Business Analyst, Assistant Vice President
Core
Support the Canada CEO and Head of Relationship Management by building executive reporting, managing Salesforce governance, and performing financial analyses.
Role type
Senior Business Analyst (AVP)
Builds
Executive reporting decks, Salesforce data governance, strategic initiative inventories
Domain
Financial Services / Asset Management
Deliverable
dashboards & analysis
Required skills
Executive reporting, Salesforce administration, Financial forecasting, Data analysis, Presentation design, Stakeholder management
Preferred skills
State Street internal systems knowledge, Salesforce automation, Coaching/training
Technologies
Salesforce, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Build and maintain executive reporting and presentations; Manage Canada Salesforce entries and act as primary approver; Govern strategic initiatives and sales pipeline; Perform client pricing, benchmarking, and revenue trend analyses; Identify and report suspicious activity.
Seniority
Senior, hands-on IC