Investment Performance Analysis, Vp

2 weeks ago

Austin, United States State Street Full time

Who we are looking for

The ideal applicant for this position has a strong investments/finance (analysis) background. Associates at this level are responsible for client service, inquiry management, administrative tasks, and oversight of said tasks. Must be able to work independently, lead when asked upon, have strong analytical skills, and have experience in the investment performance space as an analyst.

Why this role is important to us

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ 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 you will be responsible for

As Client Service Analyst you will
- Manage of clients’ daily, monthly and quarterly investment performance reporting.
- Work with your senior team lead and underlying analysts to ensure timely and accurate data delivery on complex clients across all plan types.
- Lead client discussions on conference calls and visits encompassing performance methodology and calculations, reporting, products, billing and scenario analysis among other topics. Leverage team talent to assist.
- Be an expert on the full Analytics product suite and be able to identify opportunities and solutions to client issues.
- Champion client facing technology and execute on recommendations to maximize efficiencies.
- Ensure client is aware of all technology and train internal / external parties.
- Ensure client deliverables / metrics are met while maintaining proper documentation with adherence to risk standards. Organize and execute plan to remediate issues.
- Collaborate with internal teams to drive process improvements to increase client satisfaction.

What we value

These skills will help you succeed in this role
- Excellent client service, relationship building/management, and communication skills.
- Superior relationship skills with ability to effectively communicate to and influence senior level staff.
- Must be technically savvy, to create ad hoc and perpetually performance analysis as required by client service leads, often deviating from standard reporting packages.
- Proven ability to manage large/complex projects from end to end.
- Ability to successfully work across organizations and foster collaboration.
- Team player that creates an enthusiastic environment for continued learning
- Excellent organization and task management skills.

Education & Preferred Qualifications
- Bachelor’s degree in a business related field, preferably finance or accounting.
- BS/BA in accounting, finance or economics related area
- 10+ years of Investment Performance experience
- Ability to interpret large amounts of data and translate into concise, easily understood speaking points to senior staff members
- CFA / CIPM preferred
- Proven and referenceable ability to manage projects, lead initiatives and/or manage staff.
- Exceptional communication, technical, and interpersonal skills.

Additional requirements
- Ability to travel as required; minor overnight travel.
- Flexible working hours also required due to global footprint and regional coverage.

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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

State Street is an equal opportunity and affirmative action employer.

Salary Range:
$100,000 - $152,500 Annual

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