Client Solutions Business Analyst

State StreetQuincy, MA
$65,000 - $113,750

About The Position

The client solutions team works on a variety of projects related to active deals and strategic initiatives. The team works closely with sales teams and SMEs from both Alpha and CRD to help design solutions for prospects and clients. Historically, the team has also been involved with the deal pricing process and plays a role in sourcing metrics needed for pricing estimation. The team is often pulled in to help on Request for Proposals (RFP’s) for potential new clients and actively supports content creation in the Lexicon database. Additionally, the team supports Alpha demo initiatives and creation of new demo content.

Requirements

  • Understanding of financial markets
  • Strong communication skills; ability to collaborate cross-functionally to support technical concepts
  • Demonstrated problem solving skills and ability to multi-task, quickly pivot and learn new topics
  • Proficiency with Microsoft PowerPoint and Excel
  • Highly organized and detail oriented

Nice To Haves

  • Enthusiasm for learning, an innovative mindset and commitment to career development

Responsibilities

  • Solution Design on active Alpha deals – work on entire deal process
  • Service Definition support
  • Client discovery calls
  • Weekly update calls with clients; updating weekly dashboards used during client meetings
  • Development of client future state operating model and materials
  • RFPs: Assist in the sourcing of answers and positioning RFP questions related to Alpha services
  • Lead collaboration efforts across Alpha Subject Matter Experts (SMEs)
  • Demo initiatives: New video content creation – Alpha demos and presentations highlighting Alpha value prop
  • Provide expertise on the Consensus demo tool and support use of the tool for business cases and industry events; liaise with Consensus vendor support team
  • Support live client demos
  • Metrics Gathering/client reports: Involves data collection, aggregation and analysis for Alpha clients
  • Ad-hoc projects such as the creation of an internal newsletter for use across the global client solutions team, total cost of ownership analysis, etc.

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
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