Investment Performance Analysis
2 days ago
Job Description - Performance Analytics AVP Who we are looking for: State Street Performance & Attribution team is looking for an experienced Performance & Attribution Analyst to lead the client relationship activities for highly complex clients, with a specific focus on Asset Managers. Must have a good experience of leading diverse onboarding, implementation and transformation roles in addition to BAU responsibilities. The candidate need to have detailed understandings of Investment Performance Measurement and the ability to deep dive into Attribution Analysis (Equity, Multi Asset and Fixed Income). Why this role is important to us: The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. What you will be responsible for: As an AVP in the Performance delivery team, you will play a pivotal role in leading operations teams as well as driving client experience. You will combine deep subject matter expertise with operational leadership to drive quality, efficiency, and scalability in our service delivery. Your key responsibilities and expectations will include: Own new Client as well as service onboarding including liaising with Product as well as Technology teams Good hold of the applications, with a techno functional mindset to solution for evolving client and operational requirements Train and lead with expertise on the performance domain, including attribution modelling for fixed income and multi asset class portfolios as well as GIPS compliance standards Engage with internal as well as external stakeholders to influence positive outcomes for the client Lead from the front through engagement with client as well as client service personnel to deliver on change management solutions Drive a proactive 'Risk Excellence' culture within the business, by conducting business risk control self assessments on time and ensuring adequate risk mitigation measures in place Responsible for day to day operation, service delivery and maintain KPIs Provide SME support to the team towards tangible outcomes Strong understanding of the investment decision making process of the client, and actively participate in providing apt solutions to client needs Must be able to independently "troubleshoot" functional and quantitative issues to ensure high quality report production. Collaborate with multiple departments across the firm to achieve firm wide goal of client objectives Strong communication (written & verbal), interpersonal, organizational, analytical/detail oriented and time management skills Willingness to work through flexible shifts, especially for issue/escalation management, as may be needed. Team Management & Oversight Guide, train, and coach the team Contribute in effective backup planning and resource allocation to reduce dependency and help make the team self sufficient Provide regular feedback and support individual development goals and team performance. Result-oriented with an ownership and accountability mindset Commercial acumen - Understanding of cost/budgets and lead as well as drive this for the business Drive pay for performance and culture of performance differentiation Taking accountability of end-to-end outcomes as an enterprise, collaborating across functions/business and locations Executive presence, managing with influence and effective communication across stakeholder groups both regionally and globally Embed risk excellence culture across the teams Encourage and drive a culture of change and ideation What we value: These skills will help you succeed in this role: Proven subject matter expertise Having worked in the investment management and performance reporting domain Ability to think critically, simplify complexity, and drive process transformation Strong client-centric mindset with the ability to enhance client interactions and service quality. Excellent written and verbal communication, interpersonal, and collaboration skills. Advanced analytical abilities and proficiency in Microsoft Excel. Strong organizational and time management skills; detail-oriented and deadline-driven. Managing large scale, multi-location projects Education & Preferred Qualifications: Minimum of 11 years of experience in Fund Administration or related investment performance roles. Good techno functional expertise Good understanding of Cloud Data Warehouse Platforms and SQL query language; Strong technical skills in the area of MS Excel, Data visualization tools Post graduate /professionally qualified in the area of finance CFA or CIPM preferred Strong knowledge of investment management industry, Performance measurement methodologies and platforms essential Strong knowledge of asset valuations, including complex structured products 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. 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. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement
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