North America Portfolio & Relationship Analyst

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

Benefits offered by this job

401K with company match

Medical insurance

Dental insurance

Vision insurance

Life insurance

PTO & sick leave

Employee Assistance Program

Incentive compensation

Job summary

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.

Responsibilities

• 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.

Skills

Relationship management

Client focus

Communication skills

Organization

Cross-functional collaboration

Analytical mindset

Proactive ownership

Attention to detail

Team player

Education

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

Tools

Salesforce CRM

Microsoft Excel

PowerPoint / Word

Job description

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.