Client Reporting - Team Lead
State Street · Posted Nov 5
Investment servicing, custody, asset management, and trading solutions for institutional investors
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About the role
State Street is a global financial services firm serving institutional investors with risk management, performance, and reporting capabilities. This is a business and reporting-focused role supporting business, operational, and management reporting, data analysis, reporting governance, and process improvement initiatives. The Reporting Analyst/Team Lead prepares dashboards, scorecards, and management information, performs data validation, and drives reporting automation, standardization, and transformation in partnership with business, technology, and data teams.
What you will do
- Manage and support business, operational, and management reporting requirements.
- Analyze data to identify trends, risks, opportunities, and actionable insights.
- Partner with stakeholders to understand requirements and translate them into effective reporting solutions.
- Prepare and maintain reports, dashboards, scorecards, and management information.
- Perform data validation and quality checks to ensure accuracy, completeness, and consistency.
- Identify opportunities for reporting automation, standardization, and process improvement.
- Support reporting transformation initiatives, including report rationalization and migration to improved reporting solutions.
- Collaborate with business, technology, and data teams on reporting enhancements and issue resolution.
- Maintain reporting documentation, process maps, data definitions, and governance controls.
- Drive continuous improvement by identifying opportunities to reduce manual effort and improve reporting efficiency.
Skills used in this role
What the employer is looking for
- 6 to 8 years of experience in data analysis, business reporting, management reporting, or a related function.
- Strong analytical and problem-solving skills, with the ability to interpret large datasets and derive meaningful insights.
- Strong proficiency in Microsoft Excel and experience working with reporting and analytical tools.
- Good understanding of data quality, validation, controls, and reporting governance.
- Experience in requirements gathering, process improvement, and stakeholder management.
- Strong communication and documentation skills.
- Ability to work effectively with business and technology teams.
Preferred qualifications
- Basic SQL knowledge, including simple queries for data extraction and validation.
- Working knowledge of Power BI, including dashboards, visualizations, filters, and basic data modelling.
- Basic DAX knowledge, including simple measures and calculated columns.
Benefits and support
- flexible work-life support
- paid volunteer days
- employee networks
- inclusive development opportunities
About State Street
State Street Corporation is a leading global financial services holding company providing institutional investors with investment servicing, investment management, and investment research and trading. Operating in more than 100 geographic markets worldwide, the company manages and administers trillions of dollars in assets through its core divisions like State Street Global Advisors and State Street Alpha. Headquartered in Boston, Massachusetts, it traces its origins back to 1792.
- Industry
- Financial Services
- Company size
- 51000+ employees
- Founded
- 1792-06-25
- Location
- Boston, Massachusetts, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
John Woods
Chief Financial Officer
Mostapha Tahiri
President of State Street Alpha & Chairman of Asia Pacific
Ann Fogarty
Enterprise Chief Operating Officer
President and Chief Executive Officer of State Street Investment Management
Recent coverage
State Street Newsroom
State Street Investment Management Launches SPYMX Mutual Fund Share Class of SPYM, its Low-Cost S&P 500® ETF2026-10-30
State Street Newsroom
State Street Advances Daily NAV Capabilities for Private Markets Strategies in Support of Apollo's Daily Pricing Initiative2026-10-28
Business Wire
State Street Corporation (NYSE: STT) Reports Third-Quarter 2026 Financial Results2026-10-14
State Street Newsroom
State Street Elects Alexander Vollert to Its Board of Directors2026-10-13