Portfolio Finance - Execution Business Officer, Vice President

Portfolio Finance – Execution Business Officer, VPOnsite:
Boston, MAWho we are looking forThe Execution, Financing & Clearing Portfolio Finance team supports our Agency Lending, Prime Services, Secured Financing and Execution businesses with a focus on portfolio analytics, revenue & resource optimization and market insights. We serve at the intersection of data, reporting and scenario analysis to deliver actionable intelligence that improves decision making.

Why this role is important to usThe team you will be joining is a part of State Street Markets (SSM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to the SSM business unit. As our investment research and trading arm, SSM’s number one goal is to enhance and preserve our clients’ portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.

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

What you will be responsible for Serve as strategic advisor to the Execution business owners, working closely with executive leaders and supporting functions to drive strategy, growth, profitability and market expansion

Develop a deep understanding of business drivers, including revenue, expense & balance sheet attributions

Oversee quarterly and annual financial planning in collaboration with Markets CFO and Investor Relations Empower Client Management and Trading with portfolio analytics, scenario analysis and optimization tools in collaboration with Portfolio Finance quantitative leads

Create in-depth market research and competitive analysis to identify opportunities, trends, and challenges

What we valueA dynamic problem solver – consistently utilizes a solution driven mindsetA trusted advisor with the tenacity and business acumen to provide thought leadership and deliver positive commercial outcomes in both the short and long-Ambitious and driven to deliver business strategy transformation informed by expertise in market and competitor trends

Detail oriented – understands the nuances that can impact overall outcomesA strong influencer and thoughtful communicator who can express complex ideas in simple, practical terms

Ability to learn quickly, juggle multiple projects, and work autonomously

Entrepreneurial and self-directed – operates as an owner

Education &

Preferred Qualifications 8+ years of experience in Financial Services or Management Consulting required

Comfortability with modern data management tools (e.g., Databricks)
Proficiency in Microsoft Office tools

Salary Range: $170,000 - $173,750 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.

For a full overview, visit .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…