Business Analyst - Investment Management - Assistant Manager
State Street CorporationMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Gather, analyze, and document business requirements for investment management functions including portfolio analytics, risk, ESG, and reporting.
Perform SQL-based data analysis to support validation, issue investigation, and business decision-making.
Collaborate with business, technology, and cross-functional teams to design solutions, improve data quality, reporting accuracy, and support regulatory and ESG reporting initiatives.
Minimum Requirements
7–9 years of experience as a Business Analyst in Investment Management, Asset Management, Wealth Management, or Financial Services.
Strong hands-on experience with SQL for data analysis and validation.
In-depth understanding of investment products and asset classes including Equities, Fixed Income, Derivatives, Alternatives, Cash & Multi-Asset, and fund structures (Mutual Funds, ETFs, Segregated Mandates, Commingled Funds).
Work Experience Required: 7–9 years explicitly mentioned
Ideal Candidate Profile
Experienced in large-scale enterprise environments delivering business and technology transformation initiatives.
Capable of engaging effectively with diverse stakeholders including business teams, data teams, and technology partners.
Strong analytical and documentation skills with proven ability to handle complex investment data and regulatory reporting requirements.