Transaction Management Implementation Analyst, Assistant Vice President

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

Benefits offered by this job

401K retirement plan with company match

Insurance coverage (life, medical, dental, vision)

Paid time off (vacation, sick leave)

Access to Employee Assistance Program

Incentive compensation based on performance

Job summary

State Street is seeking a qualified Client Implementation Analyst to integrate their front-to-back client servicing platform. The role focuses on managing client onboarding, overseeing due diligence, and ensuring seamless project delivery.

To be successful, candidates must have over 5 years of experience in the finance industry, particularly with integrating operations and managing complex client workflows. The role offers a salary range of $80,000 - $140,000 annually along with comprehensive benefits.

Qualifications

• 5+ years of industry experience with front, middle, and back office integration.
• Expertise in Power Query for data transformation and analysis.
• Strong knowledge of financial instruments and asset classes.

Responsibilities

• Oversee due diligence and understanding of client requirements.
• Manage implementation and onboarding plans for clients.
• Collaborate with stakeholders to define client-specific solutions.

Skills

Industry experience in client servicing platforms

Communication skills

Analytical skills

Project management

Relationship management

Education

BS degree in Business, Finance, Economics or Engineering

Tools

Microsoft PowerBI

MS Office Suite

JIRA

Job description

Who we are looking for

The Alpha Services Strategy, Solutioning, and Implementation Team at State Street is seeking a qualified Client Implementation Analyst to support the industry’s first comprehensive front-to-back client servicing platform. This leadership role is dedicated to facilitating end-to-end integration for clients, encompassing all asset classes, including equities, fixed income, and complex instruments such as derivatives, bank loans, and repurchase agreements (repos).

Key Responsibilities

• Oversee due diligence activities to ensure a thorough understanding of client requirements and operational environments.
• Identify gaps in current operating models and drive the design of client solutions, including trade and architecture flows, operational processes, and business system functionality.
• Manage the implementation and onboarding plan, including project timelines, conversion strategies, and post-go-live activities for client onboarding and implementation projects.
• Analyze post go-live change requests, collaborating with all stakeholders to define solutions, supervise testing, and oversee deployment in the live production environment.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best.

What you will be responsible for

As Transaction Management Implementation Analyst you will:

• Drive the delivery of cross-operations, high priority projects across all typical project phases.
• Work with external clients and portfolio managers to configure the Alpha platform for client-specific workflows.
• Project initiation and scoping - including plan definition and managing realistic expectations for successful delivery with project stakeholders.
• Manage business analysis and requirements definition.
• Support ongoing project management - including progress monitoring, reporting and quality assurance throughout the project.
• Build and manage strong relationships with project sponsors and stakeholders in Operations, Technology and the business, understanding competing priorities across these groups.
• Work with Operations business units to assess and streamline processes in order to mitigate risk, cost or service issues and generate efficiencies.
• Collaborate with other teams to share approaches, develop best practices and improve team capabilities to successfully migrate clients.
• Domestic and/or international travel may be required.

What we value

• 5+ years of industry experience with front, middle, and back office integration, functionality, and electronic trading platforms.
• Strong understanding of Transaction Management Middle Office services and operating models; subject matter expertise in standard financial services static data as it applies to middle office trade processing.
• Strong knowledge of financial instruments and asset classes such as Equities, Fixed Income, Derivatives, and structured products including TBAs and Repos.
• In-depth understanding and prior experience with industry utilities such as DTCC CTM, DTCC Alert, FX Connect, other Middle Office vendor applications, and messaging protocols like XML and SWIFT.
• Proven history of understanding and analyzing complex client use cases and large data sets; ability to create visual dashboards using tools such as Microsoft PowerBI.
• Expertise in Power Query for data transformation, cleansing, preparation, and integration from multiple sources and formats.
• Ability to analyze large data setups using Microsoft Co-Pilot is highly desirable.
• Ability to interpret client requirements and translate them into State Street-specific data configuration tasks.
• Exceptional communication, problem-solving, and analytical skills; attention to detail and organization – able to independently troubleshoot and gather supporting evidence.
• Ability to work on multiple projects concurrently and prioritize work accordingly.
• Expertise in MS Office, including MS Visio, Project, and PowerPoint.
• Competency in SDLC & Agile Methodology and tools (i.e., JIRA, Rally, RTC).

Education & Preferred Qualifications

• BS degree in Business, Finance, Economics or Engineering.
• 5+ years of industry experience with front, middle, and back office integration, functionality, and electronic trading platforms.

Salary Range: $80,000 - $140,000 Annual

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.

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.

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.