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Investment Performance Analysis, Assistant Vice

4 months ago

Sacramento, 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 and management, supporting an investment analytics consultant, while acting as the primary contact for clients regarding all aspects of their analytics services. Must be able to work independently with clients, build strong relationships through a solid understanding of their specific plan reporting requirements.

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 a Client Service Analyst you will
- Manage clients’ daily, monthly and quarterly investment performance reporting.
- Develop a value-added service model; develop specific knowledge of the clients’ needs, concerns and overall satisfaction.
- Work with Clients to develop and maintain the reporting package (i.e. performance reports, attribution analysis, peer comparison universe reporting, quarterly board reports, investment analysis review and other services/products offered by SSIA).
- Provide quality control checks on client performance reports including monitoring all changes (new funds, composites, benchmarks), review of custom calculations (overlay, benchmarks and alternative assets).
- Support operations team and interact with investment managers to resolve returns differences and explain to clients accordingly.
- Monitor client profitability, service quality and provide documentation on scope of services.
- Work directly with senior manager on marketing presentations, RFP’s and sales calls.
- Identify cross-selling opportunities within your client set and work with manager to execute sales.
- Prepare quarterly board/investment committee reports which provide a summary of plan performance for a specified period.
- Must be technically savvy, able to train clients on the on-line system, and participate in business development and implementation.

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.
- 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.
- At least 5 years of industry experience, including client relationship development.
- CFA and/or CIPM preferred.
- Strong communication and presentation skills, with a demonstrated ability to develop relationships inside and outside of an organization.

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 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.

State Street is an equal opportunity and affirmative action employer.

Salary Range:
$80,000 - $132,500 Annual