Investment Performance Analysis, Officer

State Street • Berwyn, PA, United States • $200k - $250k / year • 1m ago

Who we are looking for

State Street seeks an Officer in Berwyn, PA to join our GIPS Composite team within SSIA Middle Office Services. Responsibility will include supporting client relationships for review of all performance and analysis types and activities that include, but are not limited to, rate of return calculations, return attribution, risk analytics, competitive analysis, and composite construction and maintenance. This analysis is instrumental to help State Street's Investment Management clients understand the drivers of return in their portfolios and composites along with a measure of the effectiveness of their products and strategies.

Why this role is important to us

The team you will be joining is a part of our Global Middle Office Service Offering. We are affecting real change in the GIPS Management and Reporting space while utilizing a leading industry platform to create, maintain, and deliver composite performance information to leaders in a highly competitive market. 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

Analyze investment strategy performance results and ensure compliance with GIPS Standards.
Create and maintain composite presentations and other reports to support recurring and ad hoc requests according to business requirements.
Investigate and communicate with internal stakeholders related to composite calculations and implementation of the GIPS Standards.
Responsible for helping to drive execution for key milestones across the various workstreams in a timely and cost-effective manner.
Become a subject matter expert (SME) that can interpret the complexities of account performance and how it relates to composite aggregation.
Collaborate with business analysts and users to gather requirements for the efficient distribution of deliverables.
Be accountable for milestone delivery dates.
Work with business analysts and developer team to refine requirements and generate Acceptance Criteria data transmission.
Plan out with Quality assurance and business teams UAT (user acceptance testing) and BUAT testing (respectively).
Collaborate with business teams and developers to build in efficiency.
Identify improvements to create scale, reduce risk, and add value.
Communicate progress and timelines to senior management as needed.

What we value

These skills will help you succeed in this role and are essential in the candidate selection:

Strong critical thinking needed.
Attention to the meticulous scrutiny of client performance data.
Working knowledge of GIPS Standards.
Knowledge of how service providers and investment manager clients work together to support claims of GIPS Compliance and performance calculations.
Experience with Composite Construction and the rules governing adherence to GIPS Standards.
Ability to work independently as well as part of a larger team.
Ability to navigate SSB architecture and structure related to IT deployment projects.
Previous client-facing responsibilities.

Education & Preferred Qualifications

Bachelor’s Degree in finance, accounting, or economics-related fields.
7+ years experience working with Performance.
Prior experience at an Investment Manager or Asset Owner provider highly valued.

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 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: $65,000 - $102,500 Annual.

The 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.

For further information, and to apply, please visit our website via the “Apply” button below.

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