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Job Description – Performance Analytics AVP
Who we are looking for:
State Street Performance & Attribution team is looking for an experienced Performance & Attribution Analyst to lead the client relationship activities for highly complex clients, with a specific focus on Asset Managers. Must have a good experience of leading diverse onboarding, implementation and transformation roles in addition to BAU responsibilities. The candidate need to have detailed understandings of Investment Performance Measurement and the ability to deep dive into Attribution Analysis (Equity, Multi Asset and Fixed Income).

Why This Role Is Important To Us
The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities.

What You Will Be Responsible For
As an
AVP in the Performance delivery team
, you will play a pivotal role in leading operations teams as well as driving client experience. You will combine
deep subject matter expertise
with
operational leadership
to drive quality, efficiency, and scalability in our service delivery. Your key responsibilities and expectations will include:

• Own new Client as well as service onboarding including liaising with Product as well as Technology teams
• Good hold of the applications, with a techno functional mindset to solution for evolving client and operational requirements
• Train and lead with expertise on the performance domain, including attribution modelling for fixed income and multi asset class portfolios as well as GIPS compliance standards
• Engage with internal as well as external stakeholders to influence positive outcomes for the client
• Lead from the front through engagement with client as well as client service personnel to deliver on change management solutions
• Drive a proactive 'Risk Excellence' culture within the business, by conducting business risk control self assessments on time and ensuring adequate risk mitigation measures in place
• Responsible for day to day operation, service delivery and maintain KPIs
• Provide SME support to the team towards tangible outcomes
• Strong understanding of the investment decision making process of the client, and actively participate in providing apt solutions to client needs
• Must be able to independently "troubleshoot" functional and quantitative issues to ensure high quality report production.
• Collaborate with multiple departments across the firm to achieve firm wide goal of client objectives
• Strong communication (written & verbal), interpersonal, organizational, analytical/detail oriented and time management skills

• Willingness to work through flexible shifts, especially for issue/escalation management, as may be needed.

• Team Management & Oversight

• Guide, train, and coach the team

• Contribute in effective backup planning and resource allocation to reduce dependency and help make the team self sufficient
• Provide regular feedback and support individual development goals and team performance.
• Result-oriented with an ownership and accountability mindset
• Commercial acumen - Understanding of cost/budgets and lead as well as drive this for the business
• Drive pay for performance and culture of performance differentiation
• Taking accountability of end-to-end outcomes as an enterprise, collaborating across functions/business and locations
• Executive presence, managing with influence and effective communication across stakeholder groups both regionally and globally
• Embed risk excellence culture across the teams
• Encourage and drive a culture of change and ideation

What We Value
These skills will help you succeed in this role

• Proven subject matter expertise
• Having worked in the investment management and performance reporting domain
• Ability to think critically, simplify complexity, and drive process transformation
• Strong client-centric mindset with the ability to enhance client interactions and service quality.
• Excellent written and verbal communication, interpersonal, and collaboration skills.
• Advanced analytical abilities and proficiency in Microsoft Excel.
• Strong organizational and time management skills; detail-oriented and deadline-driven.
• Managing large scale, multi-location projects

Education & Preferred Qualifications

• Minimum of 11 years of experience in Fund Administration or related investment performance roles.
• Good techno functional expertise
• Good understanding of Cloud Data Warehouse Platforms and SQL query language; Strong technical skills in the area of MS Excel, Data visualization tools
• Post graduate /professionally qualified in the area of finance
• CFA or CIPM preferred
• Strong knowledge of investment management industry, Performance measurement methodologies and platforms essential
• Strong knowledge of asset valuations, including complex structured products

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.

Job ID: R-

• Develop and implement investment strategies tailored to client objectives and risk profiles.
• Manage and rebalance investment portfolios across various asset classes (equities, fixed income, alternatives, etc.).
• Conduct in-depth research and analysis of securities, industries, and macroeconomic trends.
• Monitor portfolio performance and make tactical adjustments as needed.
• Identify and capitalize on investment opportunities while managing and mitigating risks.
• Engage with clients to understand their financial goals and provide regular performance updates.
• Collaborate with research analysts and economists to inform investment decisions.
• Ensure compliance with all relevant regulatory requirements and internal policies.
• Utilize financial modeling and analytical tools to support investment decisions.
• Prepare comprehensive investment reports and presentations for clients and internal stakeholders.
• Stay abreast of market developments, new investment products, and economic forecasts.
• Develop and maintain strong relationships with institutional investors and financial advisors.
• Contribute to the firm's overall investment strategy and asset allocation framework.
• Execute trades efficiently and cost-effectively.
• Participate in investment committee meetings and contribute to strategic discussions.

• Master's degree in Finance, Economics, or a related quantitative field. A CFA charter is highly preferred.
• 7+ years of experience in portfolio management, investment analysis, or a similar role in the banking and finance sector.
• Demonstrated success in managing investment portfolios and achieving client objectives.
• In-depth knowledge of financial markets, investment strategies, and various asset classes.
• Strong analytical, quantitative, and critical thinking skills.
• Proficiency with financial modeling and analytical software.
• Excellent communication, presentation, and client relationship management skills.
• Thorough understanding of regulatory requirements and compliance in the financial industry.
• Ability to work independently and collaboratively in a team environment.
• Proven track record of risk management and due diligence.
• Experience with fixed income, equity, and alternative investments.
• Strong ethical standards and professional integrity.

