State Street
Financial Services
InvestmentPerformanceAnalysis,Associate2
“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
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