Investment Performance Analysis, Assistant Vice President

Who we are looking for   The ideal applicant for this position has a strong   investments /finance (analysis) background. Associates at this level   are responsible for   client service and management, supporting an investment analytics consultant, while acting as the primary contact for clients   regarding   all aspects of their analytics services. Must be able to work independently with clients, build strong relationships through a solid understanding of their specific plan reporting requirements.   Why this role is important to us   The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions.   From core custody, accounting, fund administration and shareholder recordkeeping,   to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.   Join us if making your mark in the financial services industry from day one is a challenge you are up for.   What you will   be responsible for   As a Client Service   Analyst   you will   Manage clients’ daily,   monthly   and quarterly investment performance reporting.   Develop a value-added service model; develop specific knowledge of the clients’ needs,   concerns   and overall satisfaction.   Work with Clients to develop and   maintain   the reporting package ( i.e.   performance reports, attribution analysis, peer comparison universe reporting, quarterly board reports, investment analysis   review   and other services/products offered by SSIA).   Provide quality control checks on client performance reports including   monitoring   all changes (new funds, composites, benchmarks), review of custom calculations (overlay,   benchmarks   and alternative assets).   Support operations team and interact with investment managers to resolve returns differences and explain to clients accordingly.   Monitor client profitability, service   quality   and provide documentation on   scope   of services.   Work directly with senior manager on marketing presentations,   RFP’s   and sales calls.   Identify   cross-selling opportunities within your client set and work with manager to execute sales.   Prepare quarterly board/investment committee reports which provide a summary of plan performance for a specified period.   Must be technically savvy, able to train clients on the   on-line   system, and   participate   in business development and implementation.   What we value    These skills will help you succeed in this role   Excellent client service, relationship building/management, and communication skills.   Superior relationship skills with   ability   to effectively   communicate to   and influence senior level staff.   Proven ability to manage large/complex projects from end to end.   Ability to successfully work across organizations and foster collaboration.   Team player that creates an enthusiastic environment for continued learning   Excellent organization and task management skills.   Education & Preferred Qualifications   Bachelor’s degree in a   business related   field, preferably finance or accounting.   At least 5 years of industry experience, including client relationship development.   CFA and/or CIPM preferred.   Strong communication   and presentation skills, with a demonstrated ability to develop relationships inside and outside of an organization.   Additional   requirements   Ability to travel as   required ; minor overnight travel.   Flexible working hours   also   required due to global footprint and regional coverage.   Salary Range: $70,000 - $130,000 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. Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit https://hrportal.ehr.com/statestreet/Home . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. 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