Asset Owners and Insurance Lending – Global Credit Finance, Vice President

State Street
Boston, US

Job Description

Who we are looking for

The Global Credit Finance (GCF) division at State Street provides a range of financial solutions to support clients across the bank. We are a global division with approximately 150 employees in various locations worldwide.

The Asset Owner and Insurance Lending team in GCF provides liquidity and credit products to support a diverse group of State Street clients across the asset owner and insurance customer segments, including municipalities, non-profits, corporates, and insurance companies. We are seeking a Vice President to serve as the lending officer responsible for client relationship management. The role focuses on originating, structuring, and executing new transactions, managing client relationships, and coordinating internal resources to deliver high‑quality lending solutions. While primary responsibility for credit risk oversight resides with a dedicated credit officer, this role is expected to work closely with the credit officer throughout credit underwriting and approval processes.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As an Asset Owner and Insurance Lending VP in Global Credit Finance you will be responsible for the following:

  • Serve as a relationship-focused lender for assigned clients, maintaining fulsome relationships and engaging with clients to deliver appropriate credit solutions
  • Source, develop, and maintain pipeline of new credit opportunities that align with portfolio and client strategy
  • Originate, structure, and negotiate a range of liquidity and credit facilities, including liquidity facilities, letters of credit, revolving lines of credit, and term loans, in bilateral and syndicated transactions
  • Partner closely with internal sales and relationship management teams to support broader client strategy, including acquisition, retention, and expansion of client relationships
  • Coordinate with credit officer to obtain credit approval for portfolio transactions and conduct ongoing surveillance, including annual reviews and internal risk ratings
  • Ensure adherence to credit policies and underwriting standards across all assigned relationships

What we value

These skills will help you succeed in this role

  • Demonstrated strength in relationship management and transaction origination, including deal structuring and execution
  • Working proficiency in credit analysis and risk considerations
  • Excellent interpersonal and communication (written and verbal) skills
  • Proven ability to work cross-functionally and coordinate effectively with diverse stakeholders
  • Understanding of banking regulations and compliance requirements applicable to commercial lending

Education & Preferred Qualifications

  • Bachelor’s degree in finance, business, economics, accounting, or a related field; MBA, CFA, or similar advanced credential preferred
  • 5–7 years of progressive commercial lending experience, with exposure to corporate, insurance, municipal, and/or not-for-profit clients
  • Formal credit training program experience preferred

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexua

Skills & Requirements

Technical Skills

Credit analysisRisk considerationsDeal structuringTransaction originationBanking regulationsCompliance requirementsRelationship managementCommunicationInterpersonalCross-functional collaborationTechnical presentationCfaFinanceBanking

Employment Type

FULL TIME

Level

Mid-Level

Posted

4/23/2026

Apply Now

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