Portfolio Finance Quantitative Strategist, Vice President

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Portfolio Finance Quantitative Strategist (Financing Solutions), Vice President

Location : Boston, MA or Jersey City, NJ

Team : Financing Solutions (Agency Lending, Prime Services, Secured Financing / Repo)

Why this role is important to us

State Street's Financing Solutions organization helps institutional clients generate income, facilitate short sales, and obtain secured financing through three core businesses-Agency Lending, Prime Services, and Secured Financing / Repo. The Portfolio Finance team optimizes financial resources across these products, with remit spanning portfolio pricing, balance sheet optimization, analytics and risk management. The role will have close proximity to the Prime Services product while supporting decision-making across the broader Financing Solutions franchise.

Who we are looking for

We are seeking a quantitatively strong, market-savvy strategist to build and scale the analytics that power pricing, balance sheet usage, and risk optimization across Financing Solutions. You will design the models, data pipelines, and decision frameworks that inform how we deploy capital and liquidity, manage inventory and financing, and set client- and product-level pricing-partnering closely with Trading, Client Management, Technology, Operations, Risk, and Business Development. This role blends hands-on modeling and programming with product thinking, and rewards an entrepreneurial mindset that is comfortable with ambiguity, moves quickly from hypothesis to evidence, and communicates clearly to both business and technical audiences.

What You will be responsible for

Portfolio Finance & Resource Optimization

Develop quantitative models that optimize capital, liquidity, and balance sheet usage across the Prime Services (physical & synthetic) client base

Incorporate capital, leverage, and liquidity considerations and translate model outputs into pricing frameworks and client / product profitability analytics.

Build resource calculators and "what-if" tools (e.g., RWA / Liquidity actuals vs. forecasts) to support scenario planning, revenue forecasts, and allocation decisions.

Analytics & Market Intelligence

Design and maintain asset- and portfolio-level analytics and benchmarking methodologies reflecting market conditions, asset / client mix, and counterparty behavior.

Construct dashboards and insights that provide timely, trusted views on key business metrics, including utilization, inventory, P&L / attribution, financing spreads, client / product ROC and pipeline.

Source, normalize, and integrate market and peer data to identify opportunities / risks, and inform product strategy and client engagement.

Data, Tooling & Infrastructure

Define data requirements and work with Engineering / DA teams to build robust ETL / ELT processes, canonical data sets, and centralized metrics

Implement model governance practices (performance monitoring, periodic recalibration, etc).

Cross-Functional Collaboration & Delivery

Collaborate with Client Management and Trading to design and develop portfolio analytics and optimization tools that inform pricing and inventory decisions.

Serve as a subject matter expert for the technical aspects of Portfolio Finance analytics and trading

Research & Innovation

Partner with internal research groups (e.g., State Street Associates) to apply machine learning and advanced analytics to financing use cases : demand forecasting, pricing elasticity, anomaly detection, and optimization heuristics.

Prototype new data-driven decision aids and assess the ROI of techniques; champion a test‑and‑learn culture with rigorous measurement.

What we value (Must‑Haves)

Deep quantitative orientation with demonstrated experience in financial resource optimization (capital, liquidity, funding) and portfolio / pricing analytics within a front-office markets context.

Hands-on programming skills-Python (preferred) and comfort working with large datasets and performance‑sensitive code.

Relational database fluency (e.g., Sybase, Oracle, SQL) and practical data engineering hygiene (schemas, indexing, query optimization).

Experience analyzing, merging, and interrogating large datasets to uncover relationships and drive decisions

Statistical modeling and backtesting experience (time series methods, classical statistics, validation, diagnostics).

Experience with cloud computing (AWS, Databricks) for operationalizing models / workflows (containerization, orchestration, CI / CD for analytics).

Exceptional communication (written & verbal) : able to explain complex models in accessible terms and influence senior stakeholders.

A "do‑anything" owner's mindset; creative, pragmatic, and willing to challenge current paradigms.

Education and preferred qualifications

Undergraduate or Masters in Mathematics, Engineering, Computer Science,

or related quantitative field; or equivalent practical track record.

5+ years in financial services in quantitative / technical roles with measurable impact on pricing, resource optimization, or product profitability.

Strong market literacy across securities financing products (Agency Lending, Prime Brokerage-physical & synthetic, Repo / Secured Financing)

Salary Range :

$170,000 - $173,750 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street's comprehensive benefits program, which includes : our 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); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https : / / hrportal.ehr.com / statestreet / Home.

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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It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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