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Investment Performance Analytics, Associate 2
State Street. Facilitate on-time, on-budget delivery of investment analytics initiatives .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment analytics, including portfolio performance analysis and reconciliation, while effectively collaborating across teams to ensure accurate data management and reporting. Proficient in financial instruments and markets, with strong analytical and communication skills to support operational excellence.
Highest-signal resume keywords
Portfolio Performance AnalysisInvestment AnalyticsData ValidationFinancial Markets KnowledgeCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Portfolio ManagementSecurity AnalysisPerformance AttributionData RetrievalAnalytical Reporting
Soft Skills
MultitaskingAttention to DetailAbility to Work Under PressureIndependent WorkTime Management
Tools & Technologies
MS OfficePerformance Analytics ToolsRisk Management Tools
Certifications & Qualifications
MBA in Finance
Industry Keywords
Equity InstrumentsFixed Income InstrumentsDerivative InstrumentsStock Exchange MarketsTrading and Settlements
About the role
Key responsibilities & impact- Facilitate on-time, on-budget delivery of investment analytics initiatives
- Manage day-to-day Global Delivery Operations for investment analytics business functions
- Collaborate with delivery, product, and global technology services teams
- Perform absolute and relative portfolio performance analysis and attribution
- Reconcile and update portfolio and benchmark performance
- Validate, investigate, and resolve security-level discrepancies at transaction, position, and pricing levels
- Retrieve, validate, and upload data from source and vendor systems
- Validate completeness and accuracy of data in performance, risk, and analytics tools
- Answer questions regarding performance calculation processes and auditing procedures
- Communicate with Global Performance Measurement and Risk, Operations, and IT staff to resolve data issues
- Develop, create, and validate performance analytical reports
- Troubleshoot functional and quantitative issues and escalate problems when appropriate
- Collaborate across departments to support performance return centralization
- Participate in organizational forums and provide input
Requirements
What you’ll need- Graduate, preferably an MBA in Finance
- Good understanding of Equity, Fixed Income and Derivative instruments
- Knowledge of security analysis and portfolio management
- Knowledge of stock exchange markets, financial markets, dividends, trading and settlements
- Basic MS Office skills
- Ability to multitask
- Ability to work accurately and independently
- Ability to prioritize work to meet/exceed deadlines
- Good communication skills
- Must be prepared to work flexible hours, potentially alongside US-based colleagues
- Ability to remain calm during stressful periods and work well under pressure
Benefits
Comp & perks- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Vibrant employee networks