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JobsState Street

Investment Performance Analysis, Senior Associate

State Street

Investment Performance Analysis, Senior Associate

State Street

Hangzhou, China

·

On-site

·

Full-time

·

1w ago

Benefits & Perks

Flexible Work Programs

Paid volunteer days

Healthcare

Learning Budget

Healthcare

Learning

Required Skills

Analytical thinking

Critical thinking

Problem-solving

Attention to detail

Project management

Communication

Job Description

Who we are looking for:

We are looking for an exceptional individual to join our team for performance and analytics.

Why this role is important to us:

State Street Global Delivery provides asset owners and asset managers access to financial information and tools essential for effective investment solutions. From core custody, accounting, fund administration, shareholder recordkeeping, and performance, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity, and real estate. Our services help our clients make better investment choices and generate wealth for their customers and beneficiaries.

What you will be responsible for:

As a key expert in the APAC region, your responsibilities will include:

  • Performance Measurement. Calculate and validate time-weighted and money-weighted returns for portfolio, composites, and funds.
  • Analyze attribution effects (sector, security, currency) to explain performance drivers.
  • Benchmark portfolios against relevant indices and peer groups.
  • Generate performance and analytics reports for a wide range of clients from asset managers, asset owner to trustees.
  • Maintain accuracy of performance data across systems.
  • Provide in-depth analysis to clients and technical support.
  • Support client ad-hoc query/request.
  • Provide adequate documentation and backup of all operational processes.
  • Support client transitions and sales.
  • Input into our regional product roadmap, strategy, and local market developments.

What we value:

These skills will help you succeed in this role:

  • Strong analytical and critical thinking.
  • Independent client service and problem-solving skills.
  • Attention to detail.
  • Project Management skills
  • Excellent Communication skills to translate complex ideas into actionable insights.

Education & Preferred Qualifications:

  • Bachelor’s degree in Accounting/Mathematics/Finance/Economics or equivalent (post graduate degree and/or a CFA®, CIPM® or CAIA® would be an advantage).
  • 3-5 years above experience in investment analytics or finance industry.
  • Proficiency in performance calculation methodologies (e.g., attribution and ex-post risk results for a diverse range of portfolios to clients)
  • Proven knowledge of market leading performance and attribution platforms (GPA, Opturo, Stat Pro, Fact Set, Bloomberg etc.)
  • Understanding of performance attribution product trends, including models and GIPS®
  • Knowledge of financial instruments: equities, fixed income, derivatives).
  • Knowledge of risk metrics (VaR, tracking error, volatility).
  • Advanced Excel/SQL/Python skills for data analysis would be beneficial.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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About State Street

State Street

State Street Investment Management — formerly State Street Global Advisors (SSGA) — is an American investment management division of State Street Corporation founded in 1978 and the world's fourth largest asset manager, with nearly US$4.1 trillion in assets under management as of December 31, 2023.

10,001+

Employees

Boston

Headquarters

Reviews

3.5

6 reviews

Work Life Balance

2.5

Compensation

3.0

Culture

2.5

Career

3.2

Management

2.8

35%

Recommend to a Friend

Pros

More opportunity than other banks

Career advancement potential

Financial services experience

Cons

Slow hiring process

Poor Glassdoor reviews

Variance in firm quality opinions

Salary Ranges

76 data points

Junior/L3

Junior/L3 · Business Analyst

2 reports

$134,560

total / year

Base

$117,009

Stock

-

Bonus

-

$127,061

$142,060

Interview Experience

5 interviews

Difficulty

2.6

/ 5

Duration

21-35 weeks

Offer Rate

20%

Experience

Positive 20%

Neutral 60%

Negative 20%

Interview Process

1

Application Review

2

Recruiter Screen

3

Phone Interview

4

Technical/Hiring Manager Interview

5

Final Interview/Offer Stage

Common Questions

Technical Knowledge

Behavioral/STAR

Past Experience

Culture Fit