State Street
Financial Services
InvestmentPerformanceAnalysis,Associate2
Neural analysis suggests this role is
optimal for Entry candidates.
“Investment Performance Analysis, Associate 2 at State Street. Skills: Performance analysis, Attribution analysis, Security analysis, Portfolio management. Analyze portfolio performance. Analyze portfolio attribution”
Industry & Context.
Analytical skills; Problem solving skills; Troubleshoot functional; Troubleshoot quantitative
Flexible hours, Work under pressure
What They're Looking For.
Must Have
2+ year post-graduation experience, Good understanding of Equity, Good understanding of Fixed Income, Good understanding of Derivative instruments, Knowledge of Investment Management industry, Knowledge of security analysis, Knowledge of portfolio management, Knowledge of stock exchange markets, Knowledge of financial markets, Knowledge of dividends, Knowledge of trading, Knowledge of settlements, Basic MS office skills
Nice to Have
Post Graduate, preferably an MBA in Finance, FRM/CFA/Financial industry related certification, Experience in Performance Measurement
What You'll Do.
Analyze portfolio performance
Analyze portfolio attribution
Reconcile portfolio benchmark performance
Validate security level discrepancies
Identify security level discrepancies
Investigate security level discrepancies
Resolve security level discrepancies
Retrieve data from systems
Validate data from systems
Upload data to applications
Validate data accuracy
Validate data completeness
Answer performance calculation questions
Answer auditing procedure questions
Communicate with staff to resolve data issues
Escalate problems to appropriate groups
Develop new performance analytical reports
Create new performance analytical reports
Validate new performance analytical reports
Maintain process workflow environment
Create process workflow environment
Troubleshoot functional issues
Troubleshoot quantitative issues
Ensure high quality report production
Determine when to elevate problems
Collaborate across departments
Achieve firm wide goal
Participate in forums
Provide valuable inputs
How You'll Work.
Team & Collaboration
Global Performance Measurement; Risk; Operations; IT staff; Team members; Multiple departments
Communication Scope
Written communication; Verbal communication; Presentation skills
Process & Methodology
Process workflow
Full Job Description
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_** * Effectively communicate with Global Performance Measurement and Risk, Operations, and IT staff to resolve data issues and escalate problems to the appropriate groups. * Collaborate with team members to develop, create and validate new performance analytical reports. * Responsible for maintaining & creating a “best practice” process workflow environment in the team & in the designated projects. * Must be able to independently “troubleshoot” functional and quantitative issues to ensure high quality report production. Must also be able to determine when problems & issues should be elevated to immediate manager. * Collaborate with multiple departments across the firm to achieve firm wide goal of performance return centralization. * Exceptional interpersonal, communication and presentation skills, both written and verbal, required. * Must be prepared to work flexible hours, potentially alongside US based colleagues for production and other issues that Require immediate escalation and/or resolution. * Ability t
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