North America Portfolio Analyst, Officer
About The Position
We are seeking a highly motivated, client-focused professional with a strong interest in financial markets, investment management, and relationship management. As a Relationship Management Analyst within the North America Asset Manager Portfolio team, you will partner with senior Relationship Managers in supporting a diverse portfolio of asset management clients across North America. This role offers an excellent opportunity to gain exposure to client relationship management, strategic account planning, business development initiatives, and the broad range of solutions State Street provides for investment managers. The successful candidate will play a key role in coordinating client activities, supporting relationship strategies, and ensuring a positive client experience. You will regularly collaborate with teams across Relationship Management, Sales, Product, Operations, Client Service, Legal, and Finance, while developing a strong understanding of State Street's business and the evolving needs of institutional asset managers.
Requirements
- Strong client focus and commitment to delivering exceptional service.
- Intellectual curiosity and a desire to understand the investment management and financial services industries.
- Excellent organizational skills with the ability to manage multiple priorities and deadlines.
- Strong written, verbal, and presentation communication skills.
- Ability to build effective working relationships across teams and levels of the organization.
- Analytical mindset with strong problem-solving and critical-thinking abilities.
- Proactive approach to ownership, accountability, and execution.
- Strong attention to detail and commitment to accuracy.
- Ability to work effectively in a fast-paced, deadline-driven environment.
- Collaborative team player with a global perspective.
- Strong interpersonal and relationship-building skills.
- Ability to communicate effectively with clients and senior internal stakeholders.
- Demonstrated project management and organizational capabilities.
- Ability to work independently while managing competing priorities.
- High level of professionalism, judgment, and attention to detail.
- Willingness to learn, take initiative, and contribute to a high-performing team environment.
Nice To Haves
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field preferred.
- 2-5 years of experience in relationship management support, client service, asset servicing, custody, fund administration, sales support, consulting, or related financial services roles.
- Knowledge of institutional asset management, custody, middle office, fund administration, transfer agency, or related financial services products preferred.
- Experience supporting client meetings, executive presentations, and business initiatives.
- Strong proficiency in Microsoft Excel, PowerPoint, Word, and other Microsoft Office applications.
- Salesforce or CRM experience preferred.
Responsibilities
- Support Relationship Managers in executing client relationship strategies and day-to-day account management activities.
- Coordinate client requests and inquiries by partnering with internal service, product, operations, and support teams to drive timely resolution.
- Assist in the preparation of client presentations, executive briefings, relationship reviews, account plans, and business updates.
- Maintain and update client information within Salesforce and other relationship management systems.
- Support opportunity tracking, revenue reporting, pipeline management, and other management reporting activities.
- Assist with client billing administration, documentation, and collection activities, as needed.
- Coordinate contract management activities, including contract amendments, new service additions, and document management within the Enterprise Contract Management System (ECMS).
- Organize client meetings, due diligence reviews, governance sessions, and other client engagement activities.
- Support responses to client due diligence requests, RFIs, and RFPs.
- Conduct research and analysis on client organizations, industry developments, market trends, and competitive activity.
- Track action items, client commitments, and project deliverables to help ensure successful execution of client initiatives.
- Partner with stakeholders across business units and regions to support client outcomes and strategic objectives.
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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
