State Street

State Street

Posted via Workday

Implementation Reporting and Intelligence, Senior Associate

Apply by Dec 31, 2026

Posted Oct 16, 2026

Role at a glance

Salary
Not Disclosed
Location
Hangzhou, China
Employment
Full-time
Experience
Senior Level Education & Preferred Qualifications Bachelor’s degree and above Great English communication and presentation skill Working knowledge of investment lifecycle and financial market/product More than 5 year working experience in related industry MS Office Products Include hands on experience in an analyst role within the fund and financial market experience Industry / Vendor Platforms (CR IMS, Omgeo: Oasys/CTM/Alert, Markit, BBG AIM, Simcorp, Thinkfolio, BR Aladdin) Transaction Management Processing systems (STT systems: GTM, DHub, RKS, WSO, GRS, RDM, ETD Common/Accounting) Visio/Tableau skills a plus
Education
Education & Preferred Qualifications Bachelor’s degree and above

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Role Summary

AI-generated

The Alpha Implementation Reporting and Intelligence Senior Associate supports Alpha Services’ strategy and execution through scalable engagement and solution-design materials, client implementation analysis, and internal reporting. The role also contributes to executive decision-making through cross-client status reporting and financial analysis.

What You'll Do

  • Create central libraries of client, consultant, and internal collateral, artifacts, and inventories describing capabilities, services,...
  • Support client solution design and implementation by applying foundational analysis and standard artifacts.
  • Support the sales engineering lifecycle, including client presentations, RFPs, and consultant support.
  • Develop cross-client implementation status reporting for information sharing and executive reporting.
  • Create and maintain financial models and analysis to support resourcing, budgets, and client P&Ls across internal teams, engagements,...

Generated from the employer's posting. Verify important details before applying.

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Qualifications

Understanding of business systems, project management, client relationships, the financial industry, and system development lifecycle methodologies, particularly the analysis stage; analytical and interpersonal skills; communication and collaboration across business and technical teams; time management and organization; creative and strategic thinking; project management and client requirement gathering.

Preferred

  • Bachelor’s degree and above
  • Great English communication and presentation skill
  • Working knowledge of investment lifecycle and financial market/product
  • More than 5 year working experience in related industry
  • MS Office Products
  • Include hands on experience in an analyst role within the fund and financial market experience
  • Industry / Vendor Platforms (CR IMS, Omgeo: Oasys/CTM/Alert, Markit, BBG AIM, Simcorp, Thinkfolio, BR Aladdin)
  • Transaction Management Processing systems (STT systems: GTM, DHub, RKS, WSO, GRS, RDM, ETD Common/Accounting)

Original job description

Content provided by the employer

Who we are looking for 
The Alpha Implementation Reporting and Intelligence Analyst will act as a key role in optimizes Alpha Services’ Strategy and Execution, building scalable models and playbooks for Alpha engagement and solution design, due-diligence and execution, supporting numerous client activities, internal reporting and financial analysis, and leading analysis in these areas to support executive strategy and decision making.  

Why this role is important to us 
By strategically and thoughtfully planning for engagements and implementations, as well as executing on strategic projects with a client agnostic, scalable and thoughtful approach, your collaboration with both Alpha services teams and clients will enable growth and fulfill the Alpha vision to help our clients better manage their businesses. 

What you will be responsible for 

  • Articulation of detailed capabilities, services and procedures for Clients, Consultants and Internal groups by creating central libraries of detailed and consistent collateral, artifacts and inventories 
  • Application of foundational analysis and standard artifacts to client engagements by supporting detailed client solution design and implementation 
  • Support of the Sales Engineering process & lifecycle (i.e. client presentations, RFPs, consultant support) 
  • Development of an internal cross-client implementation status reporting to support information sharing and executive reporting across Alpha client engagements and implementations 
  • Creation & maintenance of financial models and analysis across internal teams, client engagements and strategic projects to support resourcing, budget and client P&Ls 

What we value
These skills will help you succeed in this role:

  • Good understanding of business systems, project management, client relationship,  financial industry, and system development lifecycle methodologies to support projects through their life cycle, with the emphasis on the analysis stage.
  • Excellent analytical and interpersonal skills
  • Ability to communicate, and collaborate across business and technical teams
  • Excellent time management and organization skills, with the ability to manage multiple competing priorities
  • Ability to think creatively and strategically with a focus on achieving outcomes
  • Project management skill and client requirement gathering

 

Education & Preferred Qualifications

  • Bachelor’s degree and above
  • Great English communication and presentation skill
  • Working knowledge of investment lifecycle and financial market/product
  • More than 5 year working experience in related industry
  • MS Office Products
  • Include hands on experience in an analyst role within the fund and financial market experience
  • Industry / Vendor Platforms (CR IMS, Omgeo: Oasys/CTM/Alert, Markit, BBG AIM, Simcorp, Thinkfolio, BR Aladdin)
  • Transaction Management Processing systems (STT systems: GTM, DHub, RKS, WSO, GRS, RDM, ETD Common/Accounting)
  • Visio/Tableau skills a plus

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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State Street

About the company

State Street

Large Enterprise

State Street is a leading financial services and bank holding company, headquartered in Boston, Massachusetts. With a strong focus on investment management and servicing solutions, State Street supports institutional investors worldwide by providing services such as asset management, investment research, and trading. Renowned for its commitment to innovation and sustainability, State Street leverages advanced technology and data analytics to enhance investment strategies and customer experiences. The company prioritizes diversity and inclusion within its workforce, reflecting its dedication to fostering a dynamic and collaborative environment.