Investment Performance Analysis - Emerging Lead
State Street CorporationMatch Score
Against your primary resumeLogin to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Protocol Intelligence
Data-driven signals on your job's competitivenessLog in to see why each signal reads the way it does.
Job Description
Structured overview of role & requirementsAbout This Role
Analyze and attribute portfolio performance including factors such as security selection, asset allocation, and currency impacts.
Reconcile and validate portfolio/benchmark performance data, resolving discrepancies at transaction, position, and pricing levels.
Collaborate across departments to develop performance reports and maintain high-quality processes and workflows for performance measurement and risk applications.
Minimum Requirements
Post Graduate degree, preferably MBA in Finance from a reputed institute.
6 - 8 years post-graduation experience in financial services; experience in performance measurement preferred.
Strong understanding of equity, fixed income, derivatives, investment management, portfolio management, and financial markets.
Proficiency in MS Office; exposure to POINT, Yield Book, or FactSet is an advantage.
Ideal Candidate Profile
Experienced in performance analysis and attribution with ability to troubleshoot complex problems independently.
Comfortable collaborating with global teams and escalating issues when necessary, including flexible working hours to coordinate with US colleagues.
Possesses strong analytical, communication, and interpersonal skills with experience in financial instruments and investment management environments.