State Street

Client Data Integration Lead, Vice President

State Street

full-time

Posted on:

Location Type: Office

Location: Quincy • Massachusetts • United States

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Salary

💰 $110,000 - $181,250 per year

Job Level

Senior

About the role

  • Onboarding clients’ middle office services onto State Street platforms and supporting the client and all relevant workstreams throughout the implementation phase.
  • Understanding the firm’s operating model, strategic plans, business, middle office operations processes, and architecture in order to influence design and develop solutions.
  • Articulating business requirements for strategic product enhancement, in line with the overall Alpha vision, and work with the broader team to achieve such innovations in support of Transaction Management.
  • Analyzing large, complex data sets, cleansing, and preparing for configuration/migration to middle office trade processing platform.
  • Creating visualizations/dashboards to aid in analysis and presentations of complex data issues.
  • Building strong relationships with project stakeholders in Program Delivery, Operations, Technology, and Business units that focus on Transaction Management onboarding and servicing.
  • Understanding and managing competing priorities across these groups.
  • Understanding Transaction Management standard data modeling, transaction processing, and product knowledge to facilitate the onboarding process.
  • Working directly with Transaction Management implementation leads to detail and understand trade flows for all in scope financial instruments in support of each Alpha client onboarding project.
  • Assist in identifying gaps in transaction processing and data requirements so they are fully tracked through to the delivery, testing and finally, incorporation into the standard operating model.
  • Supporting assigned projects, onboarding project plans, project timelines, issue logs, conversion approach, post-go-live efforts.
  • Ensure processes are automated wherever possible and continue to look for new transformation opportunities to increase automation and reduce operational risk.
  • Ensures all processes are fully documented from both a set up perspective and a financial services market knowledge SME perspective.
  • Works closely with other Middle Office workstreams to align the Transaction Management operating model, understand dependencies, and collaborate for end to end solutions.

Requirements

  • 5 – 8 years of industry experience with Middle Office trade processing or implementation, analytics and applications
  • BS degree in Business, Finance or similar related topics – Data analysis skills are highly preferred
  • Strong competency in PowerBI, Power Query, MS Co-Pilot or other similar data analysis tools
  • MS Office including MS Excel, MS Word and MS Access
  • Knowledge of Electronic trading platforms including Chares River, Bloomberg, Thinkfolio and other Order Management systems
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data analysisdata cleansingdata visualizationtransaction processingautomationfinancial instrumentsproject managementrequirements gatheringgap analysisstandard operating model
Soft Skills
relationship buildingcommunicationprioritizationcollaborationproblem-solvinginfluencingorganizational skillsstakeholder managementpresentation skillsadaptability