Sales Business Analyst at State Street - ScoutJobs - The AI-curated global job board
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State Street
Posted 25 days ago

Sales Business Analyst

State StreetSales Business Analyst

Requirements

Currently enrolled in Bachelors in Finance, Economics, or liberal arts, Proficiency in Microsoft Office Suite, Strong Excel skills including V-Lookup and Pivot Tables, Ability to analyze large data sets, Strong research and organizational skills, Familiarity with Salesforce

Skills

ExcelSalesforceData AnalysisPowerPoint

About the role

Responsibilities

  • Manage various projects including technology demos, client presentation materials, and executive reports on prospects and competitors
  • Analyze and load data into systems using Excel tools such as V-Lookup, Index/Match, and Pivot Tables
  • Work directly with sales teams on pricing, revenue, and deal analysis
  • Utilize Salesforce daily to create and update account information and support executive decision-making
  • Use Prequin to access market information and identify growth opportunities in specific asset classes and geographies
  • Produce weekly pipeline reports for Global Alt and Private Market deals
  • Assist in the hiring process for new co-ops, including resume evaluation and interviewing

Requirements

  • Currently enrolled in a Bachelor's degree program in Finance, Economics, or Liberal Arts
  • Proficiency in Microsoft Office Suite, with strong Excel skills (formulas, pivot tables, and data visualization)
  • Ability to analyze and manage large, complex data sets
  • Strong research, organizational, and interpersonal skills
  • Familiarity with Salesforce and the ability to create reports and dashboards
  • Strong attention to detail and excellent time management skills
  • Ability to take ownership of multiple projects simultaneously

About the Company

State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. We provide investment servicing, data and analytics, research, and management to institutional clients globally, helping them safeguard and steward investments for millions of people.

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Sales Business Analyst

State Street · Quincy

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