Role Summary

The Assistant Vice President – Business Analyst (AVP BA) will play a critical techno‑functional role supporting the **AUM (Assets Under Management)**and **RMS (Revenue Management System)**platforms. The role will act as a bridge between Finance, Operations, and Technology, owning requirements end‑to‑end while actively engaging in technology analysis, production issue triage, agile delivery, audit readiness, and observability.

This role requires a strong understanding of financial data flows, billing/accrual processes, and revenue systems, combined with the ability to debug issues at a functional and technical level, work closely with engineering teams, and ensure delivery excellence in a regulated environment.

Key Responsibilities

Business & Functional Ownership

• Own and manage end‑to‑end business requirements for AUM and RMS enhancements across billing, accruals, invoicing, revenue projection, and reporting.
• Partner with Finance, Billing, Operations, and Control teams to translate business needs into clear functional and non‑functional requirements.
• Drive process improvements and automation opportunities to reduce manual effort, errors, and operational risk.
• Maintain functional documentation, business rules, and traceability matrices aligned to audit and compliance standards.

Techno‑Functional & Debugging Responsibilities

• Act as a techno‑functional SME for RMS and AUM platforms, understanding data models, integrations, workflows, and calculations.
• Perform first‑level analysis of production and UAT issues, including:
• Data mismatches
• Calculation discrepancies
• Workflow failures
• Integration or batch issues
• Work closely with engineering teams to triage issues, validate fixes, and ensure root cause analysis (RCA) is completed.
• Ability to read and interpret logs, SQL queries, batch outputs, and application behavior to support faster resolution.

Agile Delivery & Stakeholder Management

• Operate as a senior BA within Agile/Scrum delivery models, supporting:
• Backlog grooming and prioritization
• Writing high‑quality user stories with acceptance criteria
• Sprint planning, reviews, and retrospectives
• Collaborate with Product Owners, Tech Leads, and QA to ensure on‑time, high‑quality delivery.
• Proactively manage dependencies, risks, and stakeholder expectations across global teams.

Audit, Controls & Risk Management

• Ensure solutions are audit‑ready with appropriate documentation, controls, approvals, and traceability.
• Support internal and external audits, regulatory requests, and compliance reviews related to RMS and AUM.
• Embed controls, validations, and maker‑checker principles into functional designs.
• Partner with Risk and Control teams to address findings and remediation actions.

Observability & Operational Excellence

• Contribute to improving observability of applications by:
• Defining functional metrics, alerts, and dashboards
• Supporting monitoring of critical workflows (billing, accruals, invoice approvals)
• Help identify early warning indicators for operational issues.
• Drive continuous improvement in resiliency, stability, and supportability of platforms.

Required Skills & Experience

Core Skills

• 10–14 years of experience as a Business Analyst / Techno‑Functional Analyst in financial services or enterprise platforms.
• Strong domain knowledge of AUM, Revenue Management, Billing, Accruals, Invoicing, or Finance systems.
• Hands‑on experience working with complex data‑driven applications.
• Strong understanding of application workflows, data lineage, and integration patterns.

Technology & Tools

• Working knowledge of:
• SQL (data validation, analysis)
• Logs and basic application debugging
• Batch processing and interfaces
• Familiarity with Agile tools (JIRA, Confluence or equivalent).
• Understanding of application monitoring / observability concepts (logs, metrics, alerts).

Process & Governance

• Strong experience in Agile / SAFe delivery models.
• Experience working in audit‑heavy, controlled environments.
• Ability to produce clear, structured documentation for business, technology, and audit audiences.

Leadership & Behavioral Competencies

• Strong stakeholder management and communication skills across business and technology teams.
• Ability to operate with ambiguity and drive clarity.
• High ownership mindset with focus on outcomes, quality, and risk management.
• Mentoring junior BAs and contributing to BA practice maturity.

Preferred / Nice to Have

• Prior experience with State Street‑like platforms (RMS, AUM, billing or finance systems).
• Exposure to cloud‑hosted applications and modernization programs.
• Experience supporting large transformation or migration initiatives.
• Certification in Agile / SAFe / Business Analysis.

Career Impact

This role offers an opportunity to:

• Operate at the intersection of Finance, Technology, and Controls
• Influence critical revenue and AUM platforms
• Grow toward Product Owner, Lead BA, or Domain Leadership roles

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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