State Street
Financial Services
ClientDataIntegration(CDI)Analyst,Officer
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Data Integration (CDI) Analyst, Officer at State Street. Skills: Financial services, Data analysis, Business systems, Middle office trade processing, Client onboarding. Onboarding clients to State Street's middle office trade processing platform. Managing and comprehending client data in accordance with agreed-upon services and operating models”
What You'll Achieve.
Ensuring seamless integration and optimal client satisfaction; Contributing to the success of our implementation initiatives; Pursue innovative, efficient, and scalable solutions; Supporting operational resilience; Executing daily responsibilities effectively; Reducing operational risk by increasing automation
Industry & Context.
Problem-solving; Troubleshooting independently and assembling supporting evidence
Potential to travel to alternate sites for specific projects may be required, but fairly limited.
What They're Looking For.
Must Have
3 – 5 years of industry experience with Middle Office trade processing or implementation, analytics and applications, BS degree in Business, Finance or similar related topics, Competency in PowerBI, Power Query, MS Co-Pilot or other similar data analysis tools., MS Office including MS Excel, MS Access
Nice to Have
Data analysis specialization highly desirable., Experience analyzing large data sets with Microsoft Co-Pilot is preferred., Some knowledge of Electronic trading platforms including Chares River, Bloomberg, Thinkfolio and other Order Management systems.
What You'll Do.
Onboarding clients to State Street's middle office trade processing platform
Managing and comprehending client data in accordance with agreed-upon services and operating models
Assisting with onboarding clients’ middle office services onto State Street platforms
Providing support to the client and relevant workstreams during the implementation phase
Gathering and communicating business requirements for product enhancements
Reviewing and preparing large data sets for configuration and migration to the middle office trade processing platform
Creating basic visualizations or dashboards to support analysis and presentations
Becoming familiar with Transaction Management standard data modeling
transaction processing
and product knowledge
Documenting and understanding trade flows for various financial instruments
Identifying and tracking gaps in transaction processing and data requirements
Maintaining onboarding project plans
Tracking project timelines and issues
Assisting with conversion approaches
Helping with post-go-live efforts
Identifying opportunities to automate processes
Supporting efforts to reduce operational risk by increasing automation
Documenting processes from both a setup perspective and a general financial services market perspective
Aligning the Transaction Management operating model
Understanding dependencies
Contributing to collaborative solutions
How You'll Work.
Team & Collaboration
Collaborating with project stakeholders in Program Delivery, Operations, Technology, and Business units involved in Transaction Management onboarding and servicing; Working with other Middle Office workstreams
Communication Scope
Communication; Communicating business requirements
Process & Methodology
Supporting project tasks such as maintaining onboarding project plans, tracking project timelines and issues, assisting with conversion approaches, and helping with post-go-live efforts.
Full Job Description
**Who we are looking for** State Street’s Global Delivery Transaction Management Implementation team is seeking a skilled professional with expertise in financial services, data analysis, and business systems to support our Transaction Management onboarding projects. As an Alpha Client Data Integration Analyst, you will play a key role in onboarding clients to State Street's middle office trade processing platform. Under the guidance of a team leader, you will assist with Alpha Implementation projects, ensuring seamless integration and optimal client satisfaction. Your responsibilities will include managing and comprehending client data in accordance with agreed-upon services and operating models, thereby contributing to the success of our implementation initiatives. **Why this role is important to us** Institutional investors worldwide depend on our expertise to manage risk, address challenges, and enhance performance and profitability. The team you will join is essential to the success of the Alpha and Global Delivery client onboarding and implementations organization. In this position, you will pursue innovative, efficient, and scalable solutions, while supporting operational resilience and executing daily responsibilities effectively. Ideal candidates demonstrate a willingness to develop their understanding of middle office trade processing and services. We are committed to fostering long-term professional growth and cultivating talent for the Alpha implementation team. We invite you to contribute to the financial services industry and progress your career with us. **What you will be responsible for** As an Alpha Client Data Integration specialist, your responsibilities will include: * Assisting with onboarding clients’ middle office services onto State Street platforms and providing support to the client and relevant workstreams during the implementation phase. * Learning about the firm’s operating model, strategic plans, business, middle office operations proc
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