Onboarding Data Analyst - Assistant Vice President

Overview

The Client Program Office (CPO) is a global client-facing program management team focused on revenue installation and prioritizes large and/or strategic Back-Office deals. The CPO team provides professional project management to large Back Office new business onboarding projects – coordinating internal and client workstreams. The data analytics team provides a consolidated view of onboarding programs managed by both CPO and Alpha teams, as well as additional programs that require conversion activities supported by the Client Conversion Services (CCS) team.

We are seeking a highly organized and experiences data analyst to act as the principal point of contact for business reporting within the CPO team. This role is critical in delivering high-quality, timely, and accurate reporting to senior stakeholders, while leading a reporting team based in India. Responsible for stakeholder engagement, team coordination, and driving continuous improvements in reporting processes—focusing on efficiency, accuracy, and control.

Why this role is important to us

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What You Will Be Responsible For

As the Onboarding Data lead you will

• Serve as the lead reporting contact for CPO and CCS, delivering key business insights to senior leadership.
• Manage and coordinate the offshore reporting team based in India, ensuring timely and accurate report production.
• Own the end-to-end reporting lifecycle, from data extraction to final presentation.
• Build strong relationships with stakeholders across CPO and CCS to understand reporting needs and priorities.
• Drive continuous improvement initiatives to enhance reporting processes, tools, and governance.
• Ensure robust controls are in place to maintain data integrity and compliance.
• Develop and maintain dashboards and automated reporting solutions using tools like Power BI, Excel, or Tableau.
• Translate complex data into clear, actionable insights for non-technical audiences.
  
  
  

These skills will help you succeed in this role

• Proven experience in a reporting or business intelligence role, ideally within a large, matrixed organization.
• Strong leadership and team management skills, with experience coordinating remote or offshore teams.
• Demonstrated experience in stakeholder communication and collaboration.
• Advanced proficiency in Excel and data visualization tools (e.g., Power BI, Tableau).
• Solid understanding of data governance, quality control, and reporting best practices.
• Excellent communication and stakeholder management skills.
• Strong analytical mindset with a focus on process optimization and operational efficiency.
  
  
  

• Overall of 10+ years of experience at minimum in related industry, experience in financial services or consulting.
• Strong academic record with demonstrated analytical and quantitative skills.
• Data analytics certifications (Power BI, Tableau or equivalent).
• Familiarity with SQL and data warehousing concepts.
  
  
  

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.

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 ID: R-773966