Investment Performance Analyst

1 week ago


Sacramento, California, United States State Street Corporation Full time

bJobSummary/bbrbrWeareseekingahighlyskilledInvestmentPerformanceAnalysttojoinourteamatStateStreetCorporation.AsanInvestmentPerformanceAnalyst,youwillberesponsibleformanagingclients'daily,monthly,andquarterlyinvestmentperformancereporting.Youwilldevelopavalue-addedservicemodel,developspecificknowledgeoftheclients'needs,concerns,andoverallsatisfaction.Youwillworkwithclientstodevelopandmaintainthereportingpackage,includingperformancereports,attributionanalysis,peercomparisonuniversereporting,quarterlyboardreports,investmentanalysisreview,andotherservices/productsofferedbySSIA.Youwillprovidequalitycontrolchecksonclientperformancereports,includingmonitoringallchanges,reviewingcustomcalculations,andexplainingreturnsdifferencestoclients.Youwillalsosupporttheoperationsteamandinteractwithinvestmentmanagerstoresolvereturnsdifferencesandexplaintoclientsaccordingly.Youwillmonitorclientprofitability,servicequality,andprovidedocumentationonscopeofservices.Youwillworkdirectlywithseniormanagersonmarketingpresentations,RFPs,andsalescalls.Youwillidentifycross-sellingopportunitieswithinyourclientsetandworkwithmanagerstoexecutesales.Youwillpreparequarterlyboard/investmentcommitteereports,whichprovideasummaryofplanperformanceforaspecifiedperiod.Youmustbetechnicallysavvy,abletotrainclientsontheonlinesystem,andparticipateinbusinessdevelopmentandimplementation.brbrbKeyResponsibilities/bbrbrManageclients'daily,monthly,andquarterlyinvestmentperformancereportingbrDevelopavalue-addedservicemodelbrWorkwithclientstodevelopandmaintainthereportingpackagebrProvidequalitycontrolchecksonclientperformancereportsbrSupportoperationsteamandinteractwithinvestmentmanagersbrMonitorclientprofitabilityandservicequalitybrPreparequarterlyboard/investmentcommitteereportsbrbrbRequirements/bbrbrBachelor'sdegreeinabusiness-relatedfield,preferablyfinanceoraccountingbrAtleast5yearsofindustryexperience,includingclientrelationshipdevelopmentbrCFAand/orCIPMpreferredbrStrongcommunicationandpresentationskills,withademonstratedabilitytodeveloprelationshipsinsideandoutsideofanorganizationbrbrbAboutStateStreet/bbrbrStateStreetisoneofthelargestcustodianbanks,assetmanagers,andassetintelligencecompaniesintheworld.Fromtechnologytoproductinnovation,we'remakingourmarkonthefinancialservicesindustry.Formorethantwocenturies,we'vebeenhelpingourclientssafeguardandstewardtheinvestmentsofmillionsofpeople.Weprovideinvestmentservicing,data&analytics,investmentresearch&trading,andinvestmentmanagementtoinstitutionalclients.brbrbWork,LiveandGrow/bbrbrWemakealleffortstocreateagreatworkenvironment.Ourbenefitspackagesarecompetitiveandcomprehensive.Detailsvarybylocation,butyoumayexpectgenerousmedicalcare,insurance,andsavingsplans,amongotherperks.You'llhaveaccesstoflexibleWorkProgramstohelpyoumatchyourneeds.Andourwealthofdevelopmentprogramsandeducationalsupportwillhelpyoureachyourfullpotential.brbrbInclusion,DiversityandSocialResponsibility/bbrbrWetrulybelieveouremployees'diversebackgrounds,experiences,andperspectivesareapowerfulcontributortocreatinganinclusiveenvironmentwhereeveryonecanthriveandreachtheirmaximumpotentialwhileaddingvaluetobothourorganizationandourclients.Wewarmlywelcomecandidatesofdiverseorigin,background,ability,age,sexualorientation,genderidentity,andpersonality.AnotherfundamentalvalueatStateStreetisactiveengagementwithourcommunitiesaroundtheworld,bothasapartnerandaleader.Youwillhavetoolstohelpbalanceyourprofessionalandpersonallife,paidvolunteerdays,matchinggiftprograms,andaccesstoemployeenetworksthathelpyoustayconnectedtowhatmatterstoyou.brbrStateStreetisanequalopportunityandaffirmativeactionemployer.



  • Sacramento, California, United States State Street Corporation Full time

    About the RoleWe 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...


  • Sacramento, California, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled Investment Performance Analyst to join our team at State Street Corporation. As a key member of our investment services team, you will be responsible for providing exceptional client service and support to our clients.Key ResponsibilitiesManage clients' daily, monthly, and quarterly investment performance...


  • Sacramento, California, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced Investment Performance Analyst to join our team at State Street Corporation. As a key member of our investment services team, you will be responsible for providing exceptional client service and support to our clients, while also developing and maintaining strong relationships with our clients and...


  • Sacramento, California, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled Investment Performance Client Service Specialist to join our Performance and Analytics team at State Street Corporation. As a key member of our team, you will be responsible for providing exceptional client service and working closely with clients to understand their needs and deliver tailored solutions.Key...


  • Sacramento, California, United States CalSTRS Full time

    Job SummaryCalSTRS is seeking an experienced Investment Officer I to join its Investment Operations team. The successful candidate will provide investment and financial expertise to staff and management, assist with operational complexities in managing the CalSTRS' Investment Portfolio, and perform a wide range of analytical and technical work to support the...

