Performance Onboarding Specialist

State Street; Burlington (MA); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

401K with company match

Paid time off

Health benefits

Job summary

State Street is seeking an experienced Client Implementation Analyst for the Alpha Performance service. The role involves onboarding clients, configuring workflows, testing, and collaborating with cross-functional teams to deliver solutions across the investment lifecycle.

Ideal candidates have a strong background in investment performance measurement, data management, and client reporting for asset managers, with at least 5 years in fintech or asset management. CFA/CIPM is a plus.

Qualifications

• Bachelor's degree or above preferred.
• Minimum 5 years experience in the fintech or asset management space implementing or supporting performance and attribution solutions.
• Nice to have – CFA/ CIPM

Responsibilities

• Assist in analyzing and documenting client requirements for large and/ or complex efforts.
• Perform and support testing efforts.
• Work with your counterparts on the client side to configure the Alpha Performance solution for client-specific workflows
• Participate in interactions with clients around the delivery of the solution
• Feed into the continuous improvement of methodologies and processes required to deliver successful solutions
• Work with the Performance SMEs and Product team to close functionality gaps identified during the requirements gathering phase
• Collaborate with other teams to share approaches, develop best practices and improve team capabilities to successfully migrate clients
• Become a Performance product SME on State Street's Front-to-back platform
• Some travel may be required

Skills

Communication

Teamwork

Problem solving

Education

Bachelor's degree or above

CFA/ CIPM (nice to have)

Job description

State Street is seeking an experienced Client Implementation Analyst for the Alpha Performance service. The role involves onboarding clients, configuring workflows, testing, and collaborating with cross-functional teams to deliver solutions across the investment lifecycle.

Ideal candidates have a strong background in investment performance measurement, data management, and client reporting for asset managers, with at least 5 years in fintech or asset management. CFA/CIPM is a plus.