Investment Performance Analysis- Senior Associate
State Street · Posted Nov 7
Investment servicing, custody, asset management, and trading solutions for institutional investors
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About the role
State Street is a global financial services firm whose institutional investor clients rely on it to manage risk and drive performance. This role sits within the Global Performance Measurement and Risk function, which produces portfolio performance, attribution, and analytics data validated across transaction, position, and pricing levels. The Senior Associate will run performance and attribution analysis, reconcile and validate portfolio/benchmark data in performance and risk applications, and partner with Operations, IT, and portfolio managers to resolve data issues and build new analytical reports.
What you will do
- 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.
- 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.
- Responsible for maintaining & creating a “best practice” process workflow environment in the team & in the designated projects.
- 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.
- Exceptional interpersonal, communication and presentation skills, both written and verbal, required.
- 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.
Skills used in this role
What the employer is looking for
- Post Graduate, preferably an MBA in Finance from a reputed institute.
- FRM/CFA/Financial industry related certification is an added advantage.
- Experienced candidate with 6 - 8 year post-graduation experience in any financial firm.
- Experience in Performance Measurement will be an added advantage.
- Good understanding of Equity, Fixed Income and Derivative instruments.
- Knowledge of Investment Management industry.
- Knowledge of security analysis and portfolio management, stock exchange markets, financial markets, dividends, trading and settlements is required.
- Excellent analytical and problem solving skills.
- Basic MS office skills.
- Exposure to POINT/Yield book/Factset is an added advantage.
Benefits and support
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- employee networks
About State Street
State Street Corporation is a leading global financial services holding company providing institutional investors with investment servicing, investment management, and investment research and trading. Operating in more than 100 geographic markets worldwide, the company manages and administers trillions of dollars in assets through its core divisions like State Street Global Advisors and State Street Alpha. Headquartered in Boston, Massachusetts, it traces its origins back to 1792.
- Industry
- Financial Services
- Company size
- 51000+ employees
- Founded
- 1792-06-25
- Location
- Boston, Massachusetts, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
John Woods
Chief Financial Officer
Mostapha Tahiri
President of State Street Alpha & Chairman of Asia Pacific
Ann Fogarty
Enterprise Chief Operating Officer
President and Chief Executive Officer of State Street Investment Management
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