Investment Performance Analyst

6 days ago


Hyderabad, Telangana, India State Street Full time
Job Title: Investment Performance Analyst

We are seeking a highly skilled Investment Performance Analyst to join our team at State Street. As an Investment Performance Analyst, you will be responsible for analyzing and attributing portfolio performance, reconciling and updating portfolio/benchmark performance, and validating security level discrepancies.

Key Responsibilities:
  • Performance analysis and attribution, including absolute and relative portfolio performance to factors such as 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.
  • Communicate effectively with Global Performance Measurement and Risk, Operations, and IT staff to resolve data issues and escalate problems to the appropriate groups.
Requirements:
  • 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:
  • 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.
Working at State Street:

We are a leading financial services company that provides a range of products and services to institutional investors, financial institutions, and individuals. Our team is dedicated to delivering exceptional results and providing a supportive and collaborative work environment.



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