Investment Performance Analysis - Senior Associate

State Street UK

Performance measurement and attribution analysis
Equity fixed income and derivative instruments knowledge
Security level discrepancy investigation and resolution
The role involves analyzing absolute and relative portfolio performance against factors like security selection and asset allocation

Job Summary

  • The role involves analyzing absolute and relative portfolio performance against factors like security selection and asset allocation.
  • Candidates must validate data accuracy and resolve discrepancies at the transaction, position, and pricing levels within risk applications.
  • State Street offers inclusive development opportunities, flexible work-life support, and vibrant employee networks for its global workforce.

Matching Summary

The role involves analyzing absolute and relative portfolio performance against factors like security selection and asset allocation.

Skills & Requirements

Must-have

  • Performance measurement and attribution analysis
  • Equity fixed income and derivative instruments knowledge
  • Security level discrepancy investigation and resolution
  • Data validation from vendor systems
  • Strong communication and problem-solving skills

Nice-to-have

  • Collaboration with global teams across departments
  • Ability to work flexible hours under pressure
  • Experience in developing analytical reports
  • Maintaining best practice process workflows

Key Requirements

  • Post Graduate degree preferably MBA in Finance
  • 6-8 years post-graduation experience in financial firm
  • FRM/CFA or Financial industry certification advantage
  • Exposure to POINT Yield book or Factset tools

Work Rights

Not specified

Tailored Resume

Cover Letter