State Street
New Business Solutions Analyst, Assistant Vice President
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New Business Solutions Analyst
About the Role
Partner with sales and client stakeholders to shape solution strategy, support proposals, and contribute to client presentations and discussions.
Key Responsibilities
- Build a strong understanding of client operating models, business requirements, and product capabilities to define practical solution options.
- Lead or support discovery, service definition, and due diligence activities, including:
- Workshops
- Scope definition
- Project planning
- Requirements clarification
- Develop broad knowledge of internal and external products, platforms, and industry solutions to identify optimal options for client needs.
- Design and evaluate multiple solution approaches, using analysis and data to recommend clear, client-ready options and trade-offs.
- Collaborate with sales, product, project, onboarding, and technology teams to:
- Communicate status
- Manage dependencies
- Keep delivery on track
- Prepare and review critical solution documentation, including:
- Scope of services
- Operating models
- SLAs
- Transition plans
- Supporting materials for internal approval
- Support commercial evaluation and governance by:
- Contributing to financial assumptions and approvals
- Managing risk escalations
- Supporting stakeholder reporting throughout the deal lifecycle
Specific Duties
- Support management and responses to client proposals (RFP/I’s), creating:
- Supporting materials
- Client and consultant discussions
- Work with the Solutions Engineer Deal Lead, Sales, and Commercial teams to develop:
- Deal financials
- Assumptions
- Approval materials aligned with sales governance
- Build and maintain relationships with key internal and external stakeholders, including:
- Sales
- Product
- Clients
- Consultants
- Actively engage in pre-contract activities by:
- Validating scope
- Identifying gaps/inconsistencies
- Informing solution design using standard planning materials
- Drive continuous process improvement and refine solutions, improving:
- SLAs
- Operating models
- Transition plans
- Detailed scope documentation
- Lead and coordinate junior team members and Business Analysts to capture outputs and maintain tracking tools for service definition.
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Requirements and Qualifications
- Minimum 8 years of experience in:
- Investment operations
- Project management
- Client implementation
- Business analysis
- Experience integrating with industry software providers to improve platform connectivity/interoperability.
- Hands-on experience with client conversions and onboarding, especially in the financial services industry.
- Knowledge or prior exposure to:
- Financial services products and processes
- Technology strategy
- Client service
- Business functions
- Management consulting
- Experience designing new solutions by:
- Analysing requirements
- Studying system capabilities
- Writing specifications
- Proficient in Microsoft Office 365 suite.
Work Parameters and Boundaries
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Demonstrate individual ownership and accountability for all tasks.
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Strict adherence to the Code of Conduct at all times.
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Provide management information to support business decision-making.
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Contribute to a culture of Risk Excellence within the organisation.
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Follow limits of delegation and escalation procedures to comply with internal policies and external regulations.
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Ensure all interactions with global teams adhere to corporate standards.
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Maintain clear and effective communication with colleagues and senior management.
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Constantly adhere to internal procedures and best practices.
About State Street
Our Mission
We operate globally, helping institutional investors manage risk, respond to challenges, and drive performance. Our clients remain at the core of everything we do, and our success relies on smart, engaged employees like you.
We are committed to creating an inclusive work environment where everyone is empowered to thrive.
Work-Life Balance
We provide flexible work arrangements, generous benefits, and programs to support professional growth, including:
- Medical care and insurance plans
- Competitive savings and investment options
- Work-life initiatives tailored to individual needs
- Paid volunteer days and career development opportunities
Culture & Commitment
- Inclusion and Diversity: We value diversity in everything we do, fostering an environment where employees of different backgrounds thrive.
- Real-world Impact: Actively engaged in social responsibility with initiatives that matter globally.
- Supportive Networks: Employee networks help balance professional and personal priorities.
- Equal Opportunity Employer: We consider all qualified applicants for roles without regard to protected characteristics.
Discover more about us and upcoming opportunities at StateStreet.com/careers
Our CEO Statement and full details are available online. Further inquiries can follow with us via the job ID R-790904.
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