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 StateStreetGlobalServices (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 record‑keeping, to complete operations solutions for alternative assets like OTC derivatives, private equity and real estate. Our tools help our clients make better investment choices and act on growth opportunities. What you will be responsible for 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 (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 return 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, RFPs 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 online system, and participate in business development and implementation. What we value 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. 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. Benefits Employees are eligible to participate in StateStreet’s comprehensive benefits program, which includes: 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. Equal Opportunity Employer 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. Job Application Disclosure It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #J-18808-Ljbffr STATE STREET CORPORATION