Sales and Relationship Management Support Business Analyst, Senior Associate

The ideal candidate possesses a client-centric mindset and a strong background in financial services. The Business Analyst (BA) role supports State Street’s Relationship Management (RM)/Sales organization within the Chief Commercial Office. BA’s prioritize high impact revenue generating activities to increase RM/Sales capacity with a goal in mind to close deals. To this end, the BA’s will perform value added tasks to make a positive impact on the sales cycle for those RM’s and Sales Leaders with revenue growth targets. The role includes direct exposure to the development of prospective/existing client strategy, assisting with deal structuring support, crafting client presentations, and providing support to associated revenue generating activities.

The role is based in Boston, MA  

You will be joining the Institutional 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.  

What you will be responsible for:

• Create and/or tailor professional sales collateral, including general and customized client solution presentations, case studies, analysis of segment-specific themes and insight  

• Assist in deal structuring including preparing documentation for internal deal approvals  

• Participate in deal analysis, including post-mortem reviews intended to identify areas for improvement throughout the sales lifecycle  

• Support for ad hoc initiatives and projects related to sales and coverage, including: touchpoint for client administration for contracts, fee schedules and other legal documentation, support for account planning process, coordination and preparation of client meetings, completion of deal intake forms, and AdTrax compliance  

• Perform basic project management of activities, including prospective and existing client RFPs, Due Diligence requests (DDQs), Requests for Information (RFIs), and other similar requests  

• Other ad hoc query resolution to support sales and relationship managers  

These skills will help you succeed in this role: 

• Problem resolution skills to quickly identify and address issues  

• Manage the end-to-end project lifecycle  

• Team player who is willing to contribute and take a proactive role in servicing clients and prospects 

• Detail-oriented  

• Ability to work under pressure in a deadline-driven environment  

• Strong interpersonal and communicioan skills Education & Preferred Qualifications  

• Bachelor’s Degree with business related coursework or a degree in Business Management, Accounting, or Finance is preferred.  

• Minimum 1-3 years of related back office servicing experience or sales & relationship management support experience is preferred  

• Computer proficiency (Microsoft Office suite: Excel, PowerPoint, Word, etc.)

Additional requirements

• Proficiency in English language communication 

• Salesforce CRM experience a plus 

Are you the right candidate?

Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street What we do.

State Street is one of the largest custodian banks, ass