About The Position

This is a great opportunity to gain experience in the sales and relationship management process at State Street, understand our business procedures, learn about the segments we sell into and support, and be a part of the Americas, APAC and EMEA team responsible for revenue growth at State Street. Our department offers the unique blend of a boutique sized, high energy team within a large, global, financial services industry leader. As the Business Analyst Co-op, you will be part of both the Sales and Relationship Management teams, giving you a glimpse into our organization from a profitability standpoint. You will be able to see deals from prospecting to contacting and get a full understanding of how State Street (STT) interacts and solutions with clients. You will work alongside sales and relationship management teams as they prepare bids, proposals and presentations. This Co-Op also provides an excellent foundation to anyone who is interested in learning how a client-facing organization operates. State Street is a great place to gain experience and broaden your knowledge of what full-service custodians offer to clients. This role will be a combination of routine responsibilities and longer-term projects, which will vary with each co-op.

Requirements

  • Strong research and organizational skills
  • Strong interpersonal skills to work with various cross- division teams
  • Able to take ownership and initiative of various projects at any given time and monitor status of each one.
  • Interest in learning about the industry, sales process, sales enablement, and client relationships at State Street.
  • Proficiency with the Microsoft Office Suite – strong Excel skills (formulas, pivot tables, data visualization) and familiarity with PowerPoint.
  • Ability to analyze and manage large data sets.
  • Familiarity with Salesforce and creating reports and dashboards will be helpful
  • Willingness to learn new technologies and systems for project work.
  • Excellent time management and flexibility with daily tasks.
  • Attention to detail.
  • Currently enrolled in Bachelors in Finance, Economics, liberal arts

Responsibilities

  • Manage various projects at the same time and be able to report on the status of each of them when needed.
  • Projects can be global in scope and may involve: Technology/demos, Presentation materials for client meetings, Summaries and executive reports on prospects and competitors, Marketing, product research, monitoring competitive firms and their products, etc., Risk and compliance initiatives, Internal and external events.
  • Analyze processes, work with subject matter experts, draft edits or create new procedural documents and work with management team to finalize and roll the out to the teams.
  • Analyze and load data to our systems in an accurate and time efficient way – leveraging tools in Excel such as V-Lookup, Index/Match, Pivot Tables.
  • Work directly with salespeople on pricing, revenue and deal analysis
  • Exposure to Salesforce on a daily basis (Create and update account information, business analysis that will help support executives’ decision making)
  • Exposure to Prequin on a daily basis (Access market and account information, business analysis that will help identify growth names, asset classes and geographies)
  • Participate in the hiring of new co-ops including evaluation of resumes, interviews, training, creating procedures and guideline documents, creation of video training series, and more.
  • Produce a weekly pipeline on Global Alt and Private Market deals

Benefits

  • competitive and comprehensive benefits packages
  • generous medical care
  • insurance
  • savings plans
  • flexible Work Programs
  • wealth of development programs
  • educational support
  • paid volunteer days
  • matching gift programs
  • access to employee networks
  • 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)
  • eligibility for certain tax advantaged savings plans
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