At a Glance
- Tasks: Support the evolution of the Charles River Wealth platform through requirements gathering and project management.
- Company: Join State Street, a leading global custodian bank and asset manager.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional growth.
- Other info: Dynamic role with opportunities to work across various teams and enhance your skills.
- Why this job: Make a real impact in the wealth management industry while collaborating with talented teams.
- Qualifications: Experience in business analysis or product management, preferably in financial services.
The predicted salary is between 55000 - 65000 £ per year.
We are seeking a Business Analyst to support the evolution of the Charles River Wealth platform by contributing to requirements definition, backlog management, and delivery execution across a range of initiatives. The candidate must have extended knowledge of the Wealth industry, excellent communication skills, hands‑on requirements gathering, modeling and planning capabilities to properly execute roadmaps across multiple development‑level teams. This role will work side‑by‑side with Technical Team Leads and Wealth Product Managers to oversee the assignment, execution, and delivery of initiatives that enhance the CRIMS Wealth platform. Additionally, the candidate will work closely with other areas of the organization such as professional services, technical implementation services, relationship managers, support, and operations teams to ensure the administration and tooling meets both internal and external stakeholder needs. This role will drive definition and delivery of functional and non‑functional requirements for our platform to ensure optimal operation of the product suite of offerings. The candidate will assist PMs and BAs in managing their product backlogs, ensuring engineering teams are taking full advantage of their allotted capacity. This role will also provide subject matter expertise to the development resources within the Engineering department.
Responsibilities
- Gather requirements from internal & external parties (design, engineering, partners, vendors, etc.) and create initiatives and manage deconstruction and delivery of the features/functions critical to the wealth/Privates’ market, prioritized based on company objectives and strategies.
- Lead the design, resourcing, and execution of the administration and utilities strategic initiatives across multiple development teams.
- Create and manage cross‑team initiatives that leverage resources from many different teams and expertise – including engineering, business, QA, support, and cloud operations.
- Be able to and willing to present to a wider internal & external audience for reviews and decision making.
- Contribute to the development of the Wealth roadmap and work hand in hand with team leads, PMs, and BAs to ensure progress according to plan.
- Ensure the delivery, documentation, and training of the platform’s deliverables.
Qualifications
- Experience in product management or business analysis for software systems.
- Bachelor’s degree in engineering, product management, business administration, finance or equivalent, and/or other work experience in a technical setting.
- Experience in Financial Services / Wealth Management is required.
- Experience working with remote teams.
- Strong analytical and problem‑solving skills.
- High motivation and the ability to take initiative, set priorities and perform tasks with minimal guidance.
Business Analyst, Charles River Development, Assistant Vice President employer: State Street Corporation
At State Street, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. As a Business Analyst in our Charles River Development team, you will benefit from extensive professional growth opportunities, competitive compensation, and a commitment to diversity and inclusion. Located in a vibrant financial hub, our employees enjoy access to cutting-edge resources and a supportive environment that encourages meaningful contributions to the Wealth industry.
StudySmarter Expert Advice🤫
We think this is how you could land Business Analyst, Charles River Development, Assistant Vice President
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like State Street Corporation. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Business Analyst, Charles River Development, Assistant Vice President
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to State Street Corporation.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on State Street Corporation's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at State Street Corporation
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with State Street Corporation.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at State Street Corporation will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former State Street Corporation employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
