Client Implementation SME - Alpha Performance, VP-1 (Daly City) Job at Todd & Weld, LLP, Daly City, CA

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  • Todd & Weld, LLP
  • Daly City, CA

Job Description

Who we are looking for
We are seeking an experienced client implementation SME to join a team of performance experts to onboard clients to the Alpha Performance Service. The ideal candidate must have a strong background in investment performance measurement, data management, and client reporting for asset managers. Additionally, the successful candidate should be able to collaborate effectively with internal departments who perform component functions in the service.

Why this role is important to us
The team you will be joining is a part of a global, cross-divisional group supporting State Street AlphaSM.
State Street AlphaSM redefines the common definition of 'alpha' to mean powering better performance and outcomes at every point on the investment lifecycle and is the first open platform from a single provider that connects the front, middle and back office. It harmonizes data, technology and services across trusted providers to help our clients better manage their businesses.
Join us if making your mark in an ever-changing, increasingly complex and competitive industry is a challenge you are up for.

What you will be responsible for
As a Client Implementation SME, Alpha Performance you will
  • Work with the Implementation Lead to define the client solution design, conversion approach, implementation plan, and go-live activities from a performance perspective for converting clients onto State Street's Alpha Performance platform
  • Assist in analyzing and documenting client requirements for large and/ or complex efforts.
  • Perform and support testing efforts
  • Work with your counterparts on the client side to configure the Alpha Performance solution for client-specific workflows
  • Participate in interactions with clients around the delivery of the solution
  • Feed into the continuous improvement of methodologies and processes required to deliver successful solutions
  • Assist the pre-sales team to determine whether the Alpha performance offering meets prospect requirements
  • Work with the Product team to close functionality gaps identified during the requirements gathering phase
  • Collaborate with other teams to share approaches, develop best practices and improve team capabilities to successfully migrate clients
  • Become a Performance product SME on State Street's Front-to-back platform
  • Some travel may be required
What we value
  • Strong problem solving and time management skills
  • Ability to work on multiple projects concurrently and prioritize work accordingly
  • Ability to analyze problems and identify holistic solutions while balancing the need for successful client outcomes and Alpha goals
  • Excellent presentation, communication and teamwork skills
  • Able to build and maintain positive relationships with the team, across the business and with clients
  • Apply lateral and conceptual thinking in order to design appropriate solutions
  • Ability to work in a fast-paced, deadline orientated, globally structured team-based environment
Education & Preferred Qualifications
  • Bachelor's degree or above preferred
  • Minimum 7 years experience in the fintech space, implementing and supporting performance and attribution solutions
  • Nice to have - CFA/ CIPM

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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs 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 perspectives 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 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 programs 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

Salary Range:
$135,000 - $210,000 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.
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Job Tags

Full time, Flexible hours,

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