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Associate 2 - Investment Performance Analysis

2 months ago

Bengaluru, India State Street Full time

**Roles & Responsibilities**
- The analyst will be part of performance & attribution team.
- He/She will be working on daily checks and monthly reporting activities.
- Investigate tolerance breach at Portfolio and Security level.
- Collaborate with JV/upstream teams to validate performance data.
- Resolve data flow issues arising at different levels.
- Work closely with Onshore/client reporting team to address the queries related to performance/attribution data.
- Work on adhoc projects within the team. Understanding the project requirements and proactively completing the tasks prior to target date.
- Must be prepared to work flexible hours and highlight issues that require immediate escalation and/or resolution.
- Ability to remain calm during stressful periods like month beginning and work well under pressure.

**Requirements**:
**Education and Experience**:

- Bachelors/Master’s in Finance from a reputed college.
- 1-3 Yrs Experience in Performance or any of the Middle office teams.

**Skills/knowledge**:

- Good understanding of Mutual Fund & different asset classes - Equity, Fixed Income & Multi Asset.
- Strong MS Office skills - Excel, PowerPoint etc
- VBA/SQL knowledge would be an added advantage.
- Good communication & Project management skills.

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