Business and Data Analyst - AVP Business and Data Analyst - AVP Apply locations Boston, Massachusetts time type Full time posted on Posted 9 Days Ago time left to apply End Date: February 28, 2025 (13 days left to apply) job requisition id R-762145 Who we are looking for The Data Operations and Solutions Team (DOST) serves as a techno-functional team that drives data related projects and the overall data strategy for Finance. DOST owns key data aggregators that support numerous downstream processes across both Risk and Finance, drives data solutions to ensure consistent use of authoritative sources of data, and implements effective governance and controls for management of data across the data supply chain. Lastly, the team represents Finance in Enterprise Data Governance initiatives and forums; provides oversight over data governance in Finance. This role will join a group of Business and Data Analysts within DOST that will cover the following areas: Data projects in Finance and Treasury (FP&A, Accounting and Regulatory Reporting) This role will provide extensive visibility to senior leaders and thus require experience across numerous functions such as Front Office Teams, Risk, Regulatory Reporting, Accounting and Controllers, namely in how business activities generate data requirements and needs. It is the role of DOST to guide Finance and Treasury teams to the appropriate strategic data solution and to leverage existing capabilities and authoritative sources where possible. What we value The following are skills/experience the individual must possess: Assess complex business problems and formulate data solutions Serve as a liaison between business users and various development teams Document project requirements using clear, concise language, consistent with the appropriate methodologies Run meetings/workshops to explain and walk through business needs - assist in translating into business requirements Define and deliver test strategy, plans, and acceptance criteria Lead data projects from start to finish with ownership of the work plan, resourcing, issue/risk management. Ability to translate data solutions to executable steps and requirements Utilize BI tools to assess complex data problems and prepare prototype solutions Identify and understand relationships among problems, issues, and data. Prepare top notch PowerPoints that translate complex data projects and problems into execute storyline Responsible for problem solving and issue resolution Must be able to work under minimal direction Lead and train talent Lead operational activities that drive adherence to our operating culture - resource growth and development, inclusivity and diversity in our workforce and acceptance of differences across our workforce, standardized processes that help drive operational effectiveness and enabling a workplace that is viewed as best-in-class across State Street. Education & Preferred Qualifications 5+ years of experience in working with finance or in the financial service industry Expertise in business analysis, data analysis, data operations or other related fields Bachelor's Degree in technology, finance, business or equivalent, MBA preferred Knowledge of balance sheet financial products Knowledge of SDLC and Project Management methodologies Knowledge of data warehousing, data mart, database design, ETL, and BI tools Attention to detail and problem solving a must Excellent system and functional testing capabilities Excellent (clear and concise) verbal and written communication and presentation skills Proven ability to work cooperatively and effectively with business and systems personnel Experience with Microsoft Office tools Word, Excel, Project, and Visio is required Strong collaboration and partnership behavior with a bias toward action. Proficiency with SQL and Business Intelligence tools (Spotfire, Power BI and Tableau) is a must Experience with Data Virtualization tools (TIBCO Virtualization / CISCO Information Server) is preferred Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. 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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs 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 perspectives 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 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 programs 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. Salary Range: $80,000 - $132,500 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. 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.
