Client Data Integration (CDI) Analyst, Senior Associate

State Street•Quincy, MA

4d•$52,000 - $87,880

About The Position

State Street’s Alpha Strategy and Implementation Services team is seeking a professional with expertise in financial services, data analysis, and business systems to support Transaction Management onboarding projects. The Alpha Client Data Integration Analyst helps onboard clients to State Street’s middle office trade processing platform, supporting Alpha Implementation projects under the guidance of a team leader and helping deliver seamless integration and client satisfaction. The role involves managing and understanding client data according to agreed services and operating models, while developing knowledge of middle office trade processing and services. The analyst contributes to client onboarding and implementation work by preparing and analyzing data, helping document trade flows and processes, coordinating with stakeholders across business and technology teams, and tracking requirements, issues, and project progress. The role also supports operational resilience and looks for opportunities to automate processes and reduce operational risk. The position requires 3–5 years of industry experience in middle office trade processing or implementation, analytics, and applications. A bachelor’s degree in Business, Finance, or a related field is preferred, with data analysis specialization highly desirable. Potential, limited travel to alternate sites may be required. The stated annual salary range is $52,000–$87,880, subject to variation based on work location.

Requirements

3–5 years of industry experience with middle office trade processing or implementation, analytics, and applications.
Bachelor of Science degree in Business, Finance, or a similar related field is listed under Education & Preferred Qualifications; data analysis specialization is highly desirable.
Familiarity with financial instruments and asset classes, including Equities, Fixed Income, Derivatives, TBAs, and Repos.
Ability to understand and analyze large, complex data sets.
Competency in PowerBI, Power Query, MS Co-Pilot, or similar data analysis tools.
Proficiency in Microsoft Office, including Excel, Word, and Access.
Ability to interpret client requirements and convert them into State Street-specific data configuration tasks.
Strong communication, problem-solving, analytical, attention-to-detail, and organizational skills.
Ability to troubleshoot independently and assemble supporting evidence.
Ability to organize and prioritize work.

Nice To Haves

Experience creating visual dashboards using Microsoft PowerBI.
Proficiency in Power Query for data transformation, cleansing, preparation, and integration from various sources and formats.
Experience analyzing large data sets with Microsoft Co-Pilot is preferred.
Data analysis specialization in a relevant degree.
Some knowledge of electronic trading platforms such as Charles River, Bloomberg, Thinkfolio, and other Order Management systems.

Responsibilities

Assist with onboarding clients’ middle office services onto State Street platforms and support clients and relevant workstreams during implementation.
Learn the firm’s operating model, strategic plans, business, middle office operations processes, and architecture to contribute to solution development.
Help gather and communicate business requirements for product enhancements aligned with the Alpha vision and support Transaction Management team efforts.
Review and prepare large data sets for configuration and migration to the middle office trade processing platform, and help create visualizations or dashboards for analysis and presentations.
Collaborate with stakeholders in Program Delivery, Operations, Technology, and Business units involved in Transaction Management onboarding and servicing.
Develop familiarity with Transaction Management data modeling, transaction processing, and product knowledge to assist with onboarding.
Support implementation leads by documenting and understanding trade flows for financial instruments in Alpha client onboarding projects.
Help identify and track transaction processing and data requirement gaps through delivery, testing, and integration into the operating model.
Support project tasks, including maintaining onboarding plans, tracking timelines and issues, assisting with conversion approaches, and contributing to post-go-live efforts.
Identify process automation opportunities and support efforts to reduce operational risk through increased automation.
Assist with documenting processes from setup and financial services market perspectives.
Work with other Middle Office workstreams to align the Transaction Management operating model, understand dependencies, and contribute to collaborative solutions.

Benefits

401(k) retirement savings plan with company match.
Basic life, medical, dental, vision, long-term disability, and optional insurance coverage.
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, with certain sales-role exclusions.
Eligibility for certain tax-advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Employee networks.