Investment Performance Analysis - Team Lead

Who we are looking for

We are looking for someone with 4-8 Yrs Experience in Middle Office or Performance. You will be joining as a Senior Associate as part of Performance & Analytics team in our Bangalore/Hyderabad office.

What you will be responsible for

As Senior Associate you will

• Provide Performance & Attribution services for EMEA/NA clients.
• Perform daily activities where you review portfolios/securities breaching tolerance and provide comments.
• Collaborate with JV/Upstream teams to validate performance data.
• Deliver Monthly attribution reports to clients as per deadline.
• Work closely with Onshore/client reporting team to address the queries related to performance/attribution data.
• Work on adhoc projects within the team. Understanding the project requirements and proactively completing the tasks prior to target date.
• Attend daily/weekly calls with Onshore or Project team to discuss any pending issues.

What we value

These skills will help you succeed in this role:

• Basic knowledge about different asset classes – Equity, Fixed Income & Multi Asset.
• Detailed understanding of performance calculation process and auditing procedures.
• Strong MS Office skills – Excel, PowerPoint etc
• VBA/SQL knowledge would be an added advantage.
• Good communication & Project management skills.
• Ability to meet close deadlines and strong problem-solving skills.

Education & Preferred Qualifications

• Bachelors/Master’s in Finance from a reputed college.
• Pursuing CFA/FRM/CIPM would be an advantage.

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.

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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