Investment Performance Analysis, Off

Employer
State Street Corporation
Location
Boston, USA
Salary
Competitive
Posted
May 02, 2021
Closes
Jun 01, 2021
Ref
10900352
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Primary Responsibilities
  • Direct ownership or shared responsibility for servicing of clients of varying sizes and complexities
  • Respond to and participate in client discussions encompassing performance methodology and calculations, reporting and other analytical products and tools
  • Understand client reporting needs and make recommendations on best use of technology.
  • Monitor client deliverables / metrics and maintain documentation on scope of service, contacts and timeframes. Improve upon and report actual results. Strive for continuous process improvement.
  • Communicate, manage, execute and monitor change management (new funds-aggregations-indices-investment structure, etc.).

Required Skills or Certifications
  • BS/BA in accounting, finance or economics related area
  • 5+ years of Investment Performance and Analytics experience and / or solid knowledge of investment performance analysis
  • Ability to interpret large amounts of data and translate into concise, easily understood speaking points
  • CFA / CIPM preferred

Success Capabilities
  • The ability to effectively handle and resolve numerous ongoing communications, reporting deliverables and projects in a fast-paced environment
  • Effective communication and the ability to manage day to day client inquiries and engage with all levels of investment staff

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