  • Investment Officer

    1 week ago


    Sacramento, California, United States State of California Full time

    Job SummaryThe Investment Officer II - Direct Investments position is a key role within the CalSTRS Investments Branch, responsible for performing the full range of duties associated with co-investment underwriting and portfolio management for the private equity industry.Key ResponsibilitiesSupport efforts to assist in the management and monitoring of a...


  • Sacramento, California, United States CalSTRS Full time

    Job Title: Investment Officer I, Investment OperationsCalSTRS is seeking an experienced Investment Officer I to join our Investment Operations team. As a key member of our team, you will provide investment and financial expertise to staff and management, assist with operational complexities in managing the CalSTRS' Investment Portfolio, and perform a wide...


  • Sacramento, California, United States CalSTRS Full time

    Job SummaryCalSTRS is seeking an experienced Investment Officer I to join our Investment Operations team. As a key member of our team, you will provide investment and financial expertise to staff and management, assist with operational complexities in managing the CalSTRS' Investment Portfolio, and perform a wide range of analytical and technical work to...

  • Investment Officer

    2 weeks ago


    Sacramento, California, United States State of California Full time

    Job Title: Investment Officer - Direct InvestmentsJob Summary: We are seeking an experienced Investment Officer to join our team in San Francisco, CA. The successful candidate will be responsible for performing the full range of duties associated with co-investment underwriting and portfolio management for the private equity industry.Key...

  • Investment Officer

    2 weeks ago


    Sacramento, California, United States State of California Full time

    Job Title: Investment Officer - Direct InvestmentsJoin the State of California's CalSTRS team as an Investment Officer - Direct Investments. This role is part of the Investments Branch, responsible for managing a portfolio of private equity co-investments in the U.S. and internationally.Key Responsibilities:Perform full-range duties associated with...


  • Sacramento, California, United States CalSTRS Full time

    Job DescriptionThis position is part of the Investment Operations team at CalSTRS, responsible for providing operational services and oversight across all asset classes. The ideal candidate will possess a Bachelor's Degree in Economics, Finance, Accounting, Business Administration or similar, with experience working in the Investments field, Investment...

  • Investment Officer

    2 weeks ago


    Sacramento, California, United States State of California Full time

    Job Title: Investment Officer - Direct InvestmentsJoin the State of California's CalSTRS team as an Investment Officer - Direct Investments. This role is part of the Investments Branch, responsible for managing a portfolio of private equity co-investments in the U.S. and internationally.Key Responsibilities:Perform underwriting and portfolio management...


  • Sacramento, California, United States CA State Lottery Full time

    Job Title: Associate Governmental Program AnalystUnder the general direction of the Staff Services Manager I of the Facilities Administration Unit (FAU), the incumbent is responsible for facilities planning/management, contract development/management, and project management for Lottery facilities statewide.Key Responsibilities:Independently perform the more...

  • Investment Officer II

    2 weeks ago


    Sacramento, California, United States Public Employees Retirement System Full time

    Job Title: Investment Officer IIAre you looking for a challenging position where you can assist the Public Employees' Retirement System in managing and monitoring global partnerships and direct investments?Job Summary:The Investment Officer II will assist the lead Investment Officer in evaluating the performance of assigned partnerships and direct...

  • Investment Officer II

    4 weeks ago


    Sacramento, California, United States Public Employees Retirement System Full time

    Job Description and DutiesWe are seeking an experienced Investment Officer II to join our Private Equity Team at the Public Employees' Retirement System. As a key member of our team, you will assist in the management and monitoring of global partnerships and direct investments.Key Responsibilities:Evaluate fund performance relative to multiple quantitative...


  • Sacramento, California, United States State of California Full time

    Job SummaryWe are seeking an experienced Investment Manager to join our Real Assets team at the California Public Employees' Retirement System (CalPERS). The successful candidate will be responsible for managing the CalPERS Real Assets Infrastructure portfolio, implementing our Strategic Plan, and sourcing new investment opportunities.Key...


  • Sacramento, California, United States State of California Full time

    Job Title: Private Equity Investment DirectorWe are seeking an experienced Private Equity Investment Director to join our team. As a key member of our investment team, you will be responsible for identifying and evaluating investment opportunities, conducting due diligence, and making investment recommendations to our investment committee.Key...


  • Sacramento, California, United States Siemens Mobility, Inc Full time

    Join Our Team as a Controlling ProfessionalWe are seeking a highly motivated and detail-oriented Controlling Professional to join our Finance and Performance Management (FPM) team at Siemens Mobility, Inc. As a key member of our team, you will play a crucial role in driving business performance and making a significant impact on our company's success.About...


  • Sacramento, California, United States CA State Lottery Full time

    Job Title: Associate Governmental Program AnalystUnder the general direction of the Staff Services Manager I of the Facilities Administration Unit (FAU), the incumbent is responsible for facilities planning/management, contract development/management, and project management for Lottery facilities statewide.Key Responsibilities:Independently perform the more...

  • Financial Analyst

    2 weeks ago


    Sacramento, California, United States State Street Corporation Full time

    About the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Analyst. In this role, you will be responsible for processing administrative instructions, maintaining standard filing of instructions packages and reports, and ensuring compliance with State Street policy.Key ResponsibilitiesProcess administrative...