Investment Performance Analysis, Associate 2

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 an Investment Analytics (IA) client facing specialist covering investment performance, attribution, risk, and mandate compliance working in our regional IA team.


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 an Investment Analytics Specialist you will be required to:

  • Understand your client's investment analytics requirements and what they value
  • Build trusted relationships using proactive communication
  • Provide strong governance and client support via our Client Service Process
  • Deliver value to our clients through insights and consulting on value add solutions

What we value:
These skills will help you succeed in this role:

  • Interest in building a career in Investment Analytics
  • Understanding of Financial Markets and Products
  • Client relationship and stakeholder management
  • Change & project management

Education & Preferred Qualifications:

  • University degree qualification (post graduate degree and/or a CFA, CIPM or CAIA an advantage)
  • Around 12 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.

  • Associate, Infrastructure Investments

    2 weeks ago

    Sydney, New South Wales, Australia Brookfield Investment Management Australia Pty Ltd Full time

    LocationSydney - 10 Carrington Street, Level 21Business - InfrastructureBrookfield Infrastructure Group is one of Brookfield's primary operating groups. The Infrastructure Group is one of the world's largest infrastructure investors, owning and operating critical assets across the transport, utilities, energy, and data infrastructure sectors. The Group...

  • Investment Performance Analysis, Officer

    2 weeks ago

    Sydney, New South Wales, Australia State Street Full time

    Who we are looking forWe are looking for an exceptional individual to become an Investment Performance Analysis, Officer who's 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 usThe team you will be joining is a part of...

  • Investment Performance Analysis, Off

    2 weeks ago

    Sydney, New South Wales, Australia State Street Full time

    Who we are looking forWe 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 usThe team you will be joining is a part of Specialized...

  • Investment Performance Analysis, Off

    2 weeks ago

    Sydney, New South Wales, Australia State Street Corporation Full time

    Who we are looking forWe 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 usThe team you will be joining is a part of Specialized...

  • Associate, Infrastructure Investments

    2 weeks ago

    Sydney, New South Wales, Australia Brookfield Asset Management, Inc. Full time

    Associate, Infrastructure InvestmentsLocationSydney - 10 Carrington Street, Level 21Business - InfrastructureBrookfield CultureBrookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed...

  • Investment Associate

    1 month ago

    Sydney, New South Wales, Australia Green Recruitment Company Full time

    ​Job title: Investment AssociateLocation: Sydney, New South Wales, Australia (Hybrid)TGRC is looking for an ambitious Investment Associate to join a leading advisory firm on a hybrid basis in Sydney.Company Overview: The Green Recruitment Company is proud to partner with a leading corporate advisory firm that specialises in M&A and financial advisory...

  • Investment Associate

    2 weeks ago

    Sydney, New South Wales, Australia Green Recruitment Company Full time

    ​Job title: Investment AssociateLocation: Sydney, New South Wales, Australia (Hybrid)TGRC is looking for an ambitious Investment Associate to join a leading advisory firm on a hybrid basis in Sydney.Company Overview: The Green Recruitment Company is proud to partner with a leading corporate advisory firm that specialises in M&A and financial advisory...

  • Investment Associate

    4 weeks ago

    Sydney, New South Wales, Australia Green Recruitment Company Full time

    ​Job title: Investment AssociateLocation: Sydney, New South Wales, Australia (Hybrid)TGRC is looking for an ambitious Investment Associate to join a leading advisory firm on a hybrid basis in Sydney.Company Overview: The Green Recruitment Company is proud to partner with a leading corporate advisory firm that specialises in M&A and financial advisory...

  • Investment Associate

    2 weeks ago

    Sydney, New South Wales, Australia The Green Recruitment Company Full time

    Posted 25 August 2023Salary Competitive Salary (DOE)LocationSydneyJob type PermanentDisciplineRenewable Energy & Infrastructure, Energy, ESG & Green Tech FinanceReferenceMRLI-3AUG23Contact NameMegan RickettTGRC is working with a leading Renewable Energy Developer to find an Investment Associate to manage and grow their investment portfolio, and report...

  • Investment Associate

    2 weeks ago

    Sydney, New South Wales, Australia Pro-invest Careers Full time

    About the jobPro-invest is an integrated real estate asset manager with a specialisation in hospitality and presence in Europe, the Middle East and Asia. We have in-house expertise across Fund and Asset Management, Development and Hotel Management with a global corporate team of 60 people. Pro-invest and its executive team have built, invested in, owned and...

