State Street

Financial Services

InvestmentPerformanceAnalysis,Associate2

$75–105k ~AI est. United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“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.

Financial Services
Problems you'll solve

Analytical skills; Problem solving skills; Troubleshoot functional; Troubleshoot quantitative

Eligibility Requirements

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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