State Street
Finance
InvestmentPerformance&Analytics(GIPS®),Officer
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“Investment Performance & Analytics (GIPS®), Officer at State Street. Skills: Investment Performance, Analytics, GIPS®. Support end‑to‑end investment performance and analytics processes, including data validation, composite maintenance, and performance review. Assist with the calculation, oversight, and review of GIPS composites, benchmarks, dispersion, and related analytics in accordance with GIPS standards and internal policies”
What You'll Achieve.
ensure performance outputs are accurate, timely, and compliant with internal policies, regulatory requirements, and industry standards; ensure service‑level expectations are met; alignment with approved composite performance and disclosures
Industry & Context.
analytical skills with high attention to detail
What They're Looking For.
Must Have
Bachelor's degree in Finance, Accounting, Economics, or related field, 4–7 years of experience in investment performance measurement, analytics, or a related role within asset management, asset servicing, or consulting, Working knowledge of GIPS standards and composite construction requirements, Understanding of investment performance methodologies, including time-weighted returns and benchmark comparison, analytical skills with high attention to detail, Ability to manage multiple priorities and deadlines in a fast-paced, deadline-driven environment, written and verbal communication skills and the ability to collaborate effectively across teams
Nice to Have
Progress toward or completion of CFA, CIPM, or similar professional designation is a plus
What You'll Do.
Support end‑to‑end investment performance and analytics processes
including data validation
composite maintenance
and performance review
Assist with the calculation
and review of GIPS composites
and related analytics in accordance with GIPS standards and internal policies
and support delivery of GIPS Composite Reports and pooled fund reports for prospective clients
and internal stakeholders
Partner with global delivery and operations teams to monitor data quality
and ensure service‑level expectations are met
Participate in quarterly and annual reporting cycles
including timeliness tracking
and approval workflows
Support consultant database reporting and inquiries (e. g.
ensuring alignment with approved composite performance and disclosures
Monitor and assist with implementation of new or updated GIPS guidance
regulatory requirements
and internal standards
Contribute to documentation
and internal controls related to investment performance and analytics
Respond to internal and external inquiries related to performance results
and composite construction
Assist with internal or external audits
and examinations related to GIPS compliance and performance reporting
How You'll Work.
Team & Collaboration
Partner with Investments, Compliance, Marketing, Consultant Relations, and Operations to ensure performance outputs are accurate, timely, and compliant with internal policies, regulatory requirements, and industry standards; Partner with global delivery and operations teams to monitor data quality, resolve issues, and ensure service‑level expectations are met; ability to collaborate effectively across teams
Communication Scope
written and verbal communication skills
Process & Methodology
Ability to manage multiple priorities and deadlines in a fast-paced, deadline-driven environment
Full Job Description
**Who We Are Looking For** The Officer, Investment Performance & Analytics supports the firm’s investment performance, analytics, and Global Investment Performance Standards (GIPS®) processes. The role is responsible for supporting composite maintenance, performance and benchmark validation, analytics review, and reporting deliverables across asset classes and investment strategies. The position partners with Investments, Compliance, Marketing, Consultant Relations, and Operations to ensure performance outputs are accurate, timely, and compliant with internal policies, regulatory requirements, and industry standards. **Key Responsibilities** * Support end‑to‑end investment performance and analytics processes, including data validation, composite maintenance, and performance review * Assist with the calculation, oversight, and review of GIPS composites, benchmarks, dispersion, and related analytics in accordance with GIPS standards and internal policies * Prepare, maintain, and support delivery of GIPS Composite Reports and pooled fund reports for prospective clients, consultants, and internal stakeholders * Partner with global delivery and operations teams to monitor data quality, resolve issues, and ensure service‑level expectations are met * Participate in quarterly and annual reporting cycles, including timeliness tracking, issue escalation, and approval workflows * Support consultant database reporting and inquiries (e.g., eVestment), ensuring alignment with approved composite performance and disclosures * Monitor and assist with implementation of new or updated GIPS guidance, interpretations, regulatory requirements, and internal standards * Contribute to documentation, policies, procedures, and internal controls related to investment performance and analytics * Respond to internal and external inquiries related to performance results, methodologies, and composite construction * Assist with internal or external audits, reviews, and examinations related to GIPS
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