Investment Performance Analysis, Off

2 weeks ago

Sydney, New South Wales, Australia State Street Full time
Who we are looking for


We are looking for an exceptional individual to become a Analytics Client Service Specialist covering investment performance, attribution, risk, and mandate compliance working in our regional Specialized Services and Investment Analytics (SSIA) team.

Why this role is important to us


The team you will be joining is a part of Specialized Services and Investment Analytics, one of the biggest asset managers in the world, that provides services to the world's governments, institutions and financial advisors across the globe.

With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles.

As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.


Join us if making your mark in the asset management industry from day one is a challenge you are up for.

What you will be responsible for

As Investment Performance Analysis Officer you will

  • Client relationship and servicing for analytics related solutions
  • Client engagement with product solutions and analytics thought leadership
  • Provide indepth value add investment analysis and technical support to clients
  • Lead virtual teams through client onboarding and project initiatives
  • Understand client reporting needs and make recommendations on best use of technology
  • Manage document maintenance on scope of service, procedures, risk assessments, contacts and deliverables
What we value

These skills will help you succeed in this role

  • Client relationship and servicing for analytics related solutions
  • Client engagement with product solutions and analytics thought leadership
  • Provide indepth value add investment analysis and technical support to clients
  • Lead virtual teams through client onboarding and project initiatives
  • Understand client reporting needs and make recommendations on best use of technology
  • Manage document maintenance on scope of service, procedures, risk assessments, contacts and deliverables
Education & Preferred Qualifications

  • University degree qualification (post graduate degree and/or a CFA, CIPM or CAIA an advantage)
  • Around 5 years' industry experience, preferably in investment performance and analytics that includes:
  • Interpreting and articulating investment performance, attribution and ex-post risk results for a diverse range of portfolios to clients
  • Understanding of investment data requirements to produce analytics accurate results
  • Understanding of mandate investment compliance.
  • Understanding of performance and attribution product trends, including models and GIPS
About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

State Street is an equal opportunity and affirmative action employer.

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