364 matching jobs for “Client Relationship Analyst”

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State Street

Risk Analytics, Senior Associate

Bengaluru, India

Full time

As an Sr Risk Analyst in the Investment Risk Analytics team , you will play a pivotal role in ensuring client portfolios adhere …

Added Oct 28, 2026

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State Street

Risk Analytics, Senior Associate

Bengaluru, India

Full time

As an Sr Risk Analyst in the Investment Risk Analytics team , you will play a pivotal role in ensuring client portfolios adhere …

Added Oct 28, 2026

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Mastercard

Consultant, Advisors & Consulting Services, Strategy & Transformation

Tokyo, Tokyo, Japan

… transformational business challenges. They apply a broad set of problem-solving techniques to improve the client’s overall strategy, performance, and operations. Positions for different specializations and levels are …

Added Oct 27, 2026

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M&T Bank

Senior Wealth Investment Advisor

New York City, New York, United States

In person

Pay posted by employer$170,500–$284,100

… products/services to clients and prospects. Develop Individual Policy Statement (IPS) with and for client including annual reviews and updates. Implement investment strategy recommendations. Communicate Wilmington …

Added Nov 3, 2026

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Mastercard

Consultant, Advisors & Consulting Services, Deploy

Singapore

… and drive growth. They serve as the Center of Engagement across all stakeholders within Mastercard and the client’s organization. Positions for different specializations and levels are available in separate job postings. …

Added Oct 27, 2026

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State Street

Head of UK Consultant Relations VPII, State Street Investment Management

London, England

Full time

sits in the Global Client Coverage Group, reports to the Head of UK and Ireland Client Coverage, and works closely with the UK Sales …

Added Oct 27, 2026

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TIAA

Wealth Management Advisor - Ames, IA

Ames, Iowa, United States

… objectives. Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills. Builds meaningful and long-lasting relationships, developing and implementing financial …

Added Oct 27, 2026

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TIAA

Wealth Management Advisor - Coralville, IA

Coralville, Iowa, United States

Hybrid

Added Oct 27, 2026

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TIAA

Wealth Management Advisor - Sherman Oaks, CA

Sherman Oaks, CA (ES)

Hybrid

Added Oct 27, 2026

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TIAA

Wealth Management Advisor (Andover, MA)

Andover, MA, USA

Hybrid

Added Oct 27, 2026

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TIAA

Wealth Management Advisor - San Antonio, TX

San Antonio, Texas, United States

Added Oct 27, 2026

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Northern Trust

Manager, Transformation Performance and Finance

Chicago, Illinois, United States +1 location

Full time
Regular

Pay posted by employer$137,400–$233,600 USD

… underutilizing approved capital, missing milestones, failing to adopt, or not producing the intended client, field, operational or financial benefits. Key Responsibilities Transformation Performance Management …

Added Oct 16, 2026

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Truist Financial

Wealth Investment Support Specialist II

Atlanta, Georgia, United States +1 location

Provides in-office client and advisor support interfacing with our affluent investment clients and centers of influence. Provide …

Added Nov 3, 2026

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Huntington Bancshares

Corporate Banking Director, Portfolio Management

Columbus, Ohio, United States +5 locations

Pay posted by employer$93,000–$189,000

… for an assigned portfolio. The Director will frequently collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, Treasury Management, and other product partners in …

Added Nov 3, 2026

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KeyCorp

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Toledo, OH

Toledo, Ohio, United States

Full time

… pursuing a career as a Financial Advisor. Skills Analytical Skills: Ability to analyze financial data and client information to support planning and decision-making. Problem Solving: Capability to identify issues and …

Added Nov 3, 2026

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KeyCorp

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Erie, PA

Erie, Pennsylvania, United States

Full time

Added Nov 3, 2026

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KeyCorp

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Boise, ID

Boise, Idaho, United States

Full time

Added Nov 3, 2026

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KeyCorp

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Albany, OR

Albany, Oregon, United States

Full time

Added Nov 3, 2026

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KeyCorp

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Bellingham, WA

Bellingham, Washington, United States

Full time

Added Nov 3, 2026

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KeyCorp

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Goshen, IN

Goshen, Indiana, United States

Full time

Added Nov 3, 2026

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State Street

Risk Analytics, Senior Associate

Bengaluru, India

Full time

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About this opportunity

Original employer description

About the Employer:

State Street Risk Analytics combines unique capabilities in data and analytics to better serve our clients and build relationships with new customers. Through information and insights, investment analytics and data solutions, our goal is to help our clients to generate the most value.

State Street Risk Analytics’ truView platform is a web-based application providing a full suite of analytics that give clients insight into the risks and performance of their investment portfolios. Supporting all asset classes, the platform produces analytics such as: stress testing, value at risk (VaR), position specific analytics for derivatives (delta, gamma, vega etc.) and fixed income characteristics such as duration and convexity

Job Description:

As an Sr Risk Analyst in the Investment Risk Analytics team, you will play a pivotal role in ensuring client portfolios adhere to regulatory and mandate-driven guidelines. You will combine deep subject matter expertise with operational experience to drive quality, efficiency, and scalability in our service delivery. Your key responsibilities will include:

Subject Matter Expertise & Query Resolution
- Ensure active participation and ownership of new client onboarding
- Manage systematic model testing for VaR, Vol, TE, stress testing and support Back testing.
- Addressing client queries on investment risk related concepts.
- Strong understanding on security valuation, fix mis valuations on IRS, Swaps, TRS etc
- To provide timely and accurate market data for internal Market risk systems.
- Analyze time series data for information content that may be of use to Risk Managers, such as market liquidity, hedge efficiency
- Support the Client relationship team in ensuring streamlined Investor communications
- The role involves understanding the various processes to generate the risk numbers retrieved by various risk feeds. This will involve evaluation and analysis of Market risk exposures by employing statistical and other approaches.
- Responsible for accurate and timely processing, operations and controls
- Provide support, resolve client issues, and demonstrate a firm understanding of the product.
- Key focus on service delivery excellence and ability to work under pressure.

Skills/Experience Required

University degree in Finance, Accounting, Economics, or related field; FRM or CFA certification or pursuing preferred.
6 + years of Financial services experience in Investment operations.
Good understanding of all financial instruments including complex OTC products.
Understands regulatory requirements like UCITS, AIFMD, ESMA etc.
Ability to work and communicate with people across organizational units.
Strong risk mitigation, problem solving, and decision making skills.
Ability to think critically and resolve complex problems.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

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.

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