State Street
Financial Services
InvestmentPerformanceAnalysis,SeniorAssociate
“Investment Performance Analysis, Senior Associate at State Street. Skills: Investment analytics, Performance analysis, Client reporting. Calculate time-weighted returns. Calculate money-weighted returns”
Industry & Context.
Problem-solving skills
What They're Looking For.
Must Have
3-5 years experience investment analytics, 3-5 years experience finance industry
Nice to Have
Post graduate degree, CFA charterholder, CIPM charterholder, CAIA charterholder, Advanced Excel skills, Advanced SQL skills, Advanced Python skills
What You'll Do.
Calculate time-weighted returns
Calculate money-weighted returns
Validate time-weighted returns
Validate money-weighted returns
Analyze attribution effects
Generate performance reports
Generate analytics reports
Maintain data accuracy
Provide in-depth analysis
Provide technical support
Support client ad-hoc query
Support client ad-hoc request
Provide documentation
Provide backup of processes
Support client transitions
Input into product roadmap
Input into market developments
How You'll Work.
Team & Collaboration
Client service; Technical support
Communication Scope
Client communication; Translate complex ideas
Process & Methodology
Project Management skills
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