Who we are looking for The Alpha Strategy and Implementation Services Team at State Street is seeking a qualified Account Services Data Analyst to support client account onboarding, maintenance, and configuration activities across the Alpha Platform. This role is focused on collecting and validating client account reference data, supporting system configuration, and applying data controls that help enable accurate, timely, and consistent account setup across front-, middle-, and back-office services.
Key Responsibilities - Support the collection, review, and organization of client account data required for new account launches, lifecycle events, and static data maintenance.
- Assist with account data validation, enrichment, and control activities to identify gaps, inconsistencies, and required client or internal follow-up om the Account Matrix/Conversion Data.
- Support system configuration activities across Account Services workflow tools and downstream Alpha applications based on approved client account data.
- Partner with clients, implementation leads, data leads, product, technology, and downstream operations teams to resolve data issues and support readiness for testing, conversion, and production use.
Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen, implementation teams are needed to help clients navigate employees and the organization as a whole during their initial onboarding. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best.
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 an Alpha Account Services Data Analyst, Officer you will
- Collect, organize, and analyze client account data required to support client conversions.
- Review client-provided data for completeness, consistency, and alignment to Account Services data requirements, templates, and agreed operating models.
- Maintain and update client account data artifacts account setup data dictionaries, configuration trackers, validation logs, and related implementation documentation.
- Support configuration of account attributes, dropdown values, lookups, business rules, checklist items, and other client-specific settings within Account Services workflow and administration tools.
- Perform data profiling, reconciliation, and validation exercises to confirm that account data is accurately reflected across Account Services tools and downstream Alpha systems.
- Investigate data exceptions, configuration breaks, and validation failures; document root cause, proposed resolution, ownership, and status through closure.
- Partner with implementation leads, project managers, product owners, technology teams, and downstream service teams to clarify data requirements and resolve configuration dependencies.
- Support testing cycles by preparing test data, reviewing expected results, validating configuration outcomes, and documenting defects or required remediation.
- Apply data controls to ensure accurate, complete, and timely account setup, maintenance, and conversion activity.
- Document field-level definitions, population rules, required values, impacted workstreams, and downstream usage to support consistent data interpretation.
- Monitor configuration readiness, data quality issues, and open action items; escalate blockers that may impact testing, conversion, or production timelines.
- Support post-go-live remediation and change activity by analyzing data impacts, validating updates, and coordinating with relevant stakeholders.
- Contribute to reusable standards, templates, control checks, and best practices that improve the consistency and scalability of Account Services implementations.
What we value These skills will help you succeed in this role
- Strong analytical skills with the ability to review large sets of data for completeness, accuracy, and consistency.
- Experience supporting data collection, data validation, system configuration, testing, and operational readiness within financial services or investment operations.
- Working knowledge of Python, SQL, Excel, data profiling, reconciliation techniques, and reporting tools used to support data analysis and control activities.
- Excellent written and verbal communication skills, with the ability to translate data issues into clear actions for clients, implementation teams, technology partners, and operations stakeholders.
Education & Preferred Qualifications - Bachelor's degree in Business, Accounting, Finance, MIS, Information Technology, Data Analytics, or a related field of study
- 5+ years of experience in data analysis, investment operations, client implementation, account services, or financial services technology
- Experience with account onboarding, system configuration, data controls, or implementation testing preferred
Salary Range: $70,000 - $118,750 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.
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.
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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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