professional with a strong interest in financial markets, investment management, and relationship management. As a Relationship Management Analyst within the North America Asset Manager Portfolio team, you will partner with senior Relationship Managers in supporting a diverse portfolio of asset management clients across North America.

This role offers an excellent opportunity to gain exposure to client relationship management, strategic account planning, business development initiatives, and the broad range of solutions State Street provides for investment managers. The successful candidate will play a key role in coordinating client activities, supporting relationship strategies, and ensuring a positive client experience.

You will regularly collaborate with teams across Relationship Management, Sales, Product, Operations, Client Service, Legal, and Finance, while developing a strong understanding of State Street's business and the evolving needs of institutional asset managers.

Why This Role Is Important To Us

The North America Asset Manager Portfolio team is responsible for supporting and growing relationships with a broad range of asset management clients. Our objective is to serve as a trusted partner by delivering exceptional service, identifying opportunities for growth, and connecting clients to the full capabilities of State Street.

As a Relationship Management Analyst, you will be an important member of the client coverage team, helping to execute relationship strategies, coordinate client engagement activities, and facilitate effective collaboration across the organization. Your contributions will directly support client satisfaction, relationship growth, and the successful execution of strategic initiatives.

This role provides valuable exposure to senior leaders, client-facing relationship management, and many facets of the investment servicing industry, creating a strong foundation for future career opportunities within Relationship Management, Sales, Client Management, and other areas across State Street.

What You Will Be Responsible For

• Support Relationship Managers in executing client relationship strategies and day-to-day account management activities.
• Coordinate client requests and inquiries by partnering with internal service, product, operations, and support teams to drive timely resolution.
• Assist in the preparation of client presentations, executive briefings, relationship reviews, account plans, and business updates.
• Maintain and update client information within Salesforce and other relationship management systems.
• Support opportunity tracking, revenue reporting, pipeline management, and other management reporting activities.
• Assist with client billing administration, documentation, and collection activities, as needed.
• Coordinate contract management activities, including contract amendments, new service additions, and document management within the Enterprise Contract Management System (ECMS).
• Organize client meetings, due diligence reviews, governance sessions, and other client engagement activities.
• Support responses to client due diligence requests, RFIs, and RFPs.
• Conduct research and analysis on client organizations, industry developments, market trends, and competitive activity.
• Track action items, client commitments, and project deliverables to help ensure successful execution of client initiatives.
• Partner with stakeholders across business units and regions to support client outcomes and strategic objectives.

What We Value

• Strong client focus and commitment to delivering exceptional service.
• Intellectual curiosity and a desire to understand the investment management and financial services industries.
• Excellent organizational skills with the ability to manage multiple priorities and deadlines.
• Strong written, verbal, and presentation communication skills.
• Ability to build effective working relationships across teams and levels of the organization.
• Analytical mindset with strong problem-solving and critical-thinking abilities.
• Proactive approach to ownership, accountability, and execution.
• Strong attention to detail and commitment to accuracy.
• Ability to work effectively in a fast-paced, deadline-driven environment.
• Collaborative team player with a global perspective.

Education & Preferred Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field preferred.
• 2-5 years of experience in relationship management support, client service, asset servicing, custody, fund administration, sales support, consulting, or related financial services roles.
• Knowledge of institutional asset management, custody, middle office, fund administration, transfer agency, or related financial services products preferred.
• Experience supporting client meetings, executive presentations, and business initiatives.
• Strong proficiency in Microsoft Excel, PowerPoint, Word, and other Microsoft Office applications.
• Salesforce or CRM experience preferred.

Additional Requirements

• Strong interpersonal and relationship-building skills.
• Ability to communicate effectively with clients and senior internal stakeholders.
• Demonstrated project management and organizational capabilities.
• Ability to work independently while managing competing priorities.
• High level of professionalism, judgment, and attention to detail.
• Willingness to learn, take initiative, and contribute to a high-performing team environment.

What You Can Expect

This role provides a unique opportunity to develop a broad understanding of State Street's asset servicing and investment management solutions while working alongside experienced Relationship Managers. You will gain exposure to client strategy, relationship management, business development, and executive engagement activities while supporting a portfolio of leading asset management firms.

Successful candidates will develop the commercial, analytical, and client-facing skills necessary to build a long-term career within State Street and the broader financial services industry.

Salary Range

$65,000 - $113,750 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.

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.

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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.

Job ID: R-799261