Who we are looking for

State Street’s Alpha Transaction Management team is seeking a skilled professional with a robust background in financial services, advanced data analysis capabilities, and deep expertise in business systems to drive the development and support of transaction management offerings. In the Alpha Client Data Integration VP position, the successful candidate will be responsible for leading client onboarding onto State Street’s test and production environments, executing a wide range of tasks critical to supporting Alpha Implementation projects. This includes comprehensive management and interpretation of client data according to the defined scope of services and operating models within the Middle Office Transaction Management domain, guaranteeing all data and processes align with the established Operating Model.

A key requirement for this role is recognized subject matter expertise in all aspects of Transaction Management processes within the middle office, empowering the incumbent to identify and pursue transformation opportunities throughout the organization. To effectively drive such transformation, the ideal candidate must demonstrate superior proficiency in Middle Office Transaction Management data and trade processing operating models. Candidates must exhibit advanced skills in analyzing complex business and financial services data, with proven experience in gathering functional requirements, thorough documentation, and precise data mapping. Outstanding verbal, written, and presentation abilities are essential, as is a demonstrated capacity to bridge communication between business, implementation, and technology teams. Strong collaboration skills are a must to ensure seamless teamwork and project success.

Why this role is important to us

Institutional investors around the world count on us to expertly manage risk, tackle challenges, and drive outstanding performance and profitability. By joining this team, you will play a crucial role in the success of the Alpha and Global Delivery client onboarding and implementations organization. This position offers you the opportunity to showcase your strong skills, demonstrate your excellent potential for growth, and make significant contributions to the team’s success. You will pursue innovative, scalable solutions, build resilience, and consistently deliver exceptional results each day. Join us and leverage your talents to make a lasting impact in the financial services industry from day one.

What you will be responsible for

As a Alpha Client Data Integration specialist you will be responsible for:

• 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.

What we value

These skills will help you succeed in this role

• Strong knowledge of financial instruments and asset classes such as Equities, Fixed Income, Derivatives, and structured products such as TBAs, and Repos.
• Strong understanding of the Transaction Management Middle Office services and operating models. Subject matter expertise of standard financial services static data as it applies to middle office trade processing.
• 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 ad XML and SWIFT, is highly desirable and valuable.
• A proven history of understanding and analyzing complex client use cases, large data sets, and ability to create visual dashboards using tools such as Microsoft PowerBI. Expertise in Power Query for data transformation, cleansing, preparation, and integrations from multiple sources and formats.
• Ability to analyze large data setup using Microsoft Co-Pilot is highly desirable.
• Ability to interpret client requirements and translate those requirements into State Street specific data configuration tasks.
• Exceptional communication, problem solving, and analytical skills. Attention to detail and organization – able to independently troubleshoot and gather supporting evidence.
• Ability to work on multiple projects concurrently and prioritize work accordingly.

• Education & Preferred Qualifications

• 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 – 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.
• Additional requirements

• Potential to travel to alternate sites for specific projects may be required, but fairly limited.

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: 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); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

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.

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