Investment Performance Analysis, Associate 1

1 week ago


Mumbai Maharashtra, India State Street Full time

Who we are looking for:
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.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for:
As Investment Performance Analysis, Associate 1- Performance analysis and Attribution (i.e. absolute and relative portfolio performance to factors including security selection, asset allocation, currency, etc.)- Validate completeness and accuracy of data in department’s 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.

What we value:
These skills will help you succeed in this role:
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.- 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.- 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.

Education & Preferred Qualifications:
- Graduate, preferably an MBA in Finance

Additional requirements:
Primary Skills (Must Have)- Good understanding of Equity, Fixed Income and Derivative instruments..- Knowledge of security analysis and portfolio management, stock exchange markets, financial markets, dividends, trading and settlements is required.- Basic MS office skills.

Secondary Skills (Good to Have)- Team player and ability to multitask.- Proven ability to work accurately and independently.- Proven ability to prioritize work to meet/exceed deadlines.- Good communication skills.

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.

State Street is an equal opportunity and affirmative action employer.



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