What are we looking for

This role is an experienced individual contributor responsible for supporting the analysis and execution of high‑impact strategic and process‑improvement initiatives in a complex, matrixed environment. The role leverages structured research, analytical thinking, and business process analysis to frame business challenges, generate actionable insights, and support executive‑level decision‑making.

The role requires strong problem‑solving capability, effective stakeholder engagement, and the ability to manage multiple initiatives concurrently while supporting change management and adoption efforts.

About Business Line

State Street Investment Services, Product Office

Key Responsibilities

Analytical Support

• Support the identification of business challenges and assist in translating them into structured and actionable analytical thought pieces for executive decision making

• Collect, analyze, and synthesize quantitative data and qualitative inputs to build and support project findings

• Contribute towards business cases and scenario analyses to guide prioritization, operating model changes

• Support thorough business process analysis to pinpoint inefficiencies, gaps, and improvement opportunities

Initiative Execution

• Support the execution of key global initiatives under strategy and process‑improvement, as needed, collaborating across functions

• Prepare standard presentations, scorecards, and summary materials that encompass key status updates, trends, risks, and opportunities

• Assist in developing and maintaining project plans, including workstreams, milestones, meeting cadence, and communication approaches

• Assist in drive change management and adoption of new processes/tools/operating models.

Stakeholder Management & Communication

• Support end‑to‑end planning and execution of executive forums, including agenda design, stakeholder alignment, logistics, and follow‑up on actions/ takeaways

• Produce executive‑ready narratives and board‑style materials with clear options, recommendations, and implications

• Run and facilitate working sessions, decision meetings, and corresponding follow-ups document decisions and action items

Skills & Knowledge

Qualification & Certifications

• 9+ years of experience in strategic research, corporate strategy, business transformation, consulting, or related roles within financial services or similarly complex, regulated environments

• Prior experience working in top‑tier consulting firms and/or internal corporate strategy, transformation, or process‑excellence teams with regular exposure to senior leadership and the C‑suite

• Strong command of structured problem‑solving, strategy frameworks, and research methodologies to develop executive‑ready insights and recommendations

• MBA or equivalent advanced degree preferred professional certifications (e.g., CFA, CA)

Primary Skills (Must Have)

• Good knowledge of investment management/servicing industry

• 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

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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