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Investment Performance Analysis - Associate 2

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State Street

Nov 2, 2024

  • Job
    Full-time
    Junior & Mid Level
  • Data
    Business, Operations & Strategy
  • Hyderabad, +1
  • Quick Apply

AI generated summary

  • You should have basic Excel skills, a degree in a math-related field, 1-3 years in asset management, and strong mathematical aptitude. Initiative and PC literacy are essential. BCom/BBA/MBA/CFA is a plus.
  • You will manage data accuracy, oversee operations, maintain client relations, support the team, assist with onboarding and projects, and ensure timely reporting and communication.

Requirements

  • PC Skills : Excel skills Basic / advantage
  • Degree or equivalent – mathematical related subject preferred
  • An aptitude for mathematical information
  • Initiative and Drive
  • PC Literate
  • BCom, BBA, MBA or CFA an advantage
  • 1-3 yrs work experience within an asset management company would be beneficial

Responsibilities

  • Provide Operation / Oversight Services within IMS Investment Analytics
  • Management Information Statistic (MIS) and Service Level Agreement (SLA) maintenance
  • Produce accurate and timely data
  • Assists where necessary to produce ad-hoc data for other Departments
  • Maintain strong internal / external relations
  • Help drive team forward and promote team working
  • Project work, including on-boarding new clients, new systems and liaising with multiple stakeholders
  • Produce accurate and timely operational data, from in house and 3rd party systems, on a monthly/quarterly basis for Equities, Fixed and Balanced clients.
  • Assist where necessary to produce ad-hoc request for multiple clients
  • Maintain strong relations with various areas of IMS and with the client directly via regular consultations and correspondence.
  • Help drive team forward and promote team-working
  • Provide daily support to the Operations team. Ensuring all client timetabled deadlines are met and all ad-hoc queries are completed in a timely manner. Regularly review procedures and implement changes to improve the reporting and communication process. Contribute to driving any new client onboarding Projects forward and maintain oversight.

FAQs

What is the overall purpose of the Investment Performance Analysis - Associate 2 role?

The overall purpose of the role is to provide operation and oversight services within IMS Investment Analytics, including management information statistics (MIS), service level agreement (SLA) maintenance, and producing accurate and timely data.

What key tasks and responsibilities will I have in this position?

Key tasks and responsibilities include producing operational data for various clients, assisting with ad-hoc requests, maintaining strong relations with internal teams and clients, providing support to the operations team, and contributing to client onboarding projects.

What qualifications are required for this role?

The minimum requirement is a degree or equivalent in a mathematical-related subject, with an aptitude for mathematical information being essential. Professional qualifications such as BCom, BBA, MBA, or CFA are considered an advantage.

How many years of experience is preferred for applicants?

Ideally, applicants should have 1-3 years of work experience within an asset management company.

What computer skills are needed for the position?

Basic Excel skills are necessary, and being PC literate is required.

Will there be opportunities for training and career enhancement?

Yes, job rotation and career enhancement through both formal and informal training are part of the team ethos.

Is team collaboration encouraged in this role?

Yes, promoting teamwork and helping drive the team forward are important aspects of this position.

Who will I be working closely with in this role?

You will maintain strong relationships with various areas of IMS and directly with clients through regular consultations and correspondence.

Are there any specific projects involved in this role?

Yes, you will be involved in project work including onboarding new clients and systems, as well as liaising with multiple stakeholders.

What types of clients will I be working with?

You will be working with Equities, Fixed, and Balanced clients, producing operational data on a monthly and quarterly basis.

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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.