Logo of Huzzle

Home

Matches

Explore

Manage

Investment Performance Analysis, Associate 1

image

State Street

Sep 10, 2024

  • Job
    Full-time
    Entry Level
  • Mumbai
  • Quick Apply

AI generated summary

  • You should have an MBA in Finance, strong knowledge of equity, fixed income, derivatives, security analysis, portfolio management, and good MS Office skills. Team player with strong communication and multitasking abilities.
  • You analyze investment performance, reconcile discrepancies, validate data, communicate with teams, and develop reports while troubleshooting issues and collaborating across departments.

Requirements

  • Graduate, preferably an MBA in Finance
  • Good understanding of Equity, Fixed Income and Derivative instruments
  • Knowledge of security analysis and portfolio management, stock exchange markets, financial markets, dividends, trading and settlements is required
  • Basic MS office skills
  • Team player and ability to multitask
  • Proven ability to work accurately and independently
  • Proven ability to prioritize work to meet/exceed deadlines
  • Good communication skills

Responsibilities

  • As Investment Performance Analysis, Associate 1
  • 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.
  • Effectively communicate with Global Performance Measurement and Risk, Operations, and IT staff to resolve data issues and escalate problems to the appropriate groups.
  • Collaborate with team members to develop, create and validate new performance analytical reports.
  • Must be able to independently “troubleshoot” functional and quantitative issues to ensure high quality report production. Must also be able to determine when problems & issues should be elevated to immediate manager.
  • Collaborate with multiple departments across the firm to achieve firm wide goal of performance return centralization.
  • Must be prepared to work flexible hours, potentially alongside US based colleagues for production and other issues that Require immediate escalation and/or resolution.
  • Ability to remain calm during stressful periods like quarter end and work well under pressure.
  • Active participation in various forums of the organization and providing valuable inputs time to time.

FAQs

What is the primary role of an Investment Performance Analyst at State Street?

The primary role of an Investment Performance Analyst is to facilitate on-time, on-budget delivery of initiatives that realize business outcomes related to investment analytics, including performance analysis, reconciliation of performance data, and ensuring the accuracy and completeness of data in analytics tools.

What qualifications are preferred for this position?

A graduate degree, preferably an MBA in Finance, is preferred for this position.

What skills are essential for success in this role?

Key skills include a good understanding of equity, fixed income, and derivative instruments; knowledge of security analysis and portfolio management; and basic MS Office skills.

Is teamwork important for this position?

Yes, being a team player and the ability to multitask are considered important for success in this role.

What type of background is valued at State Street?

State Street values diverse backgrounds, experiences, and perspectives and welcomes candidates of different origins, abilities, ages, sexual orientations, gender identities, and personalities.

Will I have the opportunity to develop professionally?

Yes, State Street offers a wealth of development programs and educational support to help employees reach their full potential.

What is the work schedule like for this role?

The role may require flexible hours, potentially aligning with US-based colleagues for production and urgent issues that require immediate resolution.

Are there employee benefits offered?

Yes, State Street provides competitive and comprehensive benefits packages, including generous medical care, insurance, savings plans, and access to flexible work programs.

Is there a focus on community engagement at State Street?

Yes, State Street emphasizes active engagement with communities worldwide and offers tools to help balance professional and personal life, including paid volunteer days and a matching gift program.

What is the work environment like at State Street?

State Street strives to create a great work environment that supports employee well-being and growth, fostering an inclusive atmosphere where everyone can thrive.

image

State Street

We’re at the heart of financial services. And our clients are at the heart of everything we do.

Finance
Industry
10,001+
Employees
1792
Founded Year

Mission & Purpose

At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better — now and in the future.