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Tier-1 brand, metro location, and a mid-level generalist BI role drive high applicant competition.
Role requires finance reporting and custody-specific knowledge, reducing cross-industry transferability.
Explicit 6+ years plus mandatory BI, SQL, data warehouse and finance-domain skills create high strictness.
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Design and deliver dynamic, client-facing reports using State Street’s Interactive Report Designer (IRD) and other BI tools, focusing on global reporting requirements in Custody, Digital, and Fund Services.
Develop data models and data marts to support large-scale datasets and contribute to report/visualization solutions using platforms like JasperReports and WebFocus.
Serve as subject matter expert on IRD, collaborating with data teams and product stakeholders to ensure data accuracy and meet client needs with timely delivery.
Bachelor’s degree in Business, Finance, Accounting, MIS, Computer Science, or related field.
6+ years of experience in data analysis, dashboard design, business intelligence, and financial reporting.
Strong SQL skills and experience with large-scale data warehouse environments and BI tools such as JasperReports, WebFocus, Actuate, or eSpreadsheet.
Work Experience Required: 6+ years; Specific IRD expertise preferred but not mandatory; Familiarity with Big Data platforms like Snowflake and Databricks.
Experienced in investment services data reporting with understanding of front, middle, and back-office trade lifecycle operations.
Technically proficient in BI/reporting tool ecosystems and data warehousing with ability to deliver complex solutions in fast-paced, global environments.
Capable of managing multiple priorities and stakeholder expectations with effective communication and problem-solving skills.