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Financial Reporting, Analysis and Planning, VP

State Street Corporation
Boston, USA
Closing date
Jun 2, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Who we are looking for
We employ innovative analytical approaches to develop revenue-focused, actionable insights, including market share, share of wallet, balance of trade, pricing, and benchmarking analytics. Our commitment to innovation, a learning culture, agility, and knowledge management means that we are committed to an in-office apprenticeship model to the maximum extent possible. We use the best tools, including Excel, Tableau, Alteryx, and Python coding to integrate data, apply new algorithms, and deliver new insights through best-in-class visualizations in the firm, based upon the broadest data sets available, including internal and external market and client data sources.

Why this role is important to us
The team you will be leading plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for incisive, cutting-edge solutions that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for
As the Institutional Services Client and Market Intelligence Team Lead, you will
  • Complete Share of Wallet, Global Market Share, and Balance of Trade analyses for State Street's CEO, CFO, COO, Head of Global Services, Head of Global Coverage, Segment Heads, and Global Client Executive 1:1 meetings with our internal clients
  • Prompt and lead initiatives to generate revenue, leveraging team analytics and core competencies in internal and external client/product-relevant data, and analytics rigor
  • Research new analytical products the team can deliver to: Segment Heads, the Head of Global Markets, the Head of Global Clients and Client Executives, the Head of Global Sales and Client Coverage, the Head of Alpha, and/or the Global Product, including all applicable subordinates
  • Perform benchmarking analytics in support of sales deal proposals
  • Lead new projects requested by the CEO, CFO, COO, Head of Corporate Strategy, Global Markets, Global Services, Head of Sales, Global Credit Finance, or others.
  • Advance industrialization of analytics, visualization, and delivery through structuring data, ideally skilled in transformation using Alteryx, and visualization using Tableau .

What we value
These skills will help you succeed in this role
  • Tireless work ethic, keenly analytical, detail oriented, intellectually curious, skilled in working with and partnering teams, and understand how to deliver insights at the executive level, driven to do what is needed for the team to succeed and to deliver actionable analytics
  • Self-driven, capable of independent collaboration with senior constituents to understand and refine deliverables, schedule progress update meetings, and solicit for help when needed in order to ensure success
  • Very strong and versatile Excel analytical skills. Ideally, also very skilled in Alteryx and Tableau
  • Professional curiosity in learning business dynamics from business leads and using that to translate data into insights.
  • Innovative. Responsible. Courageous. Curious. Hard Working. Honest. Respect for people, process, our purpose, and for professional excellence

Education & Preferred Qualifications
  • Undergraduate degree, preferably a BS in Finance, Business, Economics, Engineering, Math, Analytics, or related Management field. MBA or MS in analytical field a plus.

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.

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Salary Range:
$100,000 - $167,500 Annual
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.

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