Investment Performance Analytics, Associate 2

Who we are looking for:

Investment Performance Analysts are stewards for their workstream(s) to facilitate on-time, on-budget delivery of initiatives that realize business outcomes. The candidate will be responsible for day to day the Global Delivery Operations for the investment analytics business functions. This team will report into the Head of Investment Analytics (IA). The candidate will collaborate with delivery, product, and the global technology services team to ensure the core pillars of the program are fully adopted and operational requirements are clear, delivered.

What you will be responsible for:

As Investment Performance Analysis, Associate 2

• Performance analysis and Attribution (i.e. absolute and relative portfolio performance to factors including security selection, asset allocation, currency, etc.)
• Reconcile and update portfolio/benchmark performance and validate, identify, investigate and resolve security level discrepancies at the transaction, position, and pricing level in Global Performance Measurement and Risk applications.  
• Retrieve, validate and upload data from various source/vendor systems and upload to the department’s applications.
• Validate completeness and accuracy of data in department’s performance, risk, and analytics tools.
• The analyst must have strong communication skills and must be able to answer questions from other performance analysts, operations associates, portfolio managers and other users regarding the details of performance calculation process and auditing procedures.

What we value:

These skills will help you succeed in this role:

Supportive Responsibilities

• Effectively communicate with Global Performance Measurement and Risk, Operations, and IT staff to resolve data issues and escalate problems to the appropriate groups.
• Collaborate with team members to develop, create and validate new performance analytical reports.
• Must be able to independently “troubleshoot” functional and quantitative issues to ensure high quality report production. Must also be able to determine when problems & issues should be elevated to immediate manager.
• Collaborate with multiple departments across the firm to achieve firm wide goal of performance return centralization.
• Must be prepared to work flexible hours, potentially alongside US based colleagues for production and other issues that Require immediate escalation and/or resolution.
• Ability to remain calm during stressful periods like quarter end and work well under pressure.
• Active participation in various forums of the organization and providing valuable inputs time to time.

Education & Preferred Qualifications:

• Graduate, preferably an MBA in Finance

Additional requirements:

Primary Skills (Must Have)

• Good understanding of Equity, Fixed Income and Derivative instruments..
• Knowledge of security analysis and portfolio management, stock exchange markets, financial markets, dividends, trading and settlements is required.
• Basic MS office skills.

Secondary Skills (Good to Have)

• Team player and ability to multitask.
• Proven ability to work accurately and independently.
• Proven ability to prioritize work to meet/exceed deadlines.
• Good communication skills.

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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