  • Investment Associate/Manager

    2 weeks ago

    Sydney CBD, New South Wales, Australia Robert Walters Full time

    A prominent Australian Private Equity fund manager is looking to hire an Investment Associate or Investment Manager as they looks to deploy their third fund. The firm has an outstanding track record providing growth equity in mid-market deals, investing in founder led businesses across a broad range of sectors.The Investment Associate or Investment Manager...

  • Associate, Infrastructure Investments

    2 weeks ago

    Sydney, New South Wales, Australia Brookfield Full time

    Associate, Infrastructure Investments page is loaded Associate, Infrastructure Investments Apply locations Sydney, New South Wales time type Full time posted on Posted Yesterday job requisition id R LocationSydney - 10 Carrington Street, Level 21Business - Infrastructure Brookfield Infrastructure Group is one of Brookfield's primary operating groups. The...

  • Associate, Infrastructure Investments

    2 weeks ago

    Sydney, New South Wales, Australia Brookfield Asset Management Full time

    LocationSydney - 10 Carrington Street, Level 21Business - InfrastructureBrookfield Infrastructure Group is one of Brookfield's primary operating groups. The Infrastructure Group is one of the world's largest infrastructure investors, owning and operating critical assets across the transport, utilities, energy, and data infrastructure sectors. The Group...

  • Investment Associate

    2 weeks ago

    Sydney, New South Wales, Australia Redpath Partners Pty Full time

    The ClientOur client is a fully integrated owner, operator investment manager and developer across various living sectors. They are institutionally backed and experiencing continued growth nationally.The RoleAs one of the Investment Associates, you will support a wider Investment team in new business and strategy. You will gain experience in end-to-end...

  • investment associate

    2 weeks ago

    Sydney, New South Wales, Australia Redpath Partners Full time

    Real Estate & Property Capital Transactions/ Investment Sydney Permanent / Full Time Major living sectors Developer & Investment Manager End to end investment role - Real Estate focus Contact Jonny at Redpath Partners: / The Client Our client is a fully integrated owner, operator investment manager and developer across various living sectors. They...

  • Investment Operations Associate

    2 weeks ago

    Sydney, New South Wales, Australia Keegan Adams Recruitment Pty Ltd Full time

    Keegan Adams are proud to represent a Global Investment Manager specialising in the Real Estate and Infrastructure market, looking for an Investment Operations Associate to join their Sydney office. With over 40 years in the industry, they have gained an excellent reputation, working with top clients in Australia and beyond and truly fostering a great...

  • Investment Analyst/Associate

    2 weeks ago

    Sydney, New South Wales, Australia Crypto Recruit Full time

    Conduct market analysis, and competitor research and stay ahead of market trends.The company is an Ethereum Layer 2 scaling solution, built to bring digital assets, NFTs, and blockchain gaming to life. Our mission is to empower digital asset ownership for people and businesses. If you get excited by the thought of joining a highly experienced, fast-paced...

  • Investment Associate

    2 weeks ago

    Sydney, New South Wales, Australia JD Ross Energy Full time

    Investment Associate:Sydney, AustraliaInvestment Associate$ $150000 per annum, Benefits: + super + bonusInvestment AssociateLocation:Sydney, AustraliaReports to:Finance and Commercial Director Permanent Fulltime Position Renewable Energy Developer Leader in the Energy TransitionWe have partnered with a Renewable Energy Developer, at the forefront of the...

  • Investment Associate

    2 weeks ago

    Sydney, New South Wales, Australia The Green Recruitment Company Full time

    Posted 15 April 2024Salary Competitive Salary (DOE)LocationSydneyJob type PermanentDiscipline Energy, ESG & Green Tech FinanceReferenceMR-IA-15APR24Contact NameMegan RickettJob title: Investment AssociateLocation: Sydney, New South Wales, Australia (Hybrid)TGRC is looking for an ambitious Investment Associate to join a leading advisory firm on a hybrid basis...

  • Investment Associate

    2 weeks ago

    Sydney, New South Wales, Australia FourQuarters Full time

    Innovative Award Winning Credit Fund Investment Associate Role Oustanding Career DevelopmentFourQuarters ClientJoin an innovative award-winning non-bank lenderFourQuarters client is a leading Australian non-bank corporate lender and alternative asset manager specialising in fixed income, private credit, equity and capital markets offering tailored borrowing...