Performance Measurement Client Service Specialist – Officer

at  State Street

Who we are looking for
We are looking for bright, enthusiastic and hard-working individuals with a keen interest in learning about and accounting for complex investment transactions and structures in a dynamic, challenging and fast-paced work environment. Your success will be facilitated by the leading-edge technology infrastructure supported by well-developed procedures and controls. We offer you a challenging career in a rapidly expanding international company with a professional, yet casual, work environment.
Why this role is important to us
The team you will be joining is a part of our State Street Alternatives operation. We are a recognized industry-leading provider of fund accounting, fund administration and risk services to alternative investment fund managers. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements of institutional investors.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
Join our Performance and Analytics team and collaborate with some of North America’s top asset managers and institutional organizations. You will work with and directly service investment staff on their performance product suite. You will engage with client and other State Street teams to define ongoing plan structure changes, review and interpret results and optimize the use of online data tools. You will add value through client level reviews and proactively make recommendations on industry best practices.

Primary Responsibilities

• Direct ownership or shared responsibility for client satisfaction across clients of varying sizes and complexities
• Lead client discussions on conference calls and visits encompassing performance methodology and calculations, reporting and products
• Provide feedback to clients on best practices compared to their peer groups and other institutional clients
• Champion client facing technology and make recommendations to maximize efficiencies. Train clients on the effective use of online tools
• Collaborate with internal teams to ensure proper metrics are achieved and with a focus on continued process improvement
• Communicate, manage, execute, monitor and review change management
• Contribute to the training, development and oversight of junior team members where applicable

Required Skills or Certifications

• BS/BA in accounting, finance or economics related area
• 7+ years of Investment Performance and Analytics experience and / or solid knowledge of investment performance analysis
• Ability to interpret large amounts of data and translate into concise, easily understood speaking points
• CFA / CIPM preferred

Success Capabilities

• Ability to effectively handle and resolve numerous ongoing communications and reporting deliverables in a fast-paced environment
• Superior client service skills; ability to own day to day management of client experience and engage with senior level staff
• Understanding the drivers of questions to ensure maximum efficiency in the research and resolution process

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

• Direct ownership or shared responsibility for client satisfaction across clients of varying sizes and complexities
• Lead client discussions on conference calls and visits encompassing performance methodology and calculations, reporting and products
• Provide feedback to clients on best practices compared to their peer groups and other institutional clients
• Champion client facing technology and make recommendations to maximize efficiencies. Train clients on the effective use of online tools
• Collaborate with internal teams to ensure proper metrics are achieved and with a focus on continued process improvement
• Communicate, manage, execute, monitor and review change management
• Contribute to the training, development and oversight of junior team members where applicabl