Investment Performance Analysis - Team Lead

State Street Corporation

Not specified
Performance analysis and attribution
Reconcile and update portfolio performance
Validate data accuracy
State Street Corporation is seeking a Team Lead for Investment Performance Analysis, responsible for performance analysis, reconciliation of portfolio data, and ensuring data accuracy in performance and risk tools. The ideal candidate should have strong analytical skills, a background in finance, and experience in performance measurement

Job Summary

  • State Street Corporation is a leading provider of financial services to institutional investors, managing significant assets under custody and administration.
  • Key responsibilities include performance analysis, reconciliation, data validation, and resolving security level discrepancies using Global Performance Measurement and Risk applications.
  • The role requires strong analytical, problem-solving, and communication skills, with the ability to collaborate across departments and work under pressure, especially during peak periods like quarter-end.

Matching Summary

Match Score: 85

State Street Corporation is seeking a Team Lead for Investment Performance Analysis, responsible for performance analysis, reconciliation of portfolio data, and ensuring data accuracy in performance and risk tools. The ideal candidate should have strong analytical skills, a background in finance, and experience in performance measurement.

Skills & Requirements

Must-have

  • Performance analysis and Attribution
  • Reconcile and update portfolio performance
  • Validate data accuracy
  • Equity, Fixed Income, Derivative instruments
  • Investment Management industry knowledge
  • Analytical and problem solving skills

Nice-to-have

  • Communication and presentation skills
  • Troubleshoot functional and quantitative issues
  • Maintain best practice process workflow
  • Flexible hours
  • Work well under pressure

Key Requirements

  • 6 - 8 year post-graduation experience
  • Post Graduate, preferably MBA in Finance
  • FRM/CFA/Financial industry related certification (added advantage)
  • Exposure to POINT/Yield book/Factset (added advantage)

Work Rights

Not specified

Tailored Resume

Cover Letter