Investment Performance Analysis

1 week ago

Bengaluru Karnataka, India State Street Full time

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.

Overall purpose of the role:

- Provide Operation / Oversight Services within IMS Investment Analytics
- Management Information Statistic (MIS) and Service Level Agreement (SLA) maintenance
- Produce accurate and timely data
- Assists where necessary to produce ad-hoc data for other Departments
- Maintain strong internal / external relations
- Help drive team forward and promote team working
- Project work, including on-boarding new clients, new systems and liaising with multiple stakeholders

Key Tasks and Responsibilities:
Job rotation and career enhancement (formal and informal training) is also a part of the ethos within the team environment. These include:

- Produce accurate and timely operational data, from in house and 3rd party systems, on a monthly/quarterly basis for Equities, Fixed and Balanced clients.
- Assist where necessary to produce ad-hoc request for multiple clients
- Maintain strong relations with various areas of IMS and with the client directly via regular consultations and correspondence.
- Help drive team forward and promote team-working
- Provide daily support to the Operations team. Ensuring all client timetabled deadlines are met and all ad-hoc queries are completed in a timely manner. Regularly review procedures and implement changes to improve the reporting and communication process. Contribute to driving any new client onboarding Projects forward and maintain oversight.

Overall skills required:
PC Skills: - Excel skills Basic / advantage

Educational Level/professional qualifications (minimum requirement):
An aptitude for mathematical information

Initiative and Drive

PC Literate

BCom, BBA, MBA or CFA an advantage

Years/breadth of experience:
1-3 yrs work experience within an asset management company would be beneficial

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