Interactive Report Designer, Assistant Vice President

State Street’s MyStateStreet Reporting Team provides a full suite of advanced reporting services to sophisticated investment managers. We aggregate data from multiple internal and external sources (IBOR, ABOR, CBOR, performance, market data vendors, client data, etc.) through robust workflows to produce client-ready reports. As a self-service reporting team, we tackle some of the bank’s most complex global reporting requirements.

In this AVP, Report Development role, you will be an individual contributor (no direct reports) responsible for designing and delivering dynamic client-facing reports via MyStateStreet (State Street’s client web portal). You will serve as a subject matter expert in State Street’s Interactive Report Designer (IRD) platform, developing reporting solutions that support global requirements across the CDFS (Custody, Digital, and Fund Services) domain. Success in this role will be measured by timely, high-quality delivery of reporting products that meet diverse client needs.

Role Overview

The AVP will lead the creation of reports for State Street’s Investment Services clients. This includes working closely with data experts and product teams to translate complex data into clear, actionable visualizations and reports. The ideal candidate is technically skilled in BI/reporting tools and data warehousing, with a strong capacity to manage stakeholder expectations and deliver solutions on time in a fast-paced, global environment.

Key Responsibilities

• Design and develop reports using IRD and visualizations using Manage Card Designer (MCD)

• Analyze large-scale datasets and contribute to data modelling and data mart design.

• Implement reporting and visualization solutions using BI suites such as Jasper, WebFocus, Actuate, and eSpreadsheet.

• Apply strong SQL skills for data analysis, query optimization, and validation.

• Collaborate with data sourcing teams and product stakeholders to ensure data integrity and alignment with business logic.

• Act as a subject matter expert for IRD, supporting ad-hoc report creation and issue resolution.

• Stay current with Big Data platforms, cloud technologies, and tools like Data Bricks, Snowflake, and EDW.

Required Skills and Experience

• Expertise in State Street’s IRD platform in preferred but not required.

• Proficiency in BI tools such as JasperReports, WebFocus, Actuate, and eSpreadsheet.

• Strong SQL skills and experience with large-scale data warehouse environments.

• Knowledge of data governance and data quality techniques.

• Familiarity with Big Data platforms, cloud technologies, Snowflake, and Databricks.

• Understanding of front, middle, and back-office investment operations and trade lifecycle.

• Strong analytical, problem-solving, and communication skills.

• Ability to manage multiple priorities and deliver high-quality outputs on time.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, MIS, Computer Science, or related field.

• 10+ years of experience in data analysis, dashboard design, and business intelligence.

• Experience with financial reporting, data warehousing, and BI tool architecture.

• Familiarity with SDLC or Agile methodologies.

• Excellent written and verbal communication skills.

Summary Table

Category

Details

Role Level

AVP (Individual Contributor)

Key KPI

Timely delivery of reporting solutions

Focus Areas

Data analysis, dashboard development, client reporting

Required Skills

WebFocus, SQL, BI tools, data modelling, data governance

Qualifications

Bachelor's degree, 10+ years’ experience, financial services background

Job Purpose

State Street Global Exchange’s “Data-as-a-Service” platform, Alpha (SM) core, lets you load, enrich and aggregate investment data. Clients’ will be able to manage multi-asset class data from any service provider or data vendor for a more holistic and integrated view of their holdings. This platform reflects State Street’s years of experience servicing complex instruments for our global client base and our investments in building advanced data management technologies. 

Reporting to the Implementation Lead in Hyderabad, the Business Analyst is responsible for analysis leading to successful delivery of Alpha to clients.

Qualifications include:

• Bachelor’s Degree in Computer Science, Information Technology, Finance, or Accounting

• 10+ years of experience in a data architecture or data modeling role

• Experience in designing and implementing relational data models for a variety of data sets which include audit, time series, complex relationships, and high-volume

• Experience and understanding of system performance and profiling techniques of complex data model for storage and consumption

• Demonstrated ability to rationalize problems and use judgment and innovation to define clear and concise solutions

• Demonstrate strong collaborative experience

• Good understanding of SDLC practices

• Experience with PostgreSQL, Attunity Compose and Replicate is considered a plus

• Strong Data warehousing Concepts, ETL tools like Pentaho Kettle

• Strong SQL knowledge is a must.

• Exposure to the financial domain is considered a plus

• Cloud Managed Services like AWS is considered a plus

• Prior experience with State Street and Charles River Development ( CRD) considered a plus

• Experience in tools such as Visio, Powerpoint, Excel, SQL

• External systems such as Bloomberg, Reuters, Rating agencies and Benchmark data providers

Key Attributes include:

• Team player with professional and positive approach

• Flexible and can adapt easily to changing/evolving role requirements

• Creative, innovative and able to think outside of the box

• Strong attention to detail

• Self-motivated & self-sufficient

• Effective communicator both written and verbal

• Brings a high level of energy with enthusiasm to generate excitement and motivate the team

• Able to work under pressure with tight deadlines and/or multiple projects

• Experience in negotiation and conflict resolution

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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