Investment Performance Analysis - Senior Associate
State Street Corporation (company site, opens in a new tab)6–8 yrsPuneOn-siteDirect career pageEst. 12–20 LPA
Posted 16h ago
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Job description
Structured overview of role & requirements
About This Role
- Perform range performance analysis and attribution including portfolio performance drivers such as security selection, asset allocation, and currency.
- Reconcile and update portfolio and benchmark performance data and resolve discrepancies at transaction, position, and pricing levels using Global Performance Measurement and Risk applications.
- Communicate and collaborate with various internal teams to validate data, troubleshoot issues, develop performance reports, and support firm-wide performance return centralization.
Minimum Requirements
- Post Graduate degree required, preferably MBA in Finance from a reputed institute.
- 6 - 8 years of post-graduation experience in financial firms; experience in performance measurement preferred.
- Good understanding of Equity, Fixed Income, and Derivative instruments; knowledge of investment management industry and security analysis required.
- Proficiency in Microsoft Office; experience with POINT, Yield Book, or Factset considered advantageous.
Ideal Candidate Profile
- Experienced in financial performance analysis with strong quantitative and troubleshooting skills applied in a financial firm environment.
- Able to manage data validation and discrepancy resolution independently under pressure, including flexible working hours aligned with US time zones.
- Capable of cross-departmental collaboration and communication with performance analysts, operations, IT, and portfolio managers to maintain high-quality reporting and processes.