Level

State Street

Investment Performance Analyst, Associate 2

State Street is hiring an Investment Performance Analyst, Associate 2. Level rates it ; you can apply on Level.

AI in this role

Investment Performance Analyst responsible for core performance measurement, attribution services, and timely delivery of data across asset classes.

excelvbasql
performance-measurementattributiongipsdata-analysisproject-management

Who we are looking for:

The Investment Performance Associate provides core performance measurement and attribution services supporting internal stakeholders and external clients. The role ensures accuracy, integrity, and timely delivery of investment performance data across asset classes, while contributing to operational excellence, client satisfaction, and continuous process improvement.

Why is this role 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 Investment Performance Analyst, you will have:

  • Expert knowledge in Equity & Multi Asset & Fixed Income Performance & Attribution

  • Project Management experience and on-boarding new clients

  • Deliver Client Communications and interactions with use of expert knowledge

  • Liaise with global teams and provide client & stakeholder support

  • Good working knowledge of GIPS compliance

  • Deliver timely change management solutions

  • Support a ‘Risk Excellence’ culture within the business

What we value:

These skills will help you succeed in this role:

  • Analytical Thinking – Strong numerical aptitude and attention to detail

  • Communication – Ability to explain complex results clearly and concisely

  • Time & Priority Management – Manages multiple deadlines in a fast‑paced environment

  • Continuous Improvement Mindset – Proactively identifies opportunities to enhance processes

  • Flexibility – Willingness to support shift‑based or regionally aligned work models

Education & Preferred Qualifications:

  • Mathematical based subjects preferred

  • Strong experience preferably within an Asset Management house

  • CFA or CIPM Beneficial

  • Performance measurement platforms are essential. Excel, VBA and SQL are key skills


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.


Discover more information on jobs at StateStreet.com/careers


Read our CEO Statement

How we rate this

Investment Performance Analyst, Associate 2 at State Street rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Open the description and count.

Prepare for this job

A free preview built only from this posting: what it asks for, what you could be asked in an interview, and how to adjust your resume.

Skills and AI tools this role asks for

Performance MeasurementAttributionGipsData AnalysisProject ManagementExcelVbaSQL

Questions you could be asked

  1. Tell me about a project where performance measurement was part of your work. What did you do?
  2. Tell me about a project where attribution was part of your work. What did you do?
  3. Tell me about a project where gips was part of your work. What did you do?
  4. Tell me about a project where data analysis was part of your work. What did you do?
  5. Tell me about a project where project management was part of your work. What did you do?

Adapt your resume

  • List these exact terms on your resume: Performance Measurement, Attribution, Gips, Data Analysis, and Project Management. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them — a tool named with nothing behind it rarely survives a human read.

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