State Street · 2 months ago
Complex Instrument Onboarding Analyst, Assistant Vice President
Quincy, Massachusetts
Full-time
Onsite
Mid, Senior Level
$90K/yr - $142K/yr
5+ years expState Street’s Complex Instrument Onboarding team is hiring an Assistant Vice President (AVP) with strong business and data analysis skills. In this role, you will help improve service capabilities and product offerings by leading high-impact, cross-functional projects throughout the project lifecycle, focusing on complex financial instruments.
BankingFinanceFinancial Services
Responsibilities
Manage onboarding for bank loans and derivatives, including Wall Street Office setup and documentation
Deliver high-priority projects across all phases
Trade File Automation: Coordinate FTP setups and troubleshoot trade blotter and unsettled trades file flows with clients
Gather and document requirements; monitor progress and quality
Support business testing and post-deployment checks
Validate data, reconcile positions, and manage reporting timelines
Lead cross-functional initiatives leveraging deep knowledge of business systems, financial services, and SDLC methodologies, with emphasis on business analysis
Oversee project execution from analysis through implementation, ensuring alignment with business goals
Conduct detailed requirements gathering through stakeholder engagement, user interviews, and issue resolution
Analyze and document current processes, identify gaps, and recommend improvements to drive operational efficiency and compliance
Collaborate with operations, IT, project management, and internal/external system owners to define and implement effective solutions
Translate business needs into clear, actionable requirements and support technical teams through solution development and delivery
Act as a liaison among users, developers, testers, and implementation teams to ensure successful outcomes
Qualification
Required
Proven experience in Bank Loan processing and trade operations
Bachelor's degree with a minimum of 5 years' experience as a Business Analyst or Bank Loan Subject Matter Expert
Proficiency in Microsoft Office tools, particularly Excel, Visio, and PowerPoint
Excellent analytical, problem-solving, and interpersonal skills
Strong verbal and written communication abilities, including experience presenting to stakeholders
Demonstrated ability to manage relationships and collaborate across diverse teams
Preferred
Strong working knowledge of fixed income products is highly preferred
SQL knowledge is a plus
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 (excluding certain sales roles subject to sales incentive plans)
Eligibility for certain tax advantaged savings plans
Flexible work-life support
Paid volunteer days
Vibrant employee networks
Company
State Street
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.05B2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M
Leadership Team
Ronald O'Hanley
Chairman and Chief Executive Officer
R
Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
Recent News
Business Recorder
2026-01-17
Morningstar.com
2026-01-17
Company data provided by crunchbase