✦ Luna Orbit — Finance & Accounting

State Street Alpha Client Data Integration (CDI) Lead, Vice President

at State Street

Unknown 💰 $110K – $181K USD / year Posted March 17, 2026
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Position Details

Salary $110K – $181K USD / year
Type Not Specified
Experience lead
Exp. Years Not specified
Education Not specified
Category Finance & Accounting

About this role

This role involves leading client onboarding and supporting transaction management projects within the middle office of a financial services firm, ensuring data accuracy and operational efficiency.

Key Responsibilities

  • Leading client onboarding
  • Managing data and processes
  • Interpreting business requirements
  • Supporting transaction projects
  • Identifying transformation opportunities

Technical Overview

Focuses on data analysis, requirements gathering, documentation, and process alignment in financial services, with an emphasis on middle office transaction management.

Ideal Candidate

The ideal candidate is a professional with a strong background in financial services data analysis, client onboarding, and transaction management within middle office operations. They should possess excellent communication skills and experience in requirements gathering and documentation.

Must-Have Skills

Data analysisBusiness systemsTransaction managementClient onboardingRequirements gatheringDocumentationFinancial services data

Nice-to-Have Skills

Trade processingMiddle office operationsData mappingTransformation opportunitiesOperating models

Required Skills

Data analysisBusiness systemsTransaction managementClient onboardingRequirements gatheringDocumentationFinancial services data

Hard Skills

Data AnalysisBusiness SystemsTransaction ManagementData MappingRequirements GatheringDocumentationFinancial Services DataTrade ProcessingMiddle Office OperationsClient Onboarding

Soft Skills

Verbal CommunicationWritten CommunicationPresentation SkillsCollaborationAnalytical ThinkingProblem Solving

Industry & Role

Industry Financial Services
Job Function Business analysis and client onboarding in financial services
Role Subtype Business Analysis

Keywords for Your Resume

transaction managementmiddle officeclient onboardingdata analysisrequirements gatheringfinancial services datatrade processingdocumentationoperating modelsbusiness systemsAlpha Transaction ManagementAlpha Client Data IntegrationState StreetMiddle OfficeData MappingTransformation Opportunities

Deal Breakers

Lack of experience in financial services data, No client onboarding experience, No understanding of middle office operations, Lack of communication skills, No experience with requirements gathering

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