Complex Instrument Onboarding Analyst, Assistant Vice President

State Street-posted 9 days ago
$90,000 - $142,500/Yr
Full-time • Mid Level
Quincy, MA
5,001-10,000 employees
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State Street’s Complex Instrument Onboarding team is hiring an Assistant Vice President (AVP) with strong business and data analysis skills. In this role, you will help improve service capabilities and product offerings by leading high-impact, cross-functional projects throughout the project lifecycle, focusing on complex financial instruments. Experience in middle and back-office bank loan operations and collaboration with technical teams to define and implement solutions is essential.

  • Manage onboarding for bank loans and derivatives, including Wall Street Office setup and documentation.
  • Deliver high-priority projects across all phases.
  • Trade File Automation: Coordinate FTP setups and troubleshoot trade blotter and unsettled trades file flows with clients.
  • Gather and document requirements; monitor progress and quality.
  • Support business testing and post-deployment checks.
  • Validate data, reconcile positions, and manage reporting timelines.
  • Lead cross-functional initiatives leveraging deep knowledge of business systems, financial services, and SDLC methodologies, with emphasis on business analysis.
  • Oversee project execution from analysis through implementation, ensuring alignment with business goals.
  • Conduct detailed requirements gathering through stakeholder engagement, user interviews, and issue resolution.
  • Analyze and document current processes, identify gaps, and recommend improvements to drive operational efficiency and compliance.
  • Collaborate with operations, IT, project management, and internal/external system owners to define and implement effective solutions.
  • Translate business needs into clear, actionable requirements and support technical teams through solution development and delivery.
  • Act as a liaison among users, developers, testers, and implementation teams to ensure successful outcomes.
  • Proven experience in Bank Loan processing and trade operations.
  • Bachelor’s degree with a minimum of 5 years’ experience as a Business Analyst or Bank Loan Subject Matter Expert.
  • Proficiency in Microsoft Office tools, particularly Excel, Visio, and PowerPoint.
  • Excellent analytical, problem-solving, and interpersonal skills.
  • Strong verbal and written communication abilities, including experience presenting to stakeholders.
  • Demonstrated ability to manage relationships and collaborate across diverse teams.
  • Strong working knowledge of fixed income products is highly preferred.
  • SQL knowledge is a plus.
  • Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our 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 (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
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