Investment Performance Analysis - Associate 2

Who we are looking for: 

We are looking for an exceptional individual who wants to learn and become an Investment Analytics (IA) client facing specialist in our regional IA team, based in Location.  We have a strong learning culture that will help and support your growth. 

Investment Analytics is a specialized service that provides in-depth analysis of investment data, mandate guidelines, market trends, and performance metrics. By leveraging advanced techniques, we support portfolio management decision-making and help clients meet their reporting obligations to investors and regulators. This includes assessing risk, return, asset allocation, market conditions, and compliance with investment mandates. 

Our team of subject matter experts offers comprehensive support across Performance, Attribution, Risk, and Mandate Compliance, empowering clients to make informed investment decisions, manage risk effectively, and maintain transparency. Working closely with our operational hubs, we ensure a seamless client experience with strong governance and oversight. 

What you will be responsible for: 

As an IA Specialist you will be required to: 

• Understand your client’s IA requirements and what they value 

• Build trusted relationships using proactive communication and expectation management 

• Provide strong governance and client support via our Client Service Process (CSP) 

• Deliver value to our clients through insights and consulting on value-add solutions 

• Build and communicate your knowledge of the local market 

What we value:  

The following skills will help you succeed in this role: 

• Team first mindset 

• Motivation to build a career in Investment Analytics 

• Strong mathematics and analytical skills 

• Interest and understanding of financial markets and products 

• Ability to pick up unfamiliar / complex topics 

• Strong interpersonal skills with a positive, solution-oriented attitude 

Education & Preferred Qualifications: 

• University degree qualification 

• Studying towards CFA® and/or CIPM® an advantage 

• Exposure to team based activities 

Why us? 

Our Investment Analytics team offers you incredible development and growth opportunities: 

• Exposure to some of the world’s largest and most sophisticated financial institutions across industry segments 

• Dedicated learning and development programs to support your growth across a very broad set of leading-edge analytics 

• Develop sought after specialized client facing expertise  

• Team culture of learning and growth 

• Transparent and consistent expectations for success using our Playbook 

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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