Private Markets Product Development Lead – Investor Services, Transfer Agency

State Street

Business analyst managing Investor Services product development for Private Markets at State Street. Collaborating cross-functionally and executing development programs to optimize client offerings.

Posted 6/30/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesSenior💰 $80,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading Private Equity development programs, managing agile development processes, and ensuring compliance with industry standards. Proficient in business analysis, project management, and client implementation within the financial services sector.

Highest-signal resume keywords

Private Equity Development ProgramsAgile Development ProcessBusiness AnalysisProject ManagementInvestment Operations

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Requirements GatheringProgram GovernanceStatus TrackingTesting and Roll-OutTransition Planning

Soft Skills

CollaborationCommunicationIssue ResolutionStakeholder Engagement

Industry Keywords

Financial ServicesInvestor ServicesPrivate FundsComplianceBest Practices

About the role

Key responsibilities & impact

Lead and/or perform the execution of specified Private Equity development programs, including partnering with other members of the client facing, product, global delivery (operations) and technology teams.
Help create assigned development plans, manage development execution, coordinate requirements gathering, translating and participating in the agile development process, testing and roll-out of capabilities
Facilitate program governance including compliance with policies, best practices, oversight of issues, risks, audit and compliance items in support of program reporting.
Participate as product owner or assigned role for agile development programs including organizing program, status tracking, execution status meetings, issue escalation/resolution, and communicating status to internal and external stakeholders.
Participate in development of transition plan to migrate new capabilities into our operating model; and addressing the administrative aspects of establishing the product or service offering
Develop a deep understanding of the current technology and operating models within State Street supporting and affecting Private Equity clients.
Collaborate with other teams to share approaches, develop best practices and improve the teams capabilities to successfully execute and deliver new capabilities or better serve clients.
Support annual product assessment, planning and funding prioritization activities as requested by Manager.
Support development of the Private Equity Product roadmap as directed by Manager.

Requirements

What you’ll need

Minimum of 7 years of experience in investment operations, project management, client implementation and/or business analysis.
Experience with business analysis in an agile environment is strongly preferred
Knowledge of products and processes related to the financial services industry, investor services or private funds would be an advantage

Benefits

Comp & perks

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)
eligibility for certain tax advantaged savings plans