Investment Performance Analysis

State Street Corporation NYSE STT is one of the world s leading providers of financial services to institutional investors including investment servicing investment management and investment research and trading With 33 99 trillion in assets under custody and administration and 2 81 trillion in assets under management as of September 30 2018 State Street operates in more than 100 geographic markets worldwide including the US Canada Europe the Middle East and Asia For more information visit State Streets website at www statestreet com This figure is presented as of September 30 2018 and includes approximately 28 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors LLC SSGA FD acts solely as the marketing agent SSGA FD and State Street Global Advisors are affiliated Key Responsibilities Experience Range 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 departments applications Validate completeness and accuracy of data in departments 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 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 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 Knowledge Qualification Certifications Post Graduate preferably an MBA in Finance from a reputed institute FRM CFA Financial industry related certification is an added advantage Fresher Experienced candidate with 3 - 4 year post-graduation experience in any financial firm Experience in Performance Measurement will be an added advantage Primary Skills Must Have 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 State Street