Jobs · Finance · Massachusetts

Structured Trust and Analytics, Officer

State Street · Quincy, MA · 4 days ago
FinanceFull-time

This is a business analyst level role within the Structured Trust and Analytics group at State Street. The position interacts with all levels of professionals both internally and externally. Therefore, strong intrapersonal and communication skills are required. Candidates must understand structured finance transactions, have a strong client focus, be able to perform well under pressure and successfully manage multiple assignments at one time.

About the role

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.

Responsibilities

  • Manage client relationships and generate new business leads
  • Onboard new deals according to company and group procedures
  • Train staff on deal mechanics and service requirements
  • Manage client deliverables including oversight of:
    • Hypothetical trade tests
    • Monthly and quarterly reporting
    • Payment date calculations and distributions
  • Manage and collaborate with internal groups at State Street
  • Lead new initiatives and special projects

Requirements

  • Managing client relationships
  • Overseeing staff and deliverables
  • Managing and manipulating large amounts of data
  • Creating Excel-based models to measure various tests and parameters outlined in legal documents, preferably related to CLOs/Bank Loans
  • Interpreting and comprehending legal documentation such as Indentures, Credit Agreements and Offering Memorandums
  • Working with credit instruments (senior secured loans and high yield bonds)
  • A strong work ethic and a positive attitude
  • Excellent time management skills and ability to prioritize deadline-driven workflow
  • Ability to work well within a team and operate independently on short- and long-term goals
  • Detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions
  • Excellent intrapersonal & communication skills – via phone and email
  • Passion for improving systems and processes

Qualifications

  • Systems experience: Wall Street Office, MS Excel, MS Outlook, CDO Suite, LoanOps Portal, My State Street, Bloomberg, LS Fax, Collaborate

Benefits

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.

  • 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
  • Employee Assistance Program
  • Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
  • Eligibility for certain tax advantaged savings plans
  • Paid volunteer days
  • Matching gift programs
  • Access to employee networks

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.

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.

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