Investment Performance Analysis - Senior Associate

State Street

Pune, Maharashtra, India
Performance analysis and attribution
Portfolio and benchmark reconciliation
Data validation and upload
State Street is a leading provider of financial services to institutional investors with a global presence in over 100 markets

Job Summary

  • State Street is a leading provider of financial services to institutional investors with a global presence in over 100 markets.
  • The role involves analyzing portfolio performance, validating data accuracy, and collaborating across multiple departments to centralize performance returns.
  • Employees benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks.

Matching Summary

State Street is a leading provider of financial services to institutional investors with a global presence in over 100 markets.

Skills & Requirements

Must-have

  • Performance analysis and attribution
  • Portfolio and benchmark reconciliation
  • Data validation and upload
  • Knowledge of equity and fixed income instruments
  • Investment management industry knowledge
  • Strong communication skills
  • Basic MS Office skills

Nice-to-have

  • Experience with POINT/Yield book/Factset
  • Ability to troubleshoot quantitative issues
  • Collaborative and team-oriented
  • Flexible working hours
  • Calm under pressure
  • Presentation skills
  • Process workflow management

Key Requirements

  • MBA in Finance or Post Graduate degree
  • 6-8 years financial industry experience
  • FRM/CFA or related certification preferred
  • Experience in performance measurement
  • Knowledge of security analysis and portfolio management

Work Rights

Not specified

Tailored Resume

Cover Letter