Investment Performance Analyst I

Primary Areas of Responsibility:

? Verify accuracy of portfolio accounting data and portfolio/benchmark performance results ? Responsible for calculation and timely delivery of daily, monthly, and quarterly performance reports to clients

Accountabilities: ? Interact and communicate with clients and operations personnel ? Provides complex analysis for large institutional clients related to the performance and attribution of client portfolios or assets within their portfolios. ? Works closely with senior client consultants in developing reporting for complex investment strategies. ? Provides core services and more in-depth analysis of portfolio structure and component returns; explains changes between portfolio and benchmark returns using internal systems and data or external indices. ? Coordinates work with accounting groups in meeting client reporting needs and elevates issues appropriately.

Requirements:

? Bachelors Degree in Finance and Accounting ? 1-2 years financial services experience, performance measurement experience is a plus ? Excellent analytical and problem solving skills ? Advanced computer systems knowledge and experience ? Strong understanding of financial markets, and portfolio accounting ? Attention to detail, ability to multi-task, excellent customer service skills, proactive, self-motivated, strong work ethic, positive attitude

Required Education: Bachelors

Certifications:

NOTES: Local Applicants Only Please

 

Website:  www.statestreet.com 

 

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