Investment Performance Analysis, Off

at  State Street Corporation

Sydney, New South Wales, Australia -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate17 Sep, 2024Not Specified18 Jun, 20245 year(s) or aboveDeliverables,Investment Compliance,Analytics,Attribution,Leadership,Gips,Technology,Virtual Teams,Models,Investment PerformanceNoNo
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Description:

WHO WE ARE LOOKING FOR

We are looking for an exceptional individual to become a Analytics Client Service Specialist covering investment performance, attribution, risk, and mandate compliance working in our regional Specialized Services and Investment Analytics (SSIA) team.

EDUCATION & PREFERRED QUALIFICATIONS

  • University degree qualification (post graduate degree and/or a CFA®, CIPM® or CAIA® an advantage)
  • Around 5 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

Responsibilities:

WHY THIS ROLE IS IMPORTANT TO US

The team you will be joining is a part of Specialized Services and 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.
Join us if making your mark in the asset management industry from day one is a challenge you are up for.

WHAT YOU WILL BE RESPONSIBLE FOR

As Investment Performance Analysis Officer you will

  • Client relationship and servicing for analytics related solutions
  • Client engagement with product solutions and analytics thought leadership
  • Provide in-depth value add investment analysis and technical support to clients
  • Lead virtual teams through client onboarding and project initiatives
  • Understand client reporting needs and make recommendations on best use of technology
  • Manage document maintenance on scope of service, procedures, risk assessments, contacts and deliverables

These skills will help you succeed in this role

  • Client relationship and servicing for analytics related solutions
  • Client engagement with product solutions and analytics thought leadership
  • Provide in-depth value add investment analysis and technical support to clients
  • Lead virtual teams through client onboarding and project initiatives
  • Understand client reporting needs and make recommendations on best use of technology
  • Manage document maintenance on scope of service, procedures, risk assessments, contacts and deliverable


REQUIREMENT SUMMARY

Min:5.0Max:10.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Sydney NSW, Australia