We Are Looking For

Financial Services

DataAnalytics&Management,AVP

$90–158k Boston, Massachusetts, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Data Analytics & Management, AVP at We Are Looking For. Skills: Agentic AI, Copilot Solutions, Data Science, Finance. Design agent-based workflows. Reason across finance processes”

What You'll Achieve.

Improve insight quality; Improve controls; Improve efficiency; Improve decision-making

Industry & Context.

Financial Services
Problems you'll solve

Analytical skills; Problem-solving skills; Root-cause analysis

What They're Looking For.

Must Have

Bachelor's degree in AI, Data Analytics, Computer Science, Engineering, or a related field, 5-7 years of experience in emerging AI technologies, data science, analytics, automation, Proficiency in SQL, Proficiency in Python

Nice to Have

Financial services experience preferred, PhD preferred, Microsoft Co-pilot Studio knowledge preferred, Microsoft 365 Co-pilot knowledge preferred, Databricks knowledge preferred, Anthropic/Claude knowledge preferred, Power BI/Tableau knowledge preferred, Alteryx knowledge preferred, Microsoft Fabric knowledge preferred, Microsoft Power App knowledge preferred, Microsoft Power Automate knowledge preferred

What You'll Do.

Design agent-based workflows

Reason across finance processes

Execute tasks across finance processes

Implement solutions using LLM copilots

Explain finance narratives

Triage finance exceptions

Analyze finance root-causes

Combine AI reasoning with deterministic logic

Create and refine prompts

Structure outputs for decision-making

Build reusable prompt patterns

Build evaluation approaches

Use analytics and data science methods

Strengthen finance insight

Strengthen finance controls

Identify breaks in data

Identify drivers in data

Identify trends in data

Identify actionable signals

Operationalize AI outputs

Orchestrate AI-driven steps

Surface AI-generated insights

Surface AI-generated exceptions

Surface AI-generated narratives

Understand finance processes end-to-end

Design solutions for finance workflows

Support rollout and adoption

Ensure solutions are explainable

Ensure solutions are auditable

Align solutions with governance expectations

Validate AI outputs against financial data

Monitor quality over time

How You'll Work.

Team & Collaboration

Partner with Finance teams; Partner with Risk teams; Partner with Treasury teams

Communication Scope

Written communication; Verbal communication

Full Job Description

**About the job** The Finance Data and AI Office (DART) delivers trusted data, analytics, and AI enabled solutions across Finance, Risk, and Treasury. This role sits within the Automation, Analytics & AI pillar and focuses on building practical, scalable AI solutions that address real finance challenges end to end—from problem framing and solution design through deployment and adoption. This position provides an excellent opportunity to interact with different business areas across State Street. **Who we are looking for** The ideal candidate combines strong analytical thinking with business curiosity and judgment and can thoughtfully apply the right mix of AI capabilities, agentic approaches, and low‑code/no‑code tools to design integrated, optimized solutions. Success in this role requires the ability to connect technology choices to tangible Finance outcomes—improving insight quality, controls, efficiency, and decision‑making. **What you will be responsible for:** Build Agentic AI & Copilot Solutions for Finance * Design and deliver agent‑based workflows that can plan, reason, and execute tasks across finance processes (with appropriate human oversight and controls). * Implement solutions that use LLM copilots for finance narratives, variance explanations, exception triage, and root‑cause analysis * Combine AI reasoning with deterministic logic (rules, thresholds, accounting constraints, materiality) to ensure reliability in controlled environments Prompt Engineering & Context Design (Finance‑Grade) * Create and refine prompts grounded in finance context (e.g., P&L, cost centers, accounting rules, materiality thresholds) and structure outputs for decision‑making * Build reusable prompt patterns, evaluation approaches, and guardrails to reduce hallucinations and increase consistency Apply Data Science Where It Matters * Use analytics and data science methods (e.g., anomaly detection, classification, forecasting support, explainability) to strengthen finance insight

Free ATS check

Applying for this Data Analytics & Management, AVP role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about We Are Looking For?

Real rants from real employees. Read before you apply.

Read Company Rants →