Alpha Client Implementation, AVP (Finance)
Duties and responsibilities:
The individual will support and coordinate Alpha E2E and middle office activities, for Security Master (SMF) and Data Management tasks. This leadership role involves engaging with the client to scope requirements, facilitating and reviewing conversion extracts, configuring environments, and organizing key SMF events for conversion (such as dry runs, dress rehearsals, and go-live). The individual will ensure a smooth transition to BAU while collaborating across various business units. Additionally, they will be responsible for coordinating activities among multiple stakeholders across different time zones.
Specific duties include:
- Works with Product SME's and the Conversion team to coordinate and drive the deliverables of conversion planning and testing in order to meet the milestones;
- Leads delivery of data mapping specifications to show the security master flow from legacy systems to the in-house system using existing functionality and processes;
- Drives reference data management lifecycle and methodology including requirements analysis, solution design, client acceptance, timeline creation, implementation, testing, and SMF maintenance;
- Acts as the E2E data management SME across the platform and helps drives clients discussions for solutioning, issues management and delivery across the project lifecycle
- Supports all conversion events which includes some weekend activity and off hours;
- Serves as client facing contact for all conversation related activity with client and internal business units; and
- Serves as a subject matter expert speaking to details as required while managing multiple processes.
- Lead and drives execution of standard and bespoke client requirement.
- Provides solutioning and decision support in partnership with the client and internal conversion teams.
- Occasional travel required for client or global team onsite visits
- Bachelor's Degree in Finance, Accounting, Business Administration/Management or related field; plus
- 7-10 years of relevant financial industry experience
- Master's Degree in Finance, Accounting, Business Administration/Management or related field; is a plus but not required.
- Demonstrated high Level knowledge or experience in Capital markets including Middle Office, Securities Master, Bank Loans, IBOR / ABOR.
- Demonstrated excellent Communication Skills with ability to effectively run meetings and collaborate across teams and functions;
- Demonstrated intermediate to high level of skill in team management
- Proven ability to work in a high paced environment, be flexible, follow tight deadlines, organize, and prioritize work;
- Working knowledge of data quality measures across referential, completeness, tolerance, index and business driven data qualitative and quantitative measures
- Solid ability to proactively identify potential issues and drive resolution;
- Experience owning initiatives / projects related to Middle Office Client Onboarding;
- Proven intermediate Microsoft Word, Excel, Visio, PowerPoint, SharePoint and Access skills, as well as Microsoft Project, JIRA or other project management software experience; and
- Solid understanding of Data Warehouses and Databases including SQL.
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
Salary Range:
$100,000 - $160,000 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.
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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