State Street→
Sales and RM Business Analyst, 6 Months… at State Street · Boston
InternshipOn-siteFull-timeBoston, MA$42k–$65k/yr
Skills
microsoft exceldata analysisresearch skillssalesforceproject management
Job Description
Summary: State Street is one of the largest custodian banks and asset managers in the world, offering a unique opportunity for individuals to gain experience in sales and relationship management. The Business Analyst Co-op will assist in managing projects, analyzing processes, and supporting the sales and relationship management teams to enhance client engagement and drive revenue growth.
Responsibilities:
- Manage various projects at the same time and be able to report on the status of each of them when needed. Projects can be global in scope and may involve:
- — technology/demos
- — presentation materials for client meetings
- — summaries and executive reports on prospects and competitors
- — marketing, product research, monitoring competitive firms and their products, etc
- — risk and compliance initiatives
- — internal and external events
- Analyze processes, work with subject matter experts, draft edits or create new procedural documents and work with management team to finalize and roll the out to the teams
- Analyze and load data to our systems in an accurate and time efficient way – leveraging tools in Excel such as V-Lookup, Index/Match, Pivot Tables
- Work directly with salespeople on pricing, revenue and deal analysis
- Exposure to Salesforce on a daily basis (Create and update account information, business analysis that will help support executives’ decision making)
- Participate in the hiring of new co-ops including evaluation of resumes, interviews, training, creating procedures and guideline documents, creation of video training series, and more
- Produce a weekly Volcker Report on Global Alts deals
Required Qualifications:
- Strong research and organizational skills
- Strong interpersonal skills to work with various cross-division teams
- Able to take ownership and initiative of various projects at any given time and monitor status of each one
- Interest in learning about the industry, sales process, sales enablement, and client relationships at State Street
- Proficiency with the Microsoft Office Suite – strong Excel skills (formulas, pivot tables, data visualization) and familiarity with PowerPoint
- Ability to analyze and manage large data sets
- Familiarity with Salesforce and creating reports and dashboards will be helpful
- Willingness to learn new technologies and systems for project work
- Excellent time management and flexibility with daily tasks
- Attention to detail
Required Skills: Microsoft Excel, Data analysis
Important Skills: Research skills, Salesforce, Project management
Internship Start Date: Start in 2026 Summer
Benefits: Retirement savings plan (401K) with company match, Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages, Paid-time off including vacation, sick leave, short term disability, and family care responsibilities, Access to our Employee Assistance Program, Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans), Eligibility for certain tax advantaged savings plans
Benefits
Retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to our Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
Eligibility for certain tax advantaged savings plans