Investment Performance Analysis- Senior Associate

Company: CFA Institute
Location: Boston
Posted on: November 20, 2024

Job Description:

Who we are looking forJoin our Performance and Analytics team and further your investment performance knowledge while working on some of North America's top institutional clients. You will work with senior team members and be responsible for the production and distribution of timely and accurate performance and attribution data. You will be a co-resource for client inquiries and day-to-day issues while managing the data process.Why this role is important to usThe team you will be joining is a part of State Street Global Delivery (GD). GD assists asset owners and managers oversee their investment programs and specialized managers. GD's 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 we valueThese skills will help you succeed in this role:

• Ability to develop business relationships, both within and outside of the organization. Excellent interpersonal, organizational and communication skills.
• Ability to effectively handle and resolve numerous ongoing communications and reporting deliverables in a fast-paced environment.
• Ability to drive change and process improvements while managing day-to-day activities in a reporting cycle.
• Ability to understand and analyze data sets and numeric trends.What you will be responsible for
• Final review of monthly and daily performance data prior to its release.
• Understand client reporting needs and manage deliverables/metrics for timeliness and quality. Improve upon and report actual results.
• Shared responsibility for servicing clients of varying sizes and complexities.
• Participate in and learn from client discussions encompassing performance methodology and calculations, reporting, products, billing, and scenario analysis among other topics.
• Manage document maintenance on scope of service, procedures, risk assessments, contacts, and deliverables.
• Communicate, manage, execute, monitor and review change management (new funds-aggregations-indices-investment structure, etc.).Education & Preferred Qualifications
• BS/BA in accounting, finance or economics related area.
• 2-5 years of Investment Performance and Analytics experience and/or knowledge of investment performance analysis.
• Ability to interpret data into speaking points.
• Desire to take the CIPM.About State StreetWhat 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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Salary Range:$58,240 - $84,760 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
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Keywords: CFA Institute, Warwick , Investment Performance Analysis- Senior Associate, Accounting, Auditing , Boston, Rhode Island