Investment Performance Analysis

Job Description Key Responsibilities & Experience Range Performance analysis and Attribution (i.e., absolute, and relative portfolio performance to factors including security selection, asset allocation, currency, etc.) Reconcile and update portfolio/benchmark performance and validate, identify, investigate, and resolve security level discrepancies at the transaction, position, and pricing level in Global Performance Measurement and Risk applications.

Retrieve, validate and upload data from various source/vendor systems and upload to the department’s applications. Validate completeness and accuracy of data in department’s performance, risk, and analytics tools. The analyst must have strong communication skills and must be able to answer questions from other performance analysts, operations associates, portfolio managers, and other users regarding the details of performance calculation process and auditing procedures.

Supportive Responsibilities Must be prepared to work flexible hours, potentially alongside US based colleagues for production and other issues that require immediate escalation and/or resolution. Skills & Knowledge Qualification – Graduate or Postgraduate, preferably an MBA in Finance from a reputed institute.

Primary Skills (Must Have) Good understanding of Equity, Fixed Income and Derivative instruments. Knowledge of Investment Management industry. Knowledge of security analysis and portfolio management, stock exchange markets, financial markets, dividends, trading and settlements is required.

Basic MS office skills. 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. Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective 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 the 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 program 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 Additional Locations About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.

Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.

Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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