Business Analyst Business Analyst …

State Street Bank
in Boston, MA, United States
Permanent, Full time
Be the first to apply
State Street Bank
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Business Analyst
Charitable Asset Management Business Analyst - Officer Boston, Massachusetts/en-US/Global/job/Boston-Massachusetts/Charitable-Asset-Management-Business-Analyst---Officer_R-626279/apply

State Street Global Advisors - Charitable Asset Management Business Analyst - Officer

Team Overview:

SSGA Charitable Asset Management (CAM) provides consultative and customized planned gift investment management, tax, and administration solutions for charitable organizations. Established in 1984, Charitable Asset Management is a boutique group within State Street Global Advisors dedicated to serving nonprofit organizations and their donors. Today, our 30 planned gift professionals work with over 200 charities with $3 billion in planned gift assets for more than 34,000 donor/beneficiaries. Our charitable clients include colleges; universities; foundations; private schools; hospitals; and cultural, environmental and religious organizations.

This role is an Officer and reports to Managing Director, Head of CAM. S/he is encouraged to seek broad base responsibilities that include marketing and promotion, client communication, compliance requirements for clients and general management related activities.

Daily requirements include but are not limited to:

Marketing and Promotion related (50%):

  • Monitor, build and maintain CAMs external and internal website contents by ensuring appropriate and timely marketing materials
  • Be the primary person to send out broad-based communications to clients and prospects
  • Own the effort on annual clients conference and bi-annual client training conference, collaborating with various teams to create agendas, find venues and catering, ensure logistics for attendees
  • Send broad-based invitations and maintain RSVP list
  • Ensure all marketing and communication materials are timely updated and compliance-approved by working with various internal teams
  • Support the Managing Director in CAMs marketing effort by assessing industry events to sponsor and maintaining inventory of promotional items
  • Liaise with vendors and negotiate selection of promotional materials handed out at trade shows, interacting with the crowd and generating enthusiasm for SSGA; and welcome guests at corporate events
  • Build internal and external awareness of the CAM team
  • Represent SSGA and CAM with professionalism at conferences and client events.
  • Conduct effectiveness analysis for marketing effort
  • Contribute to highlighting our research and value proposition
  • Serve as main point of contact externally and internally.
  • Conduct research on competitors, clients and prospects
  • Coordinate compliance approval preparation and timely dissemination of company ads, logos, reports and slides

Clients and Compliance related (35%):

  • Be the primary person triaging clients inquiries including answering the toll-free line and sorting through daily communications
  • Assist the relationship management team on AML/KYC requirements
  • Ensure timely, high quality communications to our clients and prospects; Perform editorial oversight and ensure all information distinguishes SSGA/CAM through quality and accuracy;
  • Organize and keep client and prospect material timely and in compliance; re-assess communication plans, white papers, resources, special packages, processes, and look-and-feel

General Management related (15%)

  • Provide multi-tasked support to Managing Directors leadership team; including correspondence, legal documentation, database management, risk/ethics & compliance review, expense/invoice management, meeting & event planning/logistics coordination, office inventory, floor personnel logistics, communications and problem resolution.
  • Assist in onboarding and cross training of new hires and interns; foster a collaborative working environment and coordinate team building and volunteer
  • Provide backup coverage for Managing Director as needed
  • Work on other miscellaneous and special projects as directed.

Required Skills/Experience:

Organized individual with a positive disposition, great interpersonal skills and a stellar work ethic to support the team and liaise with top-notch clients, prospects and industry partners.

Individual should be proactive, inquisitive and able to anticipate the needs of manager and team members, helping them to stay focused on their projects by attempting to resolve operational and administrative issues before they arise.

Individual will be a vital member and a major contributor to our business development and operations. Candidate should move quickly in a fast-paced changing environment and ensure they remain up to date on our processes, services, products and systems. In addition to being organized and analytical, individual should possess strong judgment and communication skills needed to contribute to and manage a variety of simultaneous projects. Candidate should be able to communicate effectively with all levels of the organization as well as outside parties.

  • Bachelors degree, preferably in communications, marketing or business management
  • 3 to 5 years of experience related to business development and marketing
  • A can-do attitude and creative mind
  • Great written and verbal communication skills
  • Resourceful, with the ability to work both independently and collaboratively
  • Professional and poised
  • Strong attention to detail
  • Interested in a career in the gift planning/investment management industry
  • Passionate about delivering high quality output
  • Proficiency with Microsoft Word, Excel, and PowerPoint

Systems Supported include:

Proficiency in Microsoft Office, Resource Scheduler, SharePoint, Internet Explorer, Salesforce, Cvent, Marketo, Workfront, Oracle

Posted 2 Days AgoFull timeR-626279

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.

Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. Its also part of our commitment to inclusion, development and engagement, and corporate social responsibility. Youll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.

As an Affirmative Action/Equal Opportunity Employer, we consider applications for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender, 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. For more information, for U.S. jobs only, please read our .