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About the Role
The Business Analyst, AVP supports the Canada CEO and head of Canada Relationship Management by building executive reporting, overseeing Salesforce, governing strategic initiatives and sales pipeline, supporting the relationship management team, performing analyses, and ensuring accurate Finance forecasts.
Responsibilities
- Build executive reporting by gathering inputs from various stakeholders, including Canada senior management and sales and RM teams.
- Maintain, gather updates for, and distribute executive reports.
- Improve executive reporting.
- Prepare PowerPoint presentations for Canada senior management on a regular and ad hoc basis, including SSTCC Canadian legal entity board strategy reporting.
- Manage all Canada entries into Salesforce, ensuring timely and proper inputs from owners.
- Act as the primary BU approver for all Canada Salesforce entries.
- Define, document, and govern key strategic initiatives with Canada senior management.
- Maintain an inventory of initiatives by gathering updates from owners.
- Provide governance over the Sales pipeline and Client Health Portal through regular meetings with Canada RMs and Sales teams.
- Perform regular analyses, including client pricing and benchmarking, market share calculations, and revenue/asset trends.
- Perform ad hoc analyses as required by Canada senior management.
- Serve as a Salesforce SME and product champion in Canada, providing coaching and training to users.
- Proactively create and update Salesforce best practices.
- Explore ways to automate Salesforce reporting to save time.
- Participate in working groups to share user feedback and recommend improvements for Salesforce and Client Health Portal.
- Periodically review reports and decks, making improvements to format and flow with creative visual impact.
- Identify and report/escalate unusual or potentially suspicious activity in accordance with corporate policy.
- Address non-responsiveness and/or neglect in providing updates to Salesforce or key initiatives.
Requirements
- Business degree plus a minimum of 6 to 7 years related experience.
- Proficient with Microsoft Office suite, especially Excel and PowerPoint.
- Good knowledge with Salesforce.
- Working knowledge of State Street internal systems is an asset.
Skills
- Salesforce
- Microsoft Office Suite
- Excel
- PowerPoint
Location
- Canada
Work Type
- Full-time
Experience Level
- AVP
- 6-7 years
Education Level
- Business degree
Salary/Compensations
- $91,000 - $140,500 Annual
Benefits
- Competitive and comprehensive benefits packages
- Generous medical care
- Insurance plans
- Savings plans
- Flexible Work Programs
- Development programs
- Educational support
- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Vibrant employee networks
About the Company
- State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world.
- We are making our mark on the financial services industry through technology and product innovation.
- For over two centuries, we have helped clients safeguard and steward investments.
- We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
- We keep our clients at the heart of everything we do.
- We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.
- Join us in shaping the future.
Equal Opportunity
- State Street is an equal opportunity and affirmative action employer.
- 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.
- We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality.