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Global Reporting COE – Associate 2

  • Job
    Full-time
    Mid Level
  • Data
    Banking & Finance
  • Quick Apply

AI generated summary

  • You need a finance/accounting degree, 3+ years in banking/finance, strong communication and analytical skills, and proficiency in advanced Excel; knowledge of SQL, Tableau, and Alteryx is a plus.
  • You will ensure accurate reporting, analyze data for patterns, liaise with teams on root causes, design solutions, and support efficiency initiatives while managing global business reporting needs.

Requirements

  • Bachelor’s degree in finance / accounting
  • Excellent oral & written communication, team handling, stakeholder management and ability to work as a contributor and work with a team
  • Research, analysis, Reporting experience of minimum 3 years in Global Services / Banking / Finance related discipline
  • Excellent understanding of Financial Markets, instruments, various products, Banking & Investment Banking Domain
  • Strong analytical skills and client service focus
  • Experience only in the relevant domain of markets & Banking
  • Ability to effectively communicate and work with highest level of independence to maintain credibility and respect with clients & State Street organization.
  • Solid understanding of best practice theories
  • Excellent time management skills, along with strong problem resolution and analytical skills.
  • Computer literate – Additional technical skills of Access Database and advance excel. Good to have skills - SQL, Power Query, Tableau, Alteryx, Crystal Reports

Responsibilities

  • Work with the senior Manager to ensure no misses or errors in reporting function
  • Review key statistics including recon breaks, fail reports and error reports for patterns & root causes.
  • Has analytical skills to recognize data sets and provide quick responses to Management ad-hoc requests
  • Laisses with business operations teams to confirm understanding of root causes.
  • Designs & executes plans to permanently rectify causes of breaks, etc.
  • Where technology solution is necessary, works with the business to complete a business case
  • Assists the manager in new business efficiency initiatives, and is able to spot bottlenecks in reporting resolve issues and create reporting as per stake holder requirement
  • Uses domain knowledge of financial markets, global markets and resolve issues.
  • Provides proactive input on process improvement and assists the manager in working with various Business operations, on-boarding, training etc. to ensure timely and accurate reporting for all business/client teams globally
  • Since Job involves coordination over multiple geographies, the candidate should be willing to be flexible on work timings including US shift.
  • Technical skillset - Access Database and advance excel.

FAQs

What is the primary purpose of the Global Reporting COE role?

The primary purpose of the Global Reporting COE role is to engage with State Street stakeholders and provide innovative solutions to reporting requirements across four business units, including Enterprise Reconciliation-Middle Office, Back office, Transaction Services, and Banking.

What kind of experience is required for this position?

A minimum of 3 years of research, analysis, and reporting experience in Global Services, Banking, or finance-related disciplines is required.

What educational qualifications are necessary for this role?

A Bachelor’s degree in finance or accounting is necessary for this role.

Are there any specific technical skills required for this position?

Yes, proficiency in Access Database and advanced Excel is required. Skills in SQL, Power Query, Tableau, Alteryx, and Crystal Reports are good to have.

Is flexibility in work hours required for this job?

Yes, due to the coordination over multiple geographies, candidates should be willing to be flexible with work timings, including US shifts.

What are the key responsibilities associated with this role?

Key responsibilities include ensuring no errors in reporting, reviewing statistics for patterns, liaising with operations teams, designing plans to rectify issues, and assisting in business efficiency initiatives.

How important is communication in this role?

Excellent oral and written communication skills are essential, as the role involves team handling, stakeholder management, and effective communication with clients and the organization.

What is the scope of this role within the organization?

The role operates as a distinct function independent of the business operating units.

How does this role contribute to process improvement?

The role involves providing proactive input on process improvement and assisting in working with various business operations to ensure timely and accurate reporting.

Is experience in financial markets necessary for this role?

Yes, an excellent understanding of financial markets, instruments, and various banking and investment banking products is required.

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