Data Analytics & Management, AVP

State Street•Boston, MA

3d•$90,000 - $157,500

About The Position

The Finance Data and AI Office (DART) delivers trusted data, analytics, and AI-enabled solutions across Finance, Risk, and Treasury. This position is part of the Automation, Analytics & AI pillar and focuses on building practical, scalable AI solutions for finance challenges from initial problem framing and solution design through deployment and adoption. The role works with business areas across State Street and connects technology decisions to finance outcomes, including improved insight quality, controls, efficiency, and decision-making. The role designs agent-based workflows and finance copilot solutions, applies finance-grounded prompt engineering and data science, and operationalizes AI through low-code and no-code platforms. It partners with Finance, Risk, and Treasury teams to integrate solutions into end-to-end workflows and supports adoption through documentation, training, and feedback-driven iteration. Solutions are expected to be explainable, auditable, governed appropriately, validated against financial data and business logic, and monitored over time.

Requirements

Bachelor’s degree in AI, Data Analytics, Computer Science, Engineering, or a related field.
5–7 years of experience in emerging AI technologies, data science, analytics, or automation; financial services experience is preferred.
Strong analytical and problem-solving skills.
Experience working with large, complex datasets.
Proficiency in SQL and Python.
Knowledge of data warehousing, data modelling, and ETL design.
Experience with data visualization tools such as Power BI, Tableau, or similar.
Exposure to automation tools such as low-code platforms, RPA, or workflow tools.
Understanding of Finance, Risk, and/or Treasury business processes.
Strong written and verbal communication skills.

Nice To Haves

Knowledge of Microsoft Copilot Studio.
Knowledge of Microsoft 365 Copilot.
Knowledge of Databricks.
Knowledge of Anthropic/Claude.
Knowledge of Power BI or Tableau.
Knowledge of Alteryx.
Knowledge of Microsoft Fabric.
Knowledge of Microsoft Power Apps.
Knowledge of Microsoft Power Automate.

Responsibilities

Design and deliver agent-based workflows that plan, reason, and execute tasks across finance processes, with appropriate human oversight and controls.
Implement LLM copilot solutions for finance narratives, variance explanations, exception triage, and root-cause analysis.
Combine AI reasoning with deterministic rules, thresholds, accounting constraints, and materiality requirements to ensure reliability in controlled environments.
Create and refine finance-grounded prompts and structure outputs for decision-making.
Build reusable prompt patterns, evaluation approaches, and guardrails to reduce hallucinations and improve consistency.
Apply analytics and data science methods, such as anomaly detection, classification, forecasting support, and explainability, to strengthen finance insight and controls.
Analyze large, complex datasets to identify breaks, drivers, trends, and actionable signals relevant to Finance operations and reporting.
Use low-code and no-code tools to operationalize AI outputs in finance workflows, orchestrate AI-driven and rules-based steps, and surface insights, exceptions, and narratives to end users.
Determine when low-code solutions are sufficient and when custom logic or data science is required.
Partner with Finance, Risk, and Treasury teams to understand processes end to end and design solutions that fit the work being done.
Support rollout and adoption through documentation, training, and iteration based on user feedback.
Ensure solutions are explainable, auditable, and aligned with governance expectations.
Validate AI outputs against financial data and business logic and design monitoring to maintain quality over time.

Benefits

Retirement savings plan (401K) 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.
Incentive compensation, including eligibility for annual performance-based awards, excluding certain sales roles subject to sales incentive plans.
Eligibility for certain tax-advantaged savings plans.
Flexible Work Programs.
Development programs and educational support.
Paid volunteer days.
Matching gift programs.
Employee networks.