Client Solutions Business Analyst
State Street
IT, Customer Service
Quincy, MA, USA
USD 65k-113,750 / year
Why this job is important to us
- The client solutions team works on a variety of projects related to active deals and strategic initiatives. The team works closely with sales teams and SMEs from both Alpha and CRD to help design solutions for prospects and clients. Historically, the team has also been involved with the deal pricing process and plays a role in sourcing metrics needed for pricing estimation. The team is often pulled in to help on Request for Proposals (RFP’s) for potential new clients and actively supports content creation in the Lexicon database. Additionally, the team supports Alpha demo initiatives and creation of new demo content.
Key Responsibilities
- Solution Design on active Alpha deals – work on entire deal process
- Service Definition support
- Client discovery calls
- Weekly update calls with clients; updating weekly dashboards used during client meetings
- Development of client future state operating model and materials
- RFPs
- Assist in the sourcing of answers and positioning RFP questions related to Alpha services
- Lead collaboration efforts across Alpha Subject Matter Experts (SMEs)
- Demo initiatives
- New video content creation – Alpha demos and presentations highlighting Alpha value prop
- Provide expertise on the Consensus demo tool and support use of the tool for business cases and industry events; liaise with Consensus vendor support team
- Support live client demos
- Metrics Gathering/client reports
- Involves data collection, aggregation and analysis for Alpha clients
- Ad-hoc projects such as the creation of an internal newsletter for use across the global client solutions team, total cost of ownership analysis, etc.
Required Skills
- Understanding of financial markets
- This helps with comprehension of topics discussed during deal solutioning
- Strong communication skills; ability to collaborate cross-functionally to support technical concepts
- There’s a lot of interaction with different solution owners, SMEs, and sometimes clients
- A lot of this role involves listening to how a client’s current process works and their requirements for a future state solution to then determine how to integrate these processes with Alpha and align client requirements to our standard Alpha solution.
- Enthusiasm for learning, an innovative mindset and commitment to career development
- Demonstrated problem solving skills and ability to multi-task, quickly pivot and learn new topics
- Proficiency with Microsoft PowerPoint and Excel
- Highly organized and detail oriented
Learning and Development Opportunity
As a member of the Alpha Client Solutions team, you will have the opportunity to:
- Learn about a variety of topics related to financial markets and cutting edge technology
- Get exposure to and collaborate with a variety of teams, subject matter experts and executives within Alpha across the front office, middle office, back office and data space
- Work directly with prospects and clients
- Further develop communication, problem solving, presentation, data analysis and visualization skills
Salary Range:
$65,000 - $113,750 AnnualThe 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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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.