Performance Measurement Client Service Specialist - Officer

at  State Street Corporation

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.

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

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