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

State Street • Quincy, MA

2d

About The Position

State Street Investment Management is seeking a Client Contracting Analyst to support North America client contracting activities. The role coordinates and delivers end-to-end contracting processes for institutional clients, including 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 alignment with legal, regulatory, and business requirements.

Situated within the Client Coverage Group, the position partners with Distribution, Relationship Management, Transition Management, Legal, Compliance, Risk, Operations, and technology teams. It supports North America processes aligned with global standards while accounting for regional regulatory frameworks, client requirements, and equity, fixed income, and Transition Management product structures. The role has particular emphasis on front-to-back execution, product-specific documentation, and time-sensitive Transition Management events where speed, accuracy, and risk oversight are critical.

The analyst coordinates agreement lifecycle milestones and documentation production, review, approval, execution, and archival. The role provides first-level contract analysis, supports negotiations and legal documentation review, maintains audit-ready records, escalates non-standard terms and risks, and contributes to improvements in templates, clause libraries, workflows, and digital contracting solutions. The position helps ensure contractual integrity, mitigate risk, and enable client onboarding and transition execution across North America.

Requirements

• Bachelor’s degree required.
• 8+ years of experience in financial services, investment management, legal, or contracting roles.
• Experience supporting legal documentation review and contract drafting required.
• 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 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.

Nice To Haves

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

Responsibilities

• Coordinate and execute end-to-end client contracting for IMAs, guidelines, amendments, and Transition Management agreements.
• Manage contract lifecycle milestones in alignment with onboarding schedules and time-sensitive Transition Management events.
• Ensure contractual documentation is produced, reviewed, approved, executed, and archived on time.
• Support Transition Management engagements through expedited agreement preparation, review coordination, and execution readiness.
• Ensure documentation reflects trade execution requirements, fiduciary responsibilities, and client-specific mandates.
• Coordinate with Transition Management, Legal, and Operations to align contractual readiness with event-driven timelines.
• Assist with risk considerations related to Transition Management, including short timelines, high-value trades, and operational dependencies.
• Perform first-level contract analysis, identify key legal and commercial provisions, deviations from standard templates, and potential risks.
• Apply paralegal practices to contract review, clause interpretation, documentation accuracy, and version control.
• Support Legal teams by consolidating negotiation comments, tracking changes, and incorporating approved terms.
• 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 policies and regulatory expectations.
• Identify potential risks or process gaps and escalate them in line with governance standards.
• Coordinate between Client Coverage, Transition Management, Legal, Compliance, and Operations.
• 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 involving automation, scalability, and digital contracting solutions.

Benefits

• 401(k) retirement savings plan with company match.
• Basic life insurance, medical insurance, dental insurance, vision insurance, long-term disability coverage, and optional additional insurance coverages.
• Paid time off, including vacation, sick leave, short-term disability, and leave for 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, and employee networks.

What This Job Offers

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