Associate 2 - Investment Performance Analysis

State Street

0 - 3 years

Pune

Posted: 05/02/2025

Job Description

State Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors, including investment servicing, investment management and investment research and trading. With $33.99 trillion in assets under custody and administration and $2.81 trillion* in assets under management as of September 30, 2018, State Street operates in more than 100 geographic markets worldwide, including the US, Canada, Europe, the Middle East and Asia. For more information, visit State Street’s website at www.statestreet.com.

*This figure is presented as of September 30, 2018 and includes approximately $28 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.

Overall purpose of the role:

  • Provide Operation / Oversight Services within IMS Investment Analytics
  • Management Information Statistic (MIS) and Service Level Agreement (SLA) maintenance
  • Produce accurate and timely data
  • Assists where necessary to produce ad-hoc data for other Departments
  • Maintain strong internal / external relations
  • Help drive team forward and promote team working
  • Project work, including on-boarding new clients, new systems and liaising with multiple stakeholders

Key Tasks and Responsibilities:

Job rotation and career enhancement (formal and informal training) is also a part of the ethos within the team environment.  These include:

  • Produce accurate and timely operational data, from in house and 3rd party systems, on a monthly/quarterly basis for Equities, Fixed and Balanced clients.
  • Assist where necessary to produce ad-hoc request for multiple clients
  • Maintain strong relations with various areas of IMS and with the client directly via regular consultations and correspondence.
  • Help drive team forward and promote team-working
  • Provide daily support to the Operations team. Ensuring all client timetabled deadlines are met and all ad-hoc queries are completed in a timely manner. Regularly review procedures and implement changes to improve the reporting and communication process. Contribute to driving any new client onboarding Projects forward and maintain oversight.

Overall skills required:

PC Skills : Excel skills Basic / advantage

Educational Level/professional qualifications (minimum requirement):

Degree or equivalent – mathematical related subject preferred

An aptitude for mathematical information

Initiative and Drive

PC Literate

BCom, BBA, MBA or CFA an advantage

Years/breadth of experience:

1-3 yrs work experience within an asset management company would be beneficial

State Street's Speak Up Line

About Company

State Street Corporation is a leading global financial services company headquartered in Boston, Massachusetts. Founded in 1792, State Street is one of the oldest financial institutions in the United States. It specializes in investment servicing, investment management, and investment research and trading for institutional clients.

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