Client Reporting Automation Configurator, Assistant Vice President

Who we are looking for

We are seeking an Assistant Vice President, Client Reporting Automation Configurator to join State Street Markets, responsible for designing, owning, and delivering scalable client reporting and automation solutions across Markets Operations.

This role is ideal for a senior automation professional who combines deep financial operations knowledge with hands‑on low‑code/no‑code development expertise, and who is ready to take end‑to‑end ownership of business‑critical solutions. The successful candidate will act as a solution designer and technical owner, bridging business, technology, risk, and operations to deliver robust, well‑governed automation outcomes.

Why this role is important to us

State Street Markets supports institutional clients with research, trading, securities lending, and innovative portfolio strategies. Client reporting, automation, and data accuracy are mission‑critical to our ability to serve global clients efficiently and at scale.

This role plays a key part in:

• Modernizing legacy reporting and macro‑based processes

• Driving adoption of low‑code/no‑code and analytics platforms

• Reducing operational risk through controlled, well‑designed automation

• Enabling faster delivery while maintaining strong governance

• As an AVP, this role is expected to shape solutions, not just build them.

What you will be responsible for

As Client Reporting Automation Configurator, Assistant Vice President you will:

Solution Ownership & Design

• Own the end‑to‑end design, implementation, and ongoing maintenance of client reporting and automation solutions within Markets Operations

• Act as solution designer and technical authority for macro‑based, low‑code/no‑code, and reporting platforms

• Translate business requirements into scalable, secure, and well‑controlled solutions

Delivery & Execution

• Deliver hands‑on solutions using Excel/VBA, Power Platform (Power BI, Power Apps, Power Automate), and other automation/analytics tools

• Oversee and coordinate testing, deployment, and post‑implementation support

• Ensure solutions meet performance, resilience, and control expectations

Governance, Risk & Controls

• Embed risk, control, and audit considerations into solution design from inception

• Partner with Risk, Compliance, and Technology teams to ensure adherence to internal standards

• Proactively identify and remediate control gaps in existing reporting and automation tools

Stakeholder & Team Collaboration

• Engage with global business stakeholders to prioritize demand and manage delivery expectations

• Provide technical guidance and informal mentoring to junior developers or analysts contributing to shared solutions

• Drive continuous improvement and standardization across reporting and automation practices

What we value

The following capabilities are critical for success at AVP level:

• Strong solution ownership mindset with accountability for outcomes

• Ability to balance hands‑on delivery with design‑level thinking

• Clear, confident communication with cross‑functional and senior stakeholders

• Strong problem‑solving skills with a focus on productivity, quality, and risk reduction

• Curiosity and continuous learning, particularly in automation and analytics platforms

• Comfort working across global teams and flexible working hours

Education & Preferred Qualifications

• Bachelor’s degree or higher (Technology, Engineering, Finance, or related field preferred)

• 10 plus years of proven experience in financial services operations (e.g., Markets, Agency Lending, Asset Servicing, IB Operations)

• Strong hands‑on experience with:

• Excel & VBA (Macros)

• Low‑Code / No‑Code platforms (Microsoft Power Platform preferred)

• SQL / Oracle or equivalent databases

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• Experience in data analytics and reporting tools (e.g., Power BI, Alteryx, Microsoft Fabric)

• Exposure to automation and reconciliation tools (e.g., Xceptor, DUCO, Qlik) is a strong plus

• Experience with RPA or scripting platforms (UiPath, Blue Prism, Automation Anywhere, Python) is beneficial

• Strong written and spoken English communication skills

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

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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