State Street Investment Management - Client Contracting Analyst, Assistant Vice President

State Street•Boston, MA

4d•$80,000 - $140,000

About The Position

State Street Investment Management (SSIM) is seeking a Client Contracting Analyst to provide execution and support across North America client contracting activities. This role is responsible for supporting the end-to-end coordination and delivery of contracting processes for institutional clients, including traditional Investment Management mandates and Transition Management engagements. This role requires a combination of contract analyst and paralegal capabilities, with a focus on reviewing, interpreting, and managing complex client agreements, ensuring alignment with legal, regulatory, and business requirements. Building on the established scope of the Client Contracting function, this position places increased emphasis on front-to-back contracting execution, product-specific documentation, and support for time-sensitive Transition Management events, where speed, accuracy, and risk oversight are critical to successful delivery. The Client Contracting Analyst sits within State Street Investment Management’s Client Coverage Group and partners closely with Distribution, Relationship Management, Transition Management, Legal, Compliance, Risk, Operations, and technology partners. The role supports the execution of North America contracting processes aligned to global standards, while adapting to regional regulatory frameworks, client requirements, and product structures, including equity, fixed income, and Transition Management mandates.

Requirements

Demonstrated experience in contract management, contract analysis, or paralegal/legal support functions
Strong understanding of contractual frameworks, legal documentation, and risk considerations within investment management agreements
Ability to perform detailed contract review, interpret legal language, and manage complex documentation
Strong stakeholder management skills, particularly in fast-paced, cross-functional environments
High attention to detail with strong organizational and document control discipline
Strong risk awareness and ability to identify, assess, and escalate issues effectively
Excellent written and verbal communication skills across North America stakeholders
Ability to manage multiple deadlines, including time-sensitive contracting tied to market events
Bachelor’s degree required; legal studies, business, or related field preferred
8+ years of experience in financial services, investment management, legal, or contracting roles
Experience supporting institutional client onboarding and contracting processes strongly preferred
Exposure to legal documentation review, contract drafting required

Nice To Haves

Familiarity with Transition Management or event-driven trading environments is highly desirable
Experience supporting Transition Management or capital markets-related activities is a plus

Responsibilities

Coordinate and execute end-to-end client contracting processes across all agreement types, including IMAs, guidelines, amendments, and Transition Management agreements
Manage contract lifecycle milestones to ensure alignment with onboarding timelines and time-critical Transition Management events
Ensure timely production, review, approval, execution, and archival of all contractual documentation
Support contracting for Transition Management engagements, including expedited agreement preparation, review coordination, and execution readiness
Ensure documentation accurately reflects trade execution requirements, fiduciary responsibilities, and client-specific mandates
Work closely with Transition Management teams, Legal, and Operations to ensure contractual readiness aligns with event-driven timelines
Assist in managing risk considerations unique to Transition Management, including short timelines, high-value trades, and operational dependencies
Perform first-level contract analysis, identifying key legal and commercial provisions, deviations from standard templates, and risk considerations
Apply paralegal best practices in contract review, clause interpretation, documentation accuracy, and version control
Support Legal teams by consolidating negotiation comments, tracking changes, and ensuring proper incorporation of approved terms
Escalate non-standard provisions, regulatory considerations, and material risks appropriately
Ensure all contracting activities adhere to defined workflows, approval processes, and internal control frameworks
Maintain audit-ready documentation and support compliance with internal policies and regulatory expectations
Identify potential risks or process gaps and escalate in line with governance standards
Act as a central coordination point between Client Coverage, Transition Management, Legal, Compliance, and Operations
Build strong working relationships across all stakeholders to facilitate seamless contracting execution
Support Client Relationship Managers and Transition Management teams by ensuring documentation accuracy, completeness, and readiness
Contribute to enhancements in contracting templates, clause libraries, and workflow tools
Identify opportunities to improve efficiency, particularly for high-velocity Transition Management contracting scenarios
Support broader transformation initiatives focused on automation, scalability, and digital contracting solutions

Benefits

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
eligibility for certain tax advantaged savings plans
inclusive development opportunities
flexible work-life support
paid volunteer days
vibrant employee networks