Investment Performance Analysis, Officer

2 months ago


Sydney, Australia State Street Full time

Who we are looking for:
We are looking for an exceptional individual to become an Investment Analytics (IA) client lead 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, Officer 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:

- Understanding of Financial Markets and Products
- Client relationship and stakeholder management
- Change & project management
- Business Acument

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.

State Street's Speak Up Line



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