State Street Corporation
Financial Services
InvestmentPerformanceAnalysis-SeniorAssociate
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“Investment Performance Analysis - Senior Associate at State Street Corporation. Skills: Performance analysis, Investment management, Data validation, Risk management. Perform absolute portfolio performance analysis. Perform relative portfolio performance analysis”
Industry & Context.
Analytical skills; Problem solving skills; Troubleshoot functional issues; Troubleshoot quantitative issues
Flexible hours, Work under pressure
What They're Looking For.
Must Have
6 - 8 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
MBA in Finance, FRM/CFA/Financial industry related certification, Experience in Performance Measurement, Exposure to POINT, Exposure to Yield book, Exposure to Factset
What You'll Do.
Perform absolute portfolio performance analysis
Perform relative portfolio performance analysis
Analyze performance to factors
Reconcile portfolio benchmark performance
Update portfolio benchmark performance
Validate security level discrepancies
Identify security level discrepancies
Investigate security level discrepancies
Resolve security level discrepancies
Retrieve data from source systems
Validate data from source systems
Upload data to applications
Validate data completeness
Validate data accuracy
Communicate with performance analysts
Communicate with operations associates
Communicate with portfolio managers
Answer questions on performance calculation
Answer questions on auditing procedures
Communicate with IT staff
Collaborate to create reports
Collaborate to validate reports
Maintain process workflow environment
Create process workflow environment
Troubleshoot functional issues
Troubleshoot quantitative issues
Ensure high quality report production
Determine when to elevate issues
Collaborate with multiple departments
Achieve firm wide goal
Participate in forums
Provide valuable inputs
How You'll Work.
Team & Collaboration
Global Performance Measurement; Risk teams; Operations teams; IT staff; Team members; Multiple departments
Communication Scope
Written communication; Verbal communication; Presentation skills
Process & Methodology
Process workflow environment
Full Job Description
**State Street Corporation (NYSE: STT) is one of the world 's leading providers of financial services to institutional investors, including investment servicing, investment management and investment research and trading. With $33.99 trillion in assets under custody and administration and $2.81 trillion* in assets under management as of September 30, 2018, State Street operates in more than 100 geographic markets worldwide, including the US, Canada, Europe, the Middle East and Asia. For more information, visit State Street’s website at www.statestreet.com.** *This figure is presented as of September 30, 2018 and includes approximately $28 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. **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. * Collaborat
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