Product Development Data Analyst and Client Reporting Specialist, Assistant Vice President

Who we are looking for

The Product Development Data Analyst and Client Reporting Specialist will lead the creation of reports for State Street’s Investment Services clients. This includes working closely with data experts and product teams to translate complex data into clear, actionable visualizations and reports. The ideal candidate is technically skilled in BI/reporting tools and data warehousing, with a strong capacity to manage stakeholder expectations and deliver solutions on time in a fast-paced, global environment.

Reporting Team provides a full suite of advanced reporting services to sophisticated investment managers. We aggregate data from multiple internal and external sources (IBOR, ABOR, CBOR, performance, market data vendors, client data, etc.) through robust workflows to produce client-ready reports. As a self-service reporting team, we tackle some of the bank’s most complex global reporting requirements.In this AVP, Report Development role, you will be an individual contributor (no direct reports) responsible for designing and delivering dynamic client-facing reports via MyStateStreet (State Street’s client web portal). You will serve as a subject matter expert in State Street’s Interactive Report Designer (IRD) platform, developing reporting solutions that support global requirements across the CDFS (Custody, Digital, and Fund Services) domain. Success in this role will be measured by timely, high-quality delivery of reporting products that meet diverse client needs.

Why this role is important to us

You will be joining the Investment Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.

Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.

Key Responsibilities

• Design and develop reports using IRD and visualizations using Manage Card Designer (MCD)
• Analyze large-scale datasets and contribute to data modelling and data mart design.
• Implement reporting and visualization solutions using BI suites such as Jasper, WebFocus, Actuate, and eSpreadsheet.
• Apply strong SQL skills for data analysis, query optimization, and validation.
• Collaborate with data sourcing teams and product stakeholders to ensure data integrity and alignment with business logic.
• Act as a subject matter expert for IRD, supporting ad-hoc report creation and issue resolution.
• Stay current with Big Data platforms, cloud technologies, and tools like Data Bricks, Snowflake, and EDW.

Required Skills and Experience

• Expertise in State Street’s IRD platform in preferred but not required.
• Proficiency in BI tools such as JasperReports, WebFocus, Actuate, and eSpreadsheet.
• Strong SQL skills and experience with large-scale data warehouse environments.
• Knowledge of data governance and data quality techniques.
• Familiarity with Big Data platforms, cloud technologies, Snowflake, and Databricks.
• Understanding of front, middle, and back-office investment operations and trade lifecycle.
• Strong analytical, problem-solving, and communication skills.
• Ability to manage multiple priorities and deliver high-quality outputs on time.

Qualifications

• Bachelor’s degree in business, Finance, Accounting, MIS, Computer Science, or related field.
• 10+ years of experience in data analysis, dashboard design, and business intelligence.
• Experience with financial reporting, data warehousing, and BI tool architecture.
• Familiarity with SDLC or Agile methodologies.
• Excellent written and verbal communication skills.

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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