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Investment Performance Analysis - Associate 2 Assc2

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State Street

Nov 1, 2024

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

AI generated summary

  • You need basic Excel skills, a math-related degree, 1-3 years in asset management, and an aptitude for numbers. BCom, BBA, MBA, or CFA is a plus. Initiative and drive are essential.
  • You will manage data production, support operations, maintain client relations, assist with onboarding, and drive team collaboration while ensuring timely reporting and addressing ad-hoc queries.

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 primary responsibility of the Investment Performance Analysis Associate 2 role?

The primary responsibility is to provide Operation / Oversight Services within IMS Investment Analytics, including producing accurate and timely data and maintaining strong internal/external relations.

What educational qualifications are required for this position?

A degree or equivalent in a mathematical related subject is preferred, with an aptitude for mathematical information being necessary. Additional qualifications such as BCom, BBA, MBA, or CFA are considered an advantage.

What level of work experience is required for this role?

The ideal candidate should have 1-3 years of work experience within an asset management company, which would be beneficial.

What technical skills are necessary for this position?

Basic to intermediate Excel skills are required, along with general PC literacy.

Will there be opportunities for career growth and training?

Yes, job rotation and formal/informal training for career enhancement are part of the team environment.

How will the Associate be involved with clients?

The Associate will maintain strong relations with various areas of IMS and with clients directly through regular consultations and correspondence.

What kind of tasks will the Associate perform regularly?

The Associate will produce accurate and timely operational data, assist with ad-hoc requests for multiple clients, support the Operations team, and help drive new client onboarding projects forward.

Is teamwork emphasized in this role?

Yes, promoting team working and helping to drive the team forward is a key responsibility of this role.

What types of clients will the Associate work with?

The Associate will work with Equities, Fixed, and Balanced clients, producing operational data on a monthly/quarterly basis.

What kind of support will the Associate provide to the Operations team?

The Associate will provide daily support, ensuring all client timetabled deadlines are met and all ad-hoc queries are completed promptly.

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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.