Investment Performance Analysis, Off Investment Performance Analysis, Off …

State Street Corporation
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Competitive
State Street Corporation
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Competitive
State Street Corporation
Investment Performance Analysis, Off
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


Company Overview

From technology and product innovation to corporate responsibility and community development, 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 - strengthening markets, building communities and creating opportunities for growth.

We owe that longevity to the commitment, expertise and creativity of our employees. Our continued success depends on our ability to attract and develop the best talent in the industry. That's why we're keenly focused on employee development, corporate citizenship and inclusion.

For us, success comes in the mark we make as an organization - for the industry, our clients, our communities and each other.

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