Structured Trust and Analytics, Officer

About the role

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, requiring strong intrapersonal and communication skills. Candidates must understand structured finance transactions, have a strong client focus, be able to perform well under pressure, and successfully manage multiple assignments simultaneously.

Why this role matters

The team is part of State Street Global Services (SSGS), which gives asset owners and managers access to essential financial tools for effective investment solutions — from core custody, accounting, fund administration, and shareholder recordkeeping to complete operations solutions and servicing for alternative assets such as OTC derivatives, private equity, and real estate.

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

Skills

• 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)

Qualifications

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

Additional requirements

• Strong work ethic and 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; resolve to independently research problems and offer solutions
• Excellent intrapersonal and communication skills — via phone and email
• Passion for improving systems and processes