Investment Performance Analysis, Off
- Employer
- State Street Corporation
- Location
- Boston, USA
- Salary
- Competitive
- Closing date
- May 16, 2021
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Primary Responsibilities
Required Skills or Certifications
Success Capabilities
- 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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