Investment Performance Analysis, Associate 2

at  State Street

Sydney, New South Wales, Australia -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate20 Sep, 2024Not Specified20 Jun, 20241 year(s) or aboveFinancial Markets,Analytics,Stakeholder Management,Investment Performance,Gips,Models,Investment Compliance,AttributionNoNo
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Description:

Who we are looking for:
We are looking for an exceptional individual to become an Investment Analytics (IA) client facing specialist covering investment performance, attribution, risk, and mandate compliance working in our regional IA team.
Why this role is important to us:
The team you will be joining is a part of Investment Analytics, one of the biggest asset managers in the world, that provides services to the world’s governments, institutions and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.
What you will be responsible for:

As an Investment Analytics Specialist you will be required to:

  • Understand your client’s investment analytics requirements and what they value
  • Build trusted relationships using proactive communication
  • Provide strong governance and client support via our Client Service Process
  • Deliver value to our clients through insights and consulting on value add solutions

What we value:

These skills will help you succeed in this role:

  • Interest in building a career in Investment Analytics
  • Understanding of Financial Markets and Products
  • Client relationship and stakeholder management
  • Change & project management

Education & Preferred Qualifications:

  • University degree qualification (post graduate degree and/or a CFA®, CIPM® or CAIA® an advantage)
  • Around 1-2 years’ industry experience, preferably in investment performance and analytics that includes:
  • Interpreting and articulating investment performance, attribution and ex-post risk results for a diverse range of portfolios to clients
  • Understanding of investment data requirements to produce analytics accurate results.
  • Understanding of mandate investment compliance.
  • Understanding of performance and attribution product trends, including models and GIPS.

About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/career

Responsibilities:

  • Interest in building a career in Investment Analytics
  • Understanding of Financial Markets and Products
  • Client relationship and stakeholder management
  • Change & project managemen


REQUIREMENT SUMMARY

Min:1.0Max:2.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Sydney NSW, Australia