Client Implementation Data Integration Analyst, Officer
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, working under the guidance of a team leader to support implementation projects and client satisfaction. The role involves managing and understanding client data in line with agreed services and operating models. The analyst contributes to client onboarding and implementation work by learning the firm’s operating model, middle office operations, processes, and architecture; preparing and reviewing data for configuration and migration; documenting trade flows and processes; and helping identify transaction-processing and data-requirement gaps. The role collaborates with Program Delivery, Operations, Technology, Business, and other Middle Office workstreams to support delivery, testing, integration, and post-go-live activities. It also supports process automation and operational-risk reduction. The position offers an opportunity to develop knowledge of middle office trade processing and services and contribute to scalable implementation solutions. Limited travel to alternate sites may be required for specific projects.
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.
- Competency in Power BI, Power Query, MS Co-Pilot, or similar data-analysis tools.
- Working knowledge of Microsoft Office, including Excel, Word, and Access.
- Interest in developing knowledge of middle office operations and the financial-services sector.
- Familiarity with financial instruments and asset classes, including Equities, Fixed Income, Derivatives, TBAs, and Repos.
- Ability to understand and analyze large, complex data sets.
- Proficiency in Power Query for data transformation, cleansing, preparation, and integration from various sources and formats.
- Ability to interpret client requirements and translate them into State Street-specific data-configuration tasks.
- Communication, problem-solving, analytical, organizational, and prioritization skills, with attention to detail.
- Ability to troubleshoot independently and assemble supporting evidence.
Nice To Haves
- Data-analysis specialization in a relevant degree.
- Experience analyzing large data sets with Microsoft Co-Pilot.
- 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 the broader Transaction Management team.
- Review and prepare large data sets for configuration and migration to the middle office trade processing platform; 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.
- Become familiar with Transaction Management standard data modeling, transaction processing, and product knowledge to assist with onboarding.
- Support implementation leads by documenting and understanding trade flows for various financial instruments during 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 such as maintaining onboarding project plans, tracking timelines and issues, assisting with conversion approaches, and supporting post-go-live efforts.
- Identify process-automation opportunities and support efforts to reduce operational risk through increased automation.
- Help document processes from setup and general 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.
- 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, subject to stated exclusions.
- Eligibility for certain tax-advantaged savings plans.
- Inclusive development opportunities.
- Flexible work-life support.
- Paid volunteer days.
- Employee networks.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
