Who we are looking for

An incoming AVP on the team should possess a positive attitude and strong quantitative skills.  The successful candidate will have an ability to work effectively with internal stakeholders to assist in the underwriting of syndicated, bilateral or agented subscription facilities.  Further, surveillance and monitoring of the portfolio will be a core responsibility. Alternatives Lending sits within the Fund Finance department, which is a key driver of revenue for the division and has $35B of loans outstanding.  The Alternatives team provides subscription finance products to some of the world’s leading Private Equity Sponsors and Fund of Hedge Fund Managers. The job is located in Boston, MA.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. 

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As Analyst- Assistant Vice President you will

• Assist Account Officers in due diligence process and underwriting of subscription credit facilities


• For accounts where assisting the Account Officer: exercise appropriate diligence in credit underwriting process, with ability to independently analyze financial statements and other information pertinent to the borrower;


• Assist Account Officer in the presentation and defense of credit recommendations clearly and concisely;


• Assist in maintenance of up-to-date approvals, credit and legal files;


• Respond to requests for information from Enterprise Risk Management, internal audit and bank examiners; maintain high responsiveness and service quality across internal constituencies;


• Work with Loan Operations and customers as appropriate to facilitate operational aspects of credit relationship; 


• Demonstrate the ability to identify, prioritize and escalate critical issues to senior management. 


• Work closely with loan officers to continue to develop industry knowledge as well as underwriting and portfolio management skills, understanding of policies and procedures for credit and portfolio administration, and management of the legal documentation process. 


• May also be relied upon to handle assigned projects

What we value

These skills will help you succeed in this role

• Demonstrated expertise in credit markets, commercial loan structuring, risk assessment, and legal documentation.


• Strong analytical, credit underwriting and problem-solving skills.


• Excellent interpersonal, organizational and communication skills.


• Experience in subscription credit facility origination/underwriting


• Knowledge of FX Derivatives and other capital markets a plus.


• Familiarity with KYC/AML.


• A positive attitude, a client service mindset and high level of attention to details.


• Strong excel skills and prior Salesforce experience is desirable. 

Education & Preferred Qualifications

• Degree in Business, Economics, Finance or liberal arts; MBA or CFA a plus but not required.   


• Minimum of 5+ years of commercial lending experience; prior subscription finance lending and or syndication experience is highly desirable. 

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Who we are looking for

We innovate rigorous analytical approaches to develop revenue-focused, actionable insights, including market share, share of wallet, balance of trade, pricing, and benchmarking analytics.  We use the best tools, including Excel, Tableau, Alteryx, and Python coding to integrate data, apply new algorithms, and deliver new insights through best-in-class visualizations in the firm, based upon the broadest data sets available, including internal and external market and client data sources.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. 

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As a Client and Market Intelligence Analyst, you will

• Complete Share of Wallet and Balance of Trade analyses for State Street’s CEO, CFO, COO, Head of Global Services, and Head of Global Clients division 1:1 meetings with our internal clients


• Research new analytical products the team can deliver to: Segment Heads, the Head of Global Markets, the Head of Global Clients and Client Executives, the Head of Global Sales and Client Coverage, the Head of Alpha, and/or the Global Product, including all applicable subordinates


• Perform benchmarking analytics in support of sales deal proposals


• Lead new projects assigned by the CEO, CFO, COO, Head of Corporate Strategy, Global Markets, Global Services, Head of Sales, Global Credit Finance, or others.


• Support industrialization of analytics, visualization, and delivery through structuring data, ideally skilled in transformation using Alteryx, and visualization using Tableau.
  

What we value

These skills will help you succeed in this role

• Tireless work ethic, driven to do what is needed for the team to succeed and to deliver actionable analytics early or on time


• Self-driven, capable of independent collaboration with senior constituents to understand and refine deliverables, schedule progress update meetings, and solicit for help when needed in order to ensure success


• Very, very strong and versatile Excel analytical skills. Ideally, also very skilled in Alteryx and Tableau


• Professional curiosity in learning business dynamics from business leads and using that to translate data into insights. 


• Innovative. Responsible. Courageous. Curious. Hard Working. Honest. Respect for people, process, our purpose, and for professional excellence

Education & Preferred Qualifications

• Undergraduate degree, preferably a BS in Finance, Business, Economics, Engineering, Math, Analytics, or related Management field

Additional requirements

Experience with strategic analytics and initiatives a plus

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers