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 and directly service investment staff on their performance product suite.   You will engage with client and other State Street teams to define ongoing plan structure changes, review and interpret results and optimize the use of online data tools.  You will add value through client level data reviews and proactively make recommendations on best practices and policies to ensure acceptable industry practices and minimal risk.  

What you will be responsible for

Direct ownership or shared responsibility for client satisfaction across plans of varying sizes and complexities

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

Provide feedback to clients on best practices compared to their peer groups and other institutional clients

Value add review in the client reporting and data cycle

Champion client facing technology and make recommendations to maximize efficiencies.  Train clients on the online tools.

Collaborate with internal teams to ensure proper metrics are achieved and put remediation plans into place to make necessary improvements.

Communicate, manage, execute, monitor and review change management (new funds-aggregations-indices-investment structure, etc.).

Education & Required Qualifications

BS/BA in accounting, finance or economics related area

7+ years of Investment Performance and Analytics experience and / or solid knowledge of investment performance analysis

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

CFA / CIPM preferred

Additional requirements

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

Superior client service skills; ability to own day to day management of client experience and engage with senior level staff

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

Some travel may be 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/career

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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