Product Development Data Analyst and Client Reporting, Officer

Posted 5 Hours Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Financial Services
The Role
Develops dynamic client-facing reports and visualizations for investment services clients using IRD, MCD, and BI platforms. Analyzes large datasets, supports data modeling and data mart design, applies SQL for validation and optimization, and collaborates with data and product teams to ensure data integrity. Serves as an IRD subject matter expert while supporting reporting issues and complex global requirements across custody, digital, and fund services.
Summary Generated by Built In

State Street’s MyStateStreet Reporting Team provides a full suite of advanced reporting services to sophisticated investment managers. We aggregate data from multiple internal and external sources (IBOR, ABOR, CBOR, performance, market data vendors, client data, etc.) through robust workflows to produce client-ready reports. As a self-service reporting team, we tackle some of the bank’s most complex global reporting requirements.

In this Officer, Report Development role, you will be an individual contributor (no direct reports) responsible for designing and delivering dynamic client-facing reports via MyStateStreet (State Street’s client web portal). You will serve as a subject matter expert in State Street’s Interactive Report Designer (IRD) platform, developing reporting solutions that support global requirements across the CDFS (Custody, Digital, and Fund Services) domain. Success in this role will be measured by timely, high-quality delivery of reporting products that meet diverse client needs.

Role Overview

The Officer will lead the creation of reports for State Street’s Investment Services clients. This includes working closely with data experts and product teams to translate complex data into clear, actionable visualizations and reports. The ideal candidate is technically skilled in BI/reporting tools and data warehousing, with a strong capacity to manage stakeholder expectations and deliver solutions on time in a fast-paced, global environment.

Key Responsibilities

  • Design and develop reports using IRD and visualizations using Manage Card Designer (MCD)

  • Analyze large-scale datasets and contribute to data modelling and data mart design.

  • Implement reporting and visualization solutions using BI suites such as Jasper, WebFocus, Actuate, and eSpreadsheet.

  • Apply strong SQL skills for data analysis, query optimization, and validation.

  • Collaborate with data sourcing teams and product stakeholders to ensure data integrity and alignment with business logic.

  • Act as a subject matter expert for IRD, supporting ad-hoc report creation and issue resolution.

  • Stay current with Big Data platforms, cloud technologies, and tools like Data Bricks, Snowflake, and EDW.

Required Skills and Experience

  • Expertise in State Street’s IRD platform in preferred but not required.

  • Proficiency in BI tools such as JasperReports, WebFocus, Actuate, and eSpreadsheet.

  • Strong SQL skills and experience with large-scale data warehouse environments.

  • Knowledge of data governance and data quality techniques.

  • Familiarity with Big Data platforms, cloud technologies, Snowflake, and Databricks.

  • Understanding of front, middle, and back-office investment operations and trade lifecycle.

  • Strong analytical, problem-solving, and communication skills.

  • Ability to manage multiple priorities and deliver high-quality outputs on time.

Qualifications

  • Bachelor’s degree in business, Finance, Accounting, MIS, Computer Science, or related field.

  • 6+ years of experience in data analysis, dashboard design, and business intelligence.

  • Experience with financial reporting, data warehousing, and BI tool architecture.

  • Familiarity with SDLC or Agile methodologies.

  • Excellent written and verbal communication 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.


Discover more information on jobs at StateStreet.com/careers


Read our CEO Statement

Skills Required

  • Bachelor’s degree in business, finance, accounting, MIS, computer science, or a related field
  • 6+ years of experience in data analysis, dashboard design, and business intelligence
  • Proficiency with BI tools such as JasperReports, WebFOCUS, Actuate, and eSpreadsheet
  • Strong SQL skills and experience with large-scale data warehouse environments
  • Experience with financial reporting, data warehousing, and BI tool architecture
  • Knowledge of data governance and data quality techniques
  • Familiarity with Big Data platforms, cloud technologies, Snowflake, and Databricks
  • Understanding of front-, middle-, and back-office investment operations and trade lifecycle
  • Excellent written and verbal communication skills
  • Ability to manage multiple priorities and deliver high-quality outputs on time
  • Familiarity with SDLC or Agile methodologies
  • Expertise in State Street’s Interactive Report Designer platform

State Street Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about State Street and has not been reviewed or approved by State Street.

  • Retirement Support — Retirement support is framed as a standout component, highlighted by a 401(k) match described as 100% on the first 6% of base salary. This is positioned as a meaningful offset to less competitive cash compensation for some roles.
  • Leave & Time Off Breadth — Leave and time off are portrayed as relatively robust, with references to multi-week vacation, paid holidays, sick time, and additional days tied to wellness or volunteering. This breadth is repeatedly treated as a tangible part of total rewards beyond base pay.
  • Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle benefits are presented as extensive, including the BeWell program, fitness discounts, onsite or supported health resources, and financial counseling. These offerings are depicted as strengthening the overall benefits proposition even when pay satisfaction is tepid.

State Street Insights

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The Company
HQ: Boston, MA
39,782 Employees
Year Founded: 1792

What We Do

At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better — now and in the future

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