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

State Street • Boston, MA

8d

About The Position

State Street Investment Management (SSIM) is seeking a Client Contracting Analyst to support and execute North America client contracting activities. The role coordinates end-to-end contracting processes for institutional clients, covering traditional Investment Management mandates and Transition Management engagements. It combines contract analyst and paralegal capabilities, with emphasis on reviewing, interpreting, and managing complex client agreements in accordance with legal, regulatory, and business requirements. The position emphasizes front-to-back execution, product-specific documentation, and support for time-sensitive Transition Management events where speed, accuracy, and risk oversight are critical.

The role sits within SSIM’s Client Coverage Group and partners with Distribution, Relationship Management, Transition Management, Legal, Compliance, Risk, Operations, and technology teams. It supports North America contracting aligned to global standards while accounting for regional regulatory frameworks, client requirements, and product structures, including equity, fixed income, and Transition Management mandates.

This role is important to accurate, timely, and controlled client contracting across North America, particularly during high-impact Transition Management events. It helps preserve contractual integrity, mitigate risk, and enable seamless onboarding and transition execution, affecting client experience, operational efficiency, and business growth.

Requirements

• Bachelor’s degree required; legal studies, business, or a related field preferred.
• At least 8 years of experience in financial services, investment management, legal, or contracting roles.
• 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 reviews, interpret legal language, and manage complex documentation.
• Strong stakeholder management skills in fast-paced, cross-functional environments.
• High attention to detail and 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.
• Experience supporting legal documentation review and contract drafting.

Nice To Haves

• Legal studies, business, or a related field.
• Familiarity with Transition Management or event-driven trading environments.
• Experience supporting institutional client onboarding and contracting processes.
• Experience supporting Transition Management or capital markets-related activities.

Responsibilities

• Coordinate and execute end-to-end client contracting across agreement types, including IMAs, guidelines, amendments, and Transition Management agreements.
• Manage contract lifecycle milestones in alignment with onboarding timelines and time-critical Transition Management events.
• Ensure contractual documents are produced, reviewed, approved, executed, and archived in a timely manner.
• Support Transition Management contracting, including expedited agreement preparation, review coordination, and execution readiness.
• Ensure documentation reflects trade execution requirements, fiduciary responsibilities, and client-specific mandates.
• Coordinate with Transition Management teams, Legal, and Operations to align contractual readiness with event timelines.
• Assist in managing Transition Management risks, 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 practices in contract review, clause interpretation, documentation accuracy, and version control.
• Support Legal teams by consolidating negotiation comments, tracking changes, and incorporating approved terms correctly.
• Escalate non-standard provisions, regulatory considerations, and material risks appropriately.
• Follow 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 them in line with governance standards.
• Coordinate among Client Coverage, Transition Management, Legal, Compliance, and Operations stakeholders.
• Support Client Relationship Managers and Transition Management teams by ensuring documentation is accurate, complete, and ready.
• Contribute to improvements in contracting templates, clause libraries, and workflow tools.
• Identify efficiency improvements, particularly for high-velocity Transition Management contracting scenarios.
• Support 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 optional additional coverages.
• Paid time off, including vacation, sick leave, short-term disability, and family care responsibilities.
• Access to an Employee Assistance Program.
• Eligibility for annual performance-based incentive awards, excluding certain sales roles subject to sales incentive plans.
• Eligibility for certain tax-advantaged savings plans.
• Inclusive development opportunities.
• Flexible work-life support.
• Paid volunteer days.
• Employee networks.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior