Investment Performance Analysis- Manager
State Street Corporation (company site, opens in a new tab)6–8 yrsPuneOn-siteDirect career pageEst. 12–20 LPA
Posted 8h ago
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Job description
Structured overview of role & requirements
About This Role
- Own portfolio and benchmark performance analysis and attribution, including explaining returns from security selection, asset allocation and currency factors.
- Reconcile and validate performance data across transactions, positions and pricing; investigate discrepancies and ensure accurate, complete outputs in performance, risk and analytics tools.
- Troubleshoot reporting issues, coordinate resolution across Operations, IT and performance teams, and contribute to new analytics reports and standardized workflows.
Minimum Requirements
- Work Experience Required: 6–8 years of post-graduation experience in a financial firm.
- Postgraduate qualification; an MBA in Finance is preferred. FRM, CFA or another finance-related certification is an added advantage.
- Required knowledge of equity, fixed-income and derivative instruments, investment management, security analysis, portfolio management and financial markets.
- Basic MS Office skills; must be prepared to work flexible hours alongside US-based colleagues when production issues require it.
Ideal Candidate Profile
- Has investment performance measurement experience, especially portfolio/benchmark reconciliation, performance attribution and investigation of security-level data issues.
- Can combine financial-market knowledge with hands-on validation of data from vendor systems and performance, risk or analytics applications; POINT, Yield Book or FactSet exposure is advantageous.
- Fits a cross-functional, global production environment involving report quality, issue escalation and time-sensitive work such as quarter-end; can explain calculation and audit details to analysts, operations teams and portfolio managers.