Full-Time

Global Advisors

Head of Performance & Analytics, Managing Director

Confirmed live in the last 24 hours

State Street

State Street

10,001+ employees

Asset management and custody banking services

Consulting
Financial Services

Compensation Overview

$160k - $250kAnnually

Senior, Expert

Company Historically Provides H1B Sponsorship

Boston, MA, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Data Analysis
Requirements
  • Strong experience in the financial services industry for +12-15 years.
  • Deep experience in performance and analytics, as well as a good understanding of the broader Middle Office ecosystem.
  • BA/ BS or equivalent degree, preferably with a financial or business discipline; completion of CFA is a plus.
  • Ability to multi-task, prioritize and manage expectations in a fast paced, complex environment.
  • Excellent problem solving and analytical skills.
  • Excellent verbal and written communication skills.
  • The ability to work independently.
  • The ability to manage a team creating an environment of cohesion and engagement.
  • Strong ability to motivate, mentor and engage high performing teams.
  • Strong active listening skills, highly collaborative, and transparent.
  • A risk-excellence leader.
Responsibilities
  • Own performance & analytics policies and standards – and ensure these are correctly applied in performance lifecycle activities.
  • Ownership of performance lifecycle activities – which includes performance returns calculations, attribution and explanation of results and deviations.
  • Management and oversight of outsourced activities to agreed service levels (a core outsourced activity is the production of monthly performance and attribution reports).
  • Set and execute the strategy for the function – including IT roadmap in the context of our broader Middle Office IT strategy.
  • Drive establishment of SSGA Performance & Analytics team through centralization of responsibilities and transition of analysis work from Investment teams.
  • Act as visible owner and leader for Performance & Analytics within SSGA – including for the Investment team which are a key user of performance data.
  • Manage the SSGA retained Performance & Analytics team – a team of professionals responsible for delivering support and services that allow Portfolio Managers to focus on their core responsibilities.
  • As Data Owner for performance data, understand consumer data requirements across the organization and drive execution of improvements to deliver 'trusted data' across the organization.
  • Lead domain engagement on key firmwide transversal initiatives – such as the deployment of our new 'NextGen' client reporting system.
  • Oversight application of GIPS performance standards; and reporting.

State Street Corporation operates in the financial services industry, focusing on asset management and custody banking. It provides a variety of services to institutional investors, such as mutual funds and pension funds, through its division, State Street Global Advisors, which manages investment portfolios and offers advisory services. The company serves a wide range of clients, including corporations, governments, and non-profit organizations, and utilizes its global network and expertise to deliver customized financial solutions. State Street generates revenue from management fees for overseeing client assets, transaction fees from trading, and service fees for custody and administration. Additionally, it is recognized for its commitment to innovation and leadership, particularly in promoting gender diversity and inclusion within the workplace. The goal of State Street is to provide high-quality financial services while fostering an inclusive environment for its employees.

Company Stage

IPO

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

N/A

Growth & Insights
Headcount

6 month growth

-10%

1 year growth

-10%

2 year growth

-10%
Simplify Jobs

Simplify's Take

What believers are saying

  • State Street's strategic acquisitions, such as stakes in BWP Trust and Australian Clinical Labs, indicate robust growth and expansion opportunities.
  • The company's exploration of blockchain-based payment solutions, including stablecoin and token launches, positions it at the forefront of financial technology innovation.
  • State Street's strong leadership team, with recent high-profile appointments, underscores its commitment to maintaining a competitive edge in the industry.

What critics are saying

  • The competitive nature of the financial services industry requires State Street to continuously innovate to maintain its market position.
  • Regulatory challenges and compliance issues, especially with new ventures like stablecoin and token launches, could pose significant risks.

What makes State Street unique

  • State Street's focus on institutional investors, including mutual funds and pension funds, sets it apart from competitors who may target a broader audience.
  • The company's commitment to innovation, such as exploring stablecoin and token launches, demonstrates its forward-thinking approach in the financial services industry.
  • State Street's emphasis on diversity and inclusion, highlighted by initiatives like WomenInFinance, distinguishes it as a leader in fostering a supportive and inclusive workplace.

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