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State Street · 1 month ago

State Street Alpha Client Data Integration (CDI) Manager, Vice President

Boston, Massachusetts

Full-time

Onsite

Senior Level, Lead/Staff

$115K/yr - $190K/yr

10+ years exp

State Street is a leading financial services company focused on managing risk and driving performance for institutional investors. The Alpha Client Data Integration VP will lead client onboarding onto State Street’s platforms and manage transaction management processes, ensuring data alignment with operating models.

BankingFinanceFinancial Services

Responsibilities

Drive the delivery of cross-operations, high priority projects across all typical project phases

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

Works closely with other Middle Office workstreams to align the Transaction Management operating model, understand dependencies, and collaborate for end to end solutions

Ensure processes are automated wherever possible and continue to look for new transformation opportunities to increase automation and reduce operational risk

Provide guidance and mentorship to junior team members while managing a team of full-time employees and contractors. Oversee their work to ensure high standards and successful project outcomes

Qualification

Middle Office Transaction ManagementData AnalysisClient OnboardingFinancial Instruments KnowledgePowerBIPower QueryData MappingCommunication SkillsProblem SolvingCollaboration Skills

Required

Robust background in financial services

Advanced data analysis capabilities

Deep expertise in business systems

Recognized subject matter expertise in all aspects of Transaction Management processes within the middle office

Superior proficiency in Middle Office Transaction Management data and trade processing operating models

Advanced skills in analyzing complex business and financial services data

Proven experience in gathering functional requirements, thorough documentation, and precise data mapping

Outstanding verbal, written, and presentation abilities

Demonstrated capacity to bridge communication between business, implementation, and technology teams

Strong collaboration skills

Drive the delivery of cross-operations, high priority projects across all typical project phases

Onboarding clients' middle office services onto State Street platforms

Understanding the firm's operating model, strategic plans, business, middle office operations processes, and architecture

Articulating business requirements for strategic product enhancement

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

Understanding Transaction Management standard data modeling, transaction processing, and product knowledge

Working directly with Transaction Management implementation leads to detail and understand trade flows

Assist in identifying gaps in transaction processing and data requirements

Works closely with other Middle Office workstreams to align the Transaction Management operating model

Ensure processes are automated wherever possible

Provide guidance and mentorship to junior team members while managing a team of full-time employees and contractors

10 – 12 years of industry experience with Middle Office trade processing or implementation, analytics and applications

BS degree in Business, Finance or similar related topics

Strong competency in PowerBI, Power Query, MS Co-Pilot or other similar data analysis tools

Knowledge of Electronic trading platforms including Chares River, Bloomberg, Thinkfolio and other Order Management systems

Preferred

Strong understanding and prior experience with industry utilities such as DTCC CTM, DTCC Alert, FX Connect, other Middle Office vendor applications and messaging protocols such as XML and SWIFT, is highly desirable and valuable

Ability to analyze large data setup using Microsoft Co-Pilot is highly desirable

Data analysis skills are highly preferred