Description

What are we looking for

The ideal candidate will bring a strong background in strategy research, with demonstrated experience in shaping and executing strategic initiatives in complex, matrixed environments. This role requires a strategic thinker with a proven ability to frame complex issues, analyze and provide insights and articulate findings to improve decision-making.

The candidate will take initiative, exercise independent thinking, multi-task activities, set priorities, and meet aggressive project deadlines in a fast paced environment. The candidate must have strong facilitation, interpersonal and organizational skills and be interested in working in a professional, team-oriented environment.

About Business Line

State Street Investment Services, Product Office

Key Responsibilities

This role involves undertaking strategic and financial research activities emanating from various products and solutions teams at State Street. The role encompasses:

• Tracking industry trends and issues
• Competitor research and market intelligence
• Tracking and analyzing regulations impacting the overall business
• Lead or contribute to the development of high-quality deliverables, including presentations, reports, and other materials
• Analyze ambiguous data/information and present in a clear and crisp manner to business leaders
• Provide product capability comparisons with competitors and niche players' offering in the market place and identify gaps, strength, weaknesses, and differentiators
• Ideate, author and support thought-leadership topics with SMEs
• Provide support for new product concepts ranging from market opportunity analysis to help in developing business cases
• Provide positioning and content for products and solutions
• Track regulatory updates by SEC, FASB and other industry & regulatory organizations that will impact products and services across US, EMEA and APAC
• Decipher regulations and assess the impact on asset servicing products and solutions, and produce regulatory update reports

Skills & Knowledge

Qualification & Certifications

• 6+ years' experience in investment management/ servicing industry or, in general, financial services industry, MBA/CFA/CA preferable
• Prior experience working with consulting companies or in internal corporate strategy teams working with the C-suite
• Prior experience leading engagements (market entry, growth, regulatory impact, investment cases) from scoping to completion
• Well versed in applying consulting frameworks and research methodologies to create strategy deliverables
• Excellent secondary research and data analysis skills, with strong attention to detail

Primary Skills (Must Have)

• Good knowledge of investment management/servicing industry
• Excellent proficiency with MS Office, including structuring, charting and visualization
• Experience with producing content for and presenting to the executive-level
• Experienced professional, eloquent, organized and disciplined; effectively work in a globally diverse and matrixed environment
• Ability to adapt to shifting priorities, meet deadlines and effectively execute in a fast paced environment
• Ability to work independently and collaboratively
• Proactive approach to problem-solving; Self-motivated and goal-oriented
• Excellent communication skills and written skills. Must have the ability to comfortably interact & communicate with all levels of the organization

Secondary Skills (Good to Have)

• Experience in conducting primary research (e.g., interviews, surveys, internal expert consultations) to complement secondary research.
• Familiarity with data visualization and analytics tools such as Power BI, Tableau, or basic SQL/Python for deeper insights.
• Awareness of emerging technologies and digital trends (e.g., fintech, AI, blockchain) relevant to financial services.
• Strong stakeholder management skills

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 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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