Feb 21, 2025
Full time
Business and Data Analyst - AVP Business and Data Analyst - AVP Apply locations Boston, Massachusetts time type Full time posted on Posted 9 Days Ago time left to apply End Date: February 28, 2025 (13 days left to apply) job requisition id R-762145 Who we are looking for The Data Operations and Solutions Team (DOST) serves as a techno-functional team that drives data related projects and the overall data strategy for Finance. DOST owns key data aggregators that support numerous downstream processes across both Risk and Finance, drives data solutions to ensure consistent use of authoritative sources of data, and implements effective governance and controls for management of data across the data supply chain. Lastly, the team represents Finance in Enterprise Data Governance initiatives and forums; provides oversight over data governance in Finance. This role will join a group of Business and Data Analysts within DOST that will cover the following areas: Data projects in Finance and Treasury (FP&A, Accounting and Regulatory Reporting) This role will provide extensive visibility to senior leaders and thus require experience across numerous functions such as Front Office Teams, Risk, Regulatory Reporting, Accounting and Controllers, namely in how business activities generate data requirements and needs. It is the role of DOST to guide Finance and Treasury teams to the appropriate strategic data solution and to leverage existing capabilities and authoritative sources where possible. What we value The following are skills/experience the individual must possess: Assess complex business problems and formulate data solutions Serve as a liaison between business users and various development teams Document project requirements using clear, concise language, consistent with the appropriate methodologies Run meetings/workshops to explain and walk through business needs - assist in translating into business requirements Define and deliver test strategy, plans, and acceptance criteria Lead data projects from start to finish with ownership of the work plan, resourcing, issue/risk management. Ability to translate data solutions to executable steps and requirements Utilize BI tools to assess complex data problems and prepare prototype solutions Identify and understand relationships among problems, issues, and data. Prepare top notch PowerPoints that translate complex data projects and problems into execute storyline Responsible for problem solving and issue resolution Must be able to work under minimal direction Lead and train talent Lead operational activities that drive adherence to our operating culture - resource growth and development, inclusivity and diversity in our workforce and acceptance of differences across our workforce, standardized processes that help drive operational effectiveness and enabling a workplace that is viewed as best-in-class across State Street. Education & Preferred Qualifications 5+ years of experience in working with finance or in the financial service industry Expertise in business analysis, data analysis, data operations or other related fields Bachelor's Degree in technology, finance, business or equivalent, MBA preferred Knowledge of balance sheet financial products Knowledge of SDLC and Project Management methodologies Knowledge of data warehousing, data mart, database design, ETL, and BI tools Attention to detail and problem solving a must Excellent system and functional testing capabilities Excellent (clear and concise) verbal and written communication and presentation skills Proven ability to work cooperatively and effectively with business and systems personnel Experience with Microsoft Office tools Word, Excel, Project, and Visio is required Strong collaboration and partnership behavior with a bias toward action. Proficiency with SQL and Business Intelligence tools (Spotfire, Power BI and Tableau) is a must Experience with Data Virtualization tools (TIBCO Virtualization / CISCO Information Server) is preferred Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. 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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs 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 perspectives 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 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 programs 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. Salary Range: $80,000 - $132,500 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. 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.
Job Description Global Custody Product Development Data Analyst - AVP The Product organization is recruiting a data analyst supporting the Data Management lead globally. The individual will partner with the Product team, Global Delivery (operations), and Technology to execute on the custody data strategy particularly focused on cloud native data platform, custody logical data model, data channels, and data insight progression of analysis, visualization, and prediction, in alignment with Custody product's strategic objective to strengthen State Street's position in the Asset Servicing industry. State Street's product organisation is leading an exciting period of transformation for the business and requires experienced leaders to take the business forward. The role will initiate and support the design and development of solutions closing identified data gaps in alignment with the strategy to build a data driven operating model. Function As an experienced data analyst, you will work with the data practice lead to effectively execute on the overall strategic agenda described above. The role reports to the product development data management lead. The role requires you to be proactively involved in the assessment of available market intelligence (trends, innovations, standards, and tools) and stakeholder feedback (clients and coverage/product management) to support the evolution of the custody business data needs. Responsibilities Execute on the strategy to build a data driven operating model partnering with technology, office of architecture, operations, and enterprise data management covering: Data governance and quality Logical data modeling based on ISO20022 standards to be aligned with the custody operating model Data channels - Lead design and support of SDLC as Product Owner supporting custody APIs and enhancements to client data reporting portals. Alignment of ISO based logical data model to custody capabilities and data consumption marts supporting distribution channels. Data insights - work with the huge quantity of raw data collected and develop relevant actionable insights Participate in iterative technology development Ensure change remains aligned to existing standards and/or internal enterprise data management policies. Support design and efficiency of the operating model such as the development of operational control oversight and dashboard across the custody capability with actionable workflows, partnering with technology and operations Partner with product control in the development of custody product data visualization platform to provide