Investment Performance Analyst

1 week ago

Sacramento, California, United States State Street Corporation Full time
About the Role

We are seeking a highly skilled and experienced Investment Performance Analyst to join our team at State Street Corporation. As an Investment Performance Analyst, you will be responsible for managing clients' daily, monthly, and quarterly investment performance reporting. You will develop a value-added service model, develop specific knowledge of clients' needs, concerns, and overall satisfaction. You will work with clients to develop and maintain the reporting package, including performance reports, attribution analysis, peer comparison universe reporting, quarterly board reports, investment analysis review, and other services/products offered by SSIA.

Key Responsibilities
  • Manage clients' daily, monthly, and quarterly investment performance reporting.
  • Develop a value-added service model and develop specific knowledge of clients' needs, concerns, and overall satisfaction.
  • Work with clients to develop and maintain the reporting package, including 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, RFPs, 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.
Requirements
  • 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.
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.
About State Street

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.

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.

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.

Discover more at StateStreet.com/careers

The salary range for this role is $80,000 - $132,500 per year.

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