Technical Business Analyst – Alternative Investment Technology, Officer - State Street Investment Management

Working knowledge of SQL and at least one programming language is expected, with Python strongly preferred. A technical educational background is preferred.

Why This Role Is Important to Us

Our Alternative business depends on accurate data, reliable platforms, effective controls, and timely reporting. As we modernize our platforms and adopt AI-enabled ways of working, this role helps translate business needs into practical technology solutions, improves data quality and operational efficiency, and brings fresh, AI-first thinking to how the team delivers.

What You Will Be Responsible For

• Gather, analyze, and document business requirements from investment, operations, product, and technology stakeholders.

• Translate requirements into user stories, process flows, data mappings, business rules, and acceptance criteria.

• Perform data analysis, validations, reconciliations, and root-cause analysis to support business initiatives and issue resolution.

• Support data-quality activities, including exception management, remediation, and control checks.

• Assist with the design and delivery of reports, dashboards, and analytics using SQL, Python, Power BI, Tableau, or similar tools.

• Identify opportunities to apply AI tools and AI agents to automate repetitive tasks, accelerate analysis, and improve documentation and reporting.

• Help design, test, and document AI-assisted and agent-based workflows, ensuring outputs are validated, controlled, and aligned with firm AI governance.

• Participate in testing, release validation, user acceptance support, and post-production support activities.

• Build relationships with business users, technology teams, and vendors; provide clear status updates and follow through on commitments.

• Support platform enhancements, upgrades, issue resolution, onboarding, and user adoption.

Required Skills and Experience

AI Mindset and Utilization

• AI-forward mindset with a genuine interest in how generative AI and agentic AI can transform business and technology processes.

• Hands-on experience using AI tools (e.g., Microsoft 365 Copilot, ChatGPT, GitHub Copilot, or similar) for analysis, documentation, coding, and productivity.

• Understanding of AI agents and agentic workflows, including how agents use tools, data, prompts, and orchestration to complete multi-step tasks.

• Ability to write effective prompts, critically evaluate AI outputs for accuracy, and apply human review before use.

• Awareness of responsible AI principles, data privacy, security, and model risk considerations in a regulated financial services environment.

• Curiosity and learning agility to keep pace with rapidly evolving AI capabilities and apply them to real business problems.

Business Analysis and Stakeholder Management

• Foundational experience or strong aptitude in requirements gathering, process analysis, and documentation.

• Excellent written and verbal communication skills, with the ability to explain technical topics clearly to business users.

• Ability to build working relationships with stakeholders across investment, operations, technology, and vendor teams.

• Ability to manage multiple priorities, take ownership, and ask the right questions.

Data Analysis Competencies

• Strong analytical and problem-solving skills with attention to detail.

• Ability to work with large datasets to identify trends, anomalies, and data-quality issues.

• Exposure to data validation, reconciliations, and root-cause analysis.

Technical Skills

• Working knowledge of SQL, including queries, joins, and basic data manipulation.

• Programming knowledge in at least one language is required. Python is strongly preferred for data analysis, automation, and reporting.

• Understanding of relational databases, data models, and data warehouse concepts.

• Familiarity with ETL concepts, APIs, and file-based integrations is a plus.

• Exposure to reporting and dashboard tools such as Power BI, Tableau, or similar technologies.

Domain and Platform Knowledge

The primary domain focus is Alternative Investments, including Private Equity, Private Credit, Real Estate, Infrastructure, Real Assets, Hedge Funds, and Fund-of-Funds. Interest in or basic knowledge of investment operations, portfolio accounting, performance measurement, and investment reporting is preferred.

Exposure to eFront products such as FrontInvest and Insight, or platforms like Burgiss, Argus, Dynamo, PFaroe, Preqin, or Aladdin, is an advantage but not required. Training will be provided.

Education and Preferred Qualifications

• A bachelor's degree is required. A degree in Computer Science, Information Systems, Information Technology, Engineering, Mathematics, Finance, or Economics is preferred.

• 0–3 years of relevant experience in business analysis, data analysis, technology, or financial services; internships and project experience will be considered.

• Coursework, certifications, or personal projects in AI, machine learning, data analytics, or automation are a strong plus.

• Interest in financial services and alternative investments.

Work Environment

• This role is based in our Stamford, CT office and requires regular in-office presence in line with firm workplace policy.

• Collaboration with global teams across multiple time zones.

• Structured mentoring and exposure to senior stakeholders, with a clear path for growth in scope and responsibility.

Success in This Role

The successful candidate will be a technically grounded, AI-forward analyst who communicates clearly and learns quickly. They will partner effectively with business and technology teams, use data and AI to solve problems, and help bring modern, agent-enabled ways of working into Alternative Investment Technology. Over time, they will grow into greater ownership of workstreams, stakeholder relationships, and delivery.

Salary Range:

$65,000 - $113,750 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

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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