Investment Performance Analysis - Team Lead
State Street Corporation (company site, opens in a new tab)6–8 yrsBengaluruOn-siteDirect career pageEst. 15–28 LPA
Posted 14d ago
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Job description
Structured overview of role & requirements
About This Role
- Lead performance analysis and attribution of portfolio returns including factors like security selection and asset allocation.
- Reconcile and validate portfolio and benchmark performance data, identifying and resolving discrepancies at transaction, position, and pricing levels.
- Collaborate with multiple teams to develop performance reports, maintain best practices, and troubleshoot data and reporting issues to ensure high-quality output.
Minimum Requirements
- 6-8 years of post-graduation experience in financial firms; Performance Measurement experience is advantageous.
- Post Graduate degree required, preferably an MBA in Finance from a reputed institute.
- Strong understanding of Equity, Fixed Income, Derivatives, investment management, security analysis, trading and settlements.
- Basic MS Office skills; exposure to POINT, Yield Book, and FactSet is a plus.
Ideal Candidate Profile
- Experienced in complex investment performance measurement and attribution processes within asset management or financial services.
- Capable of independently troubleshooting quantitative and functional issues and escalating when necessary under pressure (e.g., quarter-end).
- Comfortable collaborating and communicating effectively with diverse global teams including portfolio managers, operations, risk, and IT departments.