insight into the business. Responsible for ensuring appropriate governance, compliance with policies/frameworks, and oversight of issues, risks, audit, and compliance items related to data topics Present to senior management as requested and lead delivery of initiatives as required. Skills Background or experience in data solutions, data modelling, analysis, and visualization Good understanding of the custody domain and capabilities to make informed decisions and data related to this subject area - critical to understand the business applications of data insights (e.g., what business questions need to be answered) and what data elements will effectively satisfy those needs. Strong analytical skills Able to present data in a way that is both understandable and compelling. Proven change agent with track record of delivery Understanding of techniques and tools, key areas of focus - data management, BI tool usage, dashboarding, charting, report development, data visualization Strong stakeholder management skills with an ability to navigate the organization Prior experience of successfully delivering change in a complex environment while managing competing environments and delivering projects using Agile and Waterfall techniques Experience with mapping business and system process flows using standard tools (Visio, ARIS, etc.). Track record of working in the data space with ISO standards and development of data solutions to solve problems Familiarity with industry integration tools and their applicability in shortening the chain of custody across the investment lifecycle Experience 3 to 6+ years' experience in Securities Services (product, ops, business analysis) Worked in Product organizations in prior roles Operated at a global level Prior experience working in data and/or technology- familiarity with tools such as JavaScript, Python & Python Libraries, Structured Query Language (SQL), Hadoop, Snowflake, Qlik, Tableau, Microsoft Excel, Artificial intelligence, Collibra, Manta Consultative experience Track record of solving data integration challenges and building data solutions across complex and at scale services Outcomes expected from the roles Good understanding of custody and related data management needs Maintain up to date understanding of data tools, standards and changes in building actionable insights Responsible for issue and risk escalation Project / initiative ownership as requested as the product owner Appropriate governance and audit trail on documentation of all key decisions and actions. Split of role: Data strategy design, development, and execution: 85% Market / Client interaction: 15%
Feb 18, 2025
Full time
Job Description Global Custody Product Development Data Analyst - AVP The Product organization is recruiting a data analyst supporting the Data Management lead globally. The individual will partner with the Product team, Global Delivery (operations), and Technology to execute on the custody data strategy particularly focused on cloud native data platform, custody logical data model, data channels, and data insight progression of analysis, visualization, and prediction, in alignment with Custody product's strategic objective to strengthen State Street's position in the Asset Servicing industry. State Street's product organisation is leading an exciting period of transformation for the business and requires experienced leaders to take the business forward. The role will initiate and support the design and development of solutions closing identified data gaps in alignment with the strategy to build a data driven operating model. Function As an experienced data analyst, you will work with the data practice lead to effectively execute on the overall strategic agenda described above. The role reports to the product development data management lead. The role requires you to be proactively involved in the assessment of available market intelligence (trends, innovations, standards, and tools) and stakeholder feedback (clients and coverage/product management) to support the evolution of the custody business data needs. Responsibilities Execute on the strategy to build a data driven operating model partnering with technology, office of architecture, operations, and enterprise data management covering: Data governance and quality Logical data modeling based on ISO20022 standards to be aligned with the custody operating model Data channels - Lead design and support of SDLC as Product Owner supporting custody APIs and enhancements to client data reporting portals. Alignment of ISO based logical data model to custody capabilities and data consumption marts supporting distribution channels. Data insights - work with the huge quantity of raw data collected and develop relevant actionable insights Participate in iterative technology development Ensure change remains aligned to existing standards and/or internal enterprise data management policies. Support design and efficiency of the operating model such as the development of operational control oversight and dashboard across the custody capability with actionable workflows, partnering with technology and operations Partner with product control in the development of custody product data visualization platform to provide insight into the business. Responsible for ensuring appropriate governance, compliance with policies/frameworks, and oversight of issues, risks, audit, and compliance items related to data topics Present to senior management as requested and lead delivery of initiatives as required. Skills Background or experience in data solutions, data modelling, analysis, and visualization Good understanding of the custody domain and capabilities to make informed decisions and data related to this subject area - critical to understand the business applications of data insights (e.g., what business questions need to be answered) and what data elements will effectively satisfy those needs. Strong analytical skills Able to present data in a way that is both understandable and compelling. Proven change agent with track record of delivery Understanding of techniques and tools, key areas of focus - data management, BI tool usage, dashboarding, charting, report development, data visualization Strong stakeholder management skills with an ability to navigate the organization Prior experience of successfully delivering change in a complex environment while managing competing environments and delivering projects using Agile and Waterfall techniques Experience with mapping business and system process flows using standard tools (Visio, ARIS, etc.). Track record of working in the data space with ISO standards and development of data solutions to solve problems Familiarity with industry integration tools and their applicability in shortening the chain of custody across the investment lifecycle Experience 3 to 6+ years' experience in Securities Services (product, ops, business analysis) Worked in Product organizations in prior roles Operated at a global level Prior experience working in data and/or technology- familiarity with tools such as JavaScript, Python & Python Libraries, Structured Query Language (SQL), Hadoop, Snowflake, Qlik, Tableau, Microsoft Excel, Artificial intelligence, Collibra, Manta Consultative experience Track record of solving data integration challenges and building data solutions across complex and at scale services Outcomes expected from the roles Good understanding of custody and related data management needs Maintain up to date understanding of data tools, standards and changes in building actionable insights Responsible for issue and risk escalation Project / initiative ownership as requested as the product owner Appropriate governance and audit trail on documentation of all key decisions and actions. Split of role: Data strategy design, development, and execution: 85% Market / Client interaction: 15%
Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in modelling, problem solving and communication to Citi XVA ( X-Value Adjustment ) and OCM ( Optimal Capital Management ) desks. By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Team/Role Overview: Within the wider Counterparty Credit QA team, the Generic Curves and Markets Funding (GCMF) is looking to fill an Associate Vice President position to support the XVA and OCM businesses. The team helps Citi manage the CVA ( Credit Valuation Adjustment ) risk to illiquid counterparties as well as Citi's own DVA ( Debit Valuation Adjustment ). There's a direct day-to-day collaboration with the business in addition to medium to long term projects related to improving our modelling and our risk management tools. What you'll do: Develop analytics libraries used for pricing and risk-management in the scope of CVA and DVA Collaborate closely with quantitative analysis colleagues and the desks Create, implement and support quantitative model for XVA and OCM businesses leveraging a wide variety of mathematical and computer science methods including advanced calculus, C++, object-oriented design, Python, mathematical finance, statistics, probability and Machine Learning Develop pricing models using numerical techniques for valuation including Monte Carlo Methods and partial differential equation solvers Build a culture of responsible finance, good governance and supervision, expense discipline and ethics Appropriately assess risk/reward of developments when making business decisions; and ensure that all team members understand the need to do the same, demonstrating proper consideration for the firm's reputation. Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services; and ensure that all team members understand the need to do the same Adhere to all policies and procedures as defined by your role which will be communicated to you Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. What we'll need from you: Experience in a comparable quantitative modelling, development or analytics role, ideally in the financial sector Must have strong technical/programming skills; C++/Python, Exposure to Market Data; Statistics and Probability based calculations; Using probability theory to evaluate the risks of complex financial instruments, solve analytical equations and design numerical schemes to analyze complex contracts; and Software design and principles Must also possess any level of product knowledge, Investments and Quantitative Methods Consistently demonstrates clear and concise written and verbal communication skills. What we can offer you: We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well. By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as: Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure A discretional annual performance related bonus Private medical insurance packages to suit your personal circumstances Employee Assistance Program Pension Plan Paid Parental Leave Special discounts for employees, family, and friends Access to an array of learning and development resources Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities. Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Feb 17, 2025
Full time
Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in modelling, problem solving and communication to Citi XVA ( X-Value Adjustment ) and OCM ( Optimal Capital Management ) desks. By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Team/Role Overview: Within the wider Counterparty Credit QA team, the Generic Curves and Markets Funding (GCMF) is looking to fill an Associate Vice President position to support the XVA and OCM businesses. The team helps Citi manage the CVA ( Credit Valuation Adjustment ) risk to illiquid counterparties as well as Citi's own DVA ( Debit Valuation Adjustment ). There's a direct day-to-day collaboration with the business in addition to medium to long term projects related to improving our modelling and our risk management tools. What you'll do: Develop analytics libraries used for pricing and risk-management in the scope of CVA and DVA Collaborate closely with quantitative analysis colleagues and the desks Create, implement and support quantitative model for XVA and OCM businesses leveraging a wide variety of mathematical and computer science methods including advanced calculus, C++, object-oriented design, Python, mathematical finance, statistics, probability and Machine Learning Develop pricing models using numerical techniques for valuation including Monte Carlo Methods and partial differential equation solvers Build a culture of responsible finance, good governance and supervision, expense discipline and ethics Appropriately assess risk/reward of developments when making business decisions; and ensure that all team members understand the need to do the same, demonstrating proper consideration for the firm's reputation. Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services; and ensure that all team members understand the need to do the same Adhere to all policies and procedures as defined by your role which will be communicated to you Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. What we'll need from you: Experience in a comparable quantitative modelling, development or analytics role, ideally in the financial sector Must have strong technical/programming skills; C++/Python, Exposure to Market Data; Statistics and Probability based calculations; Using probability theory to evaluate the risks of complex financial instruments, solve analytical equations and design numerical schemes to analyze complex contracts; and Software design and principles Must also possess any level of product knowledge, Investments and Quantitative Methods Consistently demonstrates clear and concise written and verbal communication skills. What we can offer you: We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well. By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as: Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure A discretional annual performance related bonus Private medical insurance packages to suit your personal circumstances Employee Assistance Program Pension Plan Paid Parental Leave Special discounts for employees, family, and friends Access to an array of learning and development resources Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities. Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.