• Lead and manage a team of investment banking analysts, providing mentorship and technical guidance.
• Oversee the development of sophisticated financial models for valuation, M&A analysis, and capital raising.
• Direct the preparation of client-facing materials, including pitch books, presentations, and transaction memorandums.
• Ensure the accuracy and rigor of financial analysis, due diligence processes, and transaction structuring advice.
• Develop and implement best practices in financial modeling, data analysis, and risk assessment.
• Collaborate closely with deal teams to support M&A, IPOs, debt financing, and other capital markets transactions.
• Advise senior bankers and clients on strategic financial decisions and transaction execution.
• Monitor market trends and competitive landscape to identify opportunities and risks.
• Ensure compliance with all regulatory requirements and internal policies.
• Contribute to the strategic planning and business development efforts of the investment banking division.

• Master's degree in Finance, Economics, Business Administration, or a related quantitative field.
• Minimum of 10 years of progressive experience in investment banking, corporate finance, or a related analytical role.
• Demonstrated expertise in financial modeling, company valuation techniques (DCF, multiples, etc.), and transaction structuring.
• Proven leadership experience with a track record of managing and developing high-performing teams.
• Exceptional analytical, problem-solving, and critical thinking skills.
• Strong understanding of capital markets, M&A processes, and financial regulations.
• Excellent written and verbal communication skills, with the ability to present complex financial information clearly and concisely.
• Experience with financial databases (e.g., Bloomberg, Refinitiv) and analytical software.
• Professional certifications such as CFA are highly desirable.

• Lead and manage the Investment Banking Analysis team.
• Oversee the development of complex financial models and valuation analyses (DCF, LBO, comparable companies, precedent transactions).
• Guide clients through M&A, IPOs, debt issuance, and other strategic transactions.
• Conduct comprehensive financial due diligence and market research.
• Prepare high-quality pitch books, presentations, and client reports.
• Mentor and develop junior team members, fostering a culture of excellence.
• Manage client relationships and contribute to business development efforts.
• Ensure compliance with all relevant financial regulations and internal policies.
• Stay abreast of market trends and identify new opportunities for the firm.

• MBA, CFA, or a Master's degree in Finance, Economics, or a related quantitative field.
• Minimum of 10 years of progressive experience in investment banking, corporate finance, or private equity.
• Proven experience leading deal teams and successfully executing complex transactions.
• Exceptional financial modeling, valuation, and analytical skills.
• Strong understanding of capital markets, M&A processes, and corporate restructuring.
• Excellent client management and business development capabilities.
• Outstanding leadership, communication, and presentation skills.
• Ability to thrive in a fast-paced, high-pressure environment.

• Conduct in-depth financial analysis of investment portfolios, including performance attribution, risk assessment, and market trend analysis.
• Develop sophisticated financial models to forecast portfolio performance, evaluate investment opportunities, and support strategic planning.
• Prepare comprehensive reports and presentations on portfolio status, financial performance, and investment recommendations for senior management and clients.
• Monitor and analyze key economic indicators and market developments that may impact investment strategies.
• Collaborate with portfolio managers to define investment objectives, risk tolerance, and asset allocation strategies.
• Perform due diligence on potential investments and conduct valuation analyses.
• Ensure compliance with regulatory requirements and internal policies related to investment management.
• Identify and implement process improvements to enhance the efficiency and accuracy of financial analysis and reporting.
• Stay current with industry best practices, emerging financial technologies, and regulatory changes.
• Provide analytical support for mergers, acquisitions, and other corporate finance activities as needed.

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. Master's degree or CFA charter is a strong plus.
• Minimum of 5 years of experience in financial analysis, investment banking, portfolio management, or a related role.
• Proficiency in financial modeling, valuation techniques, and quantitative analysis.
• Strong understanding of capital markets, various asset classes (equities, fixed income, alternatives), and investment strategies.
• Expertise in Microsoft Excel, including advanced functions and VBA. Experience with financial databases (e.g., Bloomberg, Refinitiv) is highly desirable.
• Excellent analytical, problem-solving, and critical-thinking skills.
• Strong written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
• High level of integrity and attention to detail.

• Develop and implement investment strategies tailored to individual client needs, risk profiles, and financial goals.
• Conduct thorough market research and analysis to identify investment opportunities across various asset classes, including equities, fixed income, and alternative investments.
• Construct and manage diversified investment portfolios, ensuring alignment with client objectives and regulatory requirements.
• Monitor portfolio performance, rebalance as necessary, and provide regular performance reports to clients.
• Stay abreast of market trends, economic conditions, and geopolitical events that may impact investment performance.
• Engage with clients remotely to discuss portfolio performance, market outlook, and investment strategy adjustments.
• Ensure compliance with all relevant financial regulations, ethical standards, and internal policies.
• Collaborate with financial planning and wealth management teams to provide holistic client solutions.
• Utilize financial modeling and analytical tools to support investment decision-making.
• Continuously evaluate and refine investment strategies based on performance analysis and market dynamics.

• Master's degree in Finance, Economics, Business Administration, or a related field. Professional designations such as CFA (Chartered Financial Analyst) are strongly preferred.
• Minimum of 7 years of experience in investment management, portfolio management, or a related financial advisory role.
• Proven track record of successfully managing investment portfolios and achieving client objectives.
• In-depth knowledge of various asset classes, investment products, and financial markets.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent understanding of risk management principles and regulatory compliance.
• Exceptional written and verbal communication skills, essential for remote client interaction and reporting.
• Demonstrated ability to build strong client relationships and provide exceptional service in a remote setting.
• Proficiency in portfolio management software and financial analysis tools.
• High degree of integrity, professionalism, and ethical conduct.