Who we are looking for

We are seeking a motivated process and knowledge engineer to join Alpha Intelligence, State Street’s AI & Automation Center of Excellence for Alpha Implementations. In this role you will support process discovery and documentation, build structured knowledge assets, and help prepare the process foundation that our automation and AI solutions are built on.

The ideal candidate is detail-oriented, eager to learn, and keen to build a career at the intersection of investment operations, process engineering and applied AI.

Why this role is important to us

Alpha Intelligence goes beyond documenting processes — we redesign how Alpha implementations are delivered. This role connects process discovery, future-state design, automation and AI, implementation and continuous improvement.

About the team — Alpha Intelligence

Alpha Intelligence is State Street’s AI & Automation Center of Excellence for Alpha Implementations — the team rewiring how the industry’s first front-to-back platform gets delivered. We turn the deep expertise locked inside our implementation teams into engineered processes, governed knowledge and intelligent agents that cut manual effort, compress client go-live timelines and make every implementation faster and more predictable than the last.

We operate as one global team across the US, UK, Europe, India and APAC, combining process engineering, automation delivery, AI platform engineering and responsible-AI governance under a single roof. We work on real client implementations, not pilots that sit on a shelf — what we build is adopted, measured and scaled. If you want to shape how AI is applied to one of the most complex delivery landscapes in financial services, this is the team to do it in.

What you will be responsible for

• Support process discovery sessions, interviews and walkthroughs with subject-matter experts, capturing detailed notes and process steps accurately.

• Draft and maintain process maps, workflow documentation, business rules, exception paths and control points using approved templates and notation.

• Curate, structure and tag knowledge content — procedures, decision logic, reference material — so it can be used effectively for search, RAG and agent solutions.

• Carry out data gathering and basic analysis on volumes, effort, exceptions and rework to support opportunity assessment.

• Assist in identifying automation and AI candidates from documented processes and in preparing supporting material for intake reviews.

• Validate documented content with subject-matter experts, incorporate feedback and maintain version control and asset hygiene.

• Support testing and validation of knowledge assets, checking retrieved content for accuracy, relevance and completeness.

• Maintain the process and knowledge asset repository, ensuring content is current, correctly classified and easy to find.

• Provide regular progress updates on assigned tasks and flag issues or blockers promptly.

• Collaborate with global CoE colleagues across time zones and contribute to continuous improvement of templates and standards.

What we value

• Strong attention to detail and pride in producing clear, accurate documentation.

• Willingness to learn quickly — both the Alpha domain and emerging AI and automation techniques.

• Ownership of assigned deliverables and the discipline to complete them on time.

• Clear written and verbal communication.

• A collaborative, delivery-focused attitude in a global team environment.

These skills will help you succeed in this role

• 8–10 years of experience in business analysis, process documentation, operations or automation/testing support, preferably within financial services.

• Understanding investment management or capital markets operations and the trade lifecycle across front, middle and back office.

• Exposure to process mapping and documentation tools (Visio, BPMN, UiPath Task Capture or equivalent).

• Awareness of automation platforms such as UiPath and of AI/GenAI concepts including RAG and knowledge structuring.

• Good analytical skills with working proficiency in Excel, PowerPoint, SQL, JIRA and Confluence.

• Ability to organize work, manage multiple tasks and deliver to agreed timelines.

• Flexibility to work across APAC, UK or US time zones as required.

Education & Preferred Qualifications

• Bachelor’s degree or higher in Technology, Engineering, Finance, Management or Information Systems.

• Certifications in process excellence, automation or AI are an advantage.

Interested but do not meet every qualification? If your experience and transferable skills align with the overall role, we encourage you to apply. We value different paths to building relevant expertise and will consider the full picture of what you can bring to the team.

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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