Who we are looking for

A qualified individual with strong experience in Data Management Operations, Data Analysis, Governance and Controls, in order to strategically implement State Street front to back service model for our clients. You will work with a team of Data subject matter experts and operational teams defining the future operating model, creating test case scenarios, documenting operational controls and procedures supporting service definition, operational readiness and client conversions/transitions to BAU. The successful candidate must have excellent verbal, written and presentation skills; understand global portfolio and investment management, trading and compliance across asset classes along with the associated analytics; and proven ability to liaise between business, implementation, product and technology teams with strong collaboration skills.

Why this role is important to us

The team you will be joining is a part of a global, cross-divisional group supporting State Street AlphaSM. State Street AlphaSM redefines the common definition of ‘alpha’ to mean powering better performance and outcomes at every point on the investment lifecycle and is the first open platform from a single provider that connects the front, middle and back office. It harmonizes data, technology and services across trusted providers to help our clients better manage their businesses. Join us if making your mark in an ever-changing, increasingly complex and competitive industry is a challenge you are up for. This is a key role in implementing and testing the industry’s first ever front-to-back client servicing platform.

What you will be responsible for

• This client facing role will be responsible for planning, overseeing and executing operational implementation and transition onto service management of State Street’s Alpha Data Platform for our clients
• Identifying operational optimization needs, providing recommendations and supporting the implementation process from operational onboarding perspective
• Defining and implementing operational controls and test cases, identifying system and operational gaps, proposing operating model and system development solutions to support client’s transition into BAU
• Partnering with cross-functional teams to define the new front-to-back model for State Street Alpha
• Designing and set up of the operational control framework (OCF) including client requirement gathering, creating OCF business solution document, development and set up of the controls in client test environment as well as end to end testing (internal and client user acceptance testing)
• Ensuring operational process design aligns with client Service Level Agreements and associated KPIs
• Lead workflow and daily/monthly data delivery cycle analysis for testing of current and future state data models and architecture (including usability, end to end data and process verification, back-end database and system validation)
• Assessing system/product capabilities and identifying potential functionality gaps based on client requirements; working with Product Management team to input into design of product functionality
• Defining and creating the Operational Playbook and Client Service Support documentation outlining BAU processes, escalation matrix, client support model in BAU
• Planning and leading the pre-go live conversion activities, client onboarding events and parallel run phases of the project including defining the entry and exit criteria as well as managing the go/no go decision making process with the client
• Monitoring of the OCF controls and checks and scheduled jobs/batch processes during implementation and pre-go live period as well as HyperCare (initial post golive support) as well as the resulting analysis and investigation of any exceptions or job failures
• Input into BAU/operational resource requirements for BAU transition and support activities as well as driving the handover process between implementation and BAU teams internally as well as with the client
• Leading and managing the HyperCare process post client go live and facilitating communication and collaboration between implementation and BAU teams; effectively managing, logging and escalating key production issues /exceptions as well as overseeing their resolution
• Providing regular status updates and supporting HyperCare reporting as required
• Ensuring fund changes/adds/deletes are completed as required and reflected correctly in ADP environments
• Ensuring documentation is provided as to pain points recognized during implementation to highlight where HyperCare focus may be needed during client transition stage

Additional requirement

• Strong hands-on experience in operational, control and governance design in delivery/implementation projects in Financial Services industry
• Experience of working with data management platforms, complex data architecture and performing data validation
• Strong team management experience in operational design / data management / software development projects from an implementation and BAU perspective
• Strong technical skills in data management and operational control design including SQL, Toad
• Experience of client operational onboarding and managing client transitions into BAU and go live processes
• Investment management experience and Charles River (CRD) experience highly desirable
• Experience of integrating with other industry software providers to promote platform interoperability (i.e. Bloomberg PORT, CRD, BRS Aladdin, SimCorp Dimension, Factset, Fidessa Minerva, Eze Software, etc.)
• Client engagement and expectation management across project life cycle
• Strong analytical, reconcilement and organizational skills
• Ability to work in a fast-paced, globally structured and team-based environment, as well as independently while handling multiple tasks
• Strong experience with MS Office (e.g. Visio, Excel and PowerPoint)
• Experience with Microsoft Azure a plus
• Experience in Agile Methodology and Testing tools (i.e. JIRA, Rally, RTC, QC) preferred
• Highly collaborative and flexible. Ability to build effective working relationships with others inside and outside the organization, including leadership
• Knowledge of State Street systems would be beneficial

What we value

• Leadership and ability to bring together teams across different levels and disciplines within the organization
• Strong critical thinking, problem solving, decision making and relationship management skills
• Experience in managing large scale test initiatives for multi-location projects, across multiple business lines and corporate functions
• The Enterprise Culture traits and behaviors – Choose to own it, Break through Silos, Deliver results through integrity, Do Better Every Day, Care for colleagues, clients and community

Education & Preferred Qualifications

• Bachelor’s degree or above.
• Minimum of 8+ (AVP) or 12+ (VP) years of financial industry experience across front office functionality along with middle (IBOR) and back office systems, services and data domains.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

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