State Street Consultant Relations Analyst in Boston, Massachusetts

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State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability.

As the Consultant Relations Analyst, you will support the US Consultant Liaisons and their relationships with the US based Investment Consulting firms. You will support the Liaisons in promoting and communicating SSGA capabilities, products and thought leadership to consultants and help provide creative solutions for their clients.


    • Partner with the Liaisons and other Analysts to support relationships with US Consultants
    • Respond to consultant inquiries
    • Ensure prompt follow-up to open issues pertaining to consultants
    • Work on targeted consultant communications
    • Project related work as needed
    • Support Consultant Relations Liaisons while they are traveling
    • Assist in data gathering for all Quarter-end/Search requests with tight deadlines that cannot be sent to the RFP team
    • Oversee meeting materials and preparation and facilitate the presentation process to ensure that all decks get through compliance in a timely manner a few days before the meeting (if possible)
    • Responsible for performing some administrative duties as needed, including
    • Recording and categorizing queries and requests from consultants
    • Attend onsite meetings and conference calls and write-up notes in SalesForce
    • Organize small events/Integrated learning sessions revolving around consultants
    • Update Salesforce system with meetings, schedules, notes, contact details
    • Update the US and Global CR Activity Report and ensure all activity is reported in a timely manner each month
    • Undertake research projects related to specific consultant, asset class or product issues
  • Bachelor’s degree (or equivalent), finance/economics background a plus

  • Strong interpersonal communication skills, both written and verbal
  • Superior organization skills and the ability to prioritize time-sensitive tasks and work independently
  • Ability to multi-task and work well under pressure in a fast-paced environment.
  • Excellent attention to detail and ability to follow through
  • Highly proficient in Microsoft Office including Outlook, Excel, PowerPoint and Word
  • Series 7 and 63 or commitment to obtain licenses within 6 months of employment



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Job Title: Consultant Relations Analyst

Job ID: 168413

Full/Part Time: Full FTE

Regular/Temporary: Regular

Location: US-MA-Boston