Investment Performance Analysis, Officer

Who we are looking for

Join our Performance and Analytics team and collaborate with some of North America’s top asset managers and institutional organizations.

You will work with and directly service investment staff on their performance product suite. You will engage with client and other State Street teams to define ongoing account and plan structure changes, review and interpret results and optimize the use of online data tools.

You will add value through client level reviews and proactively make recommendations on industry best practices.

Why this role is important to us

The team you will be joining is a part of the State Street Global Delivery Client Service function providing Performance and Analytics support to our asset management and asset owner clients across North America.

Global Delivery gives asset managers and owners access to the essential financial information and tools they need to make effective investment decisions.

What you will be responsible for

As an Investment Performance Client Service Specialist you will

• Provide first class client service and work effectively with client stakeholders · Have shared responsibility for client satisfaction across clients of varying sizes and complexities
• Champion client facing technology and make recommendations to maximize efficiencies
• Collaborate with internal teams to ensure proper metrics are achieved and with a focus on continued process improvement
• Communicate, manage, execute, monitor and review change management

What we value

These skills will help you succeed in this role

• Strong communication, problem-solving and analytical skills
• Ability to effectively handle and resolve numerous ongoing communications and reporting deliverables in a fast-paced environment
• Superior client service skills and the ability to contribute to the day-to-day management of the client experience and interact with various levels of investment staff

Education & Preferred Qualifications

• BS / BA in accounting, finance or economics related area
• 5+ years of Investment Performance and Analytics experience · CFA / CIPM preferred

About State Street

What we do .

State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry.

For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people.

We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow . We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive.

Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs.

And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.

We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality.

Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader.

You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com / careers

Salary Range :

$65,000 - $102,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.