Why this role is important to us

Join our Performance and Analytics team and collaborate with some of North America’s top institutional organizations. You will work with senior investment staff and drive the performance relationship forward on our most complex clients.    You will add value through thought leadership and proactively make recommendations on best practices and policies to ensure acceptable industry practices and minimal risk.   You will oversee a team of analysts that will be responsible for timely and accurate data and you will work to develop their investment performance skills.

What you will be responsible for

Work with your senior team lead and underlying analysts to ensure timely and accurate data delivery on complex clients across all plan types.

Lead client discussions on conference calls and visits encompassing performance methodology and calculations, reporting, products, billing and scenario analysis among other topics. Leverage team talent to assist.

Be an expert on the full Analytics product suite and be able to identify opportunities and solutions to client issues.

Champion client facing technology and execute on recommendations to maximize efficiencies. 

Ensure client is aware of all technology and train internal / external parties.

Ensure client deliverables / metrics are met while maintaining proper documentation with adherence to risk standards.   Organize and execute plan to remediate issues.

Collaborate with internal teams to drive process improvements to increase client satisfaction.

Education & Preferred Qualifications

BS/BA in accounting, finance or economics related area

10+ years of Investment Performance experience

5+ years of supervisory or management experience

Ability to interpret large amounts of data and translate into concise, easily understood speaking points to senior  staff members

CFA / CIPM preferred

Additional requirements

Ability to effectively handle and resolve numerous ongoing communications and reporting deliverables in fast paced environment.

Superior relationship skills with ability to effectively communicate to and influence senior level staff.

Understanding the drivers of questions to ensure maximum efficiency in the research and resolution process

Ability to successfully work across organizations and foster collaboration.

Team player that creates an enthusiastic environment for continued learning

Travel required.

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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs 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 perspectives 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 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 programs 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/careers

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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