Investment Performance Analysis, Associate 2

Job Description

Role Overview

The Associate II will provide operational Investment Analytics function. The role involves ensuring the delivery of accurate and timely data and reporting, maintaining MIS and SLA standards, supporting internal and client-driven requests, and contributing to process improvement, change management, and project initiatives. The position requires strong collaboration with internal teams, external partners, and clients.

Key Responsibilities

Development through job rotation and continuous learning—both formal and informal—is a core aspect of the team environment. Key responsibilities include:

• Deliver accurate and timely operational and analytical data from internal and third‑party systems on a monthly and quarterly basis for Equity, Fixed Income, and Balanced portfolios.
• Support ad‑hoc data and reporting requests across multiple clients as required.
• Maintain effective working relationships with operation teams and engage directly with clients through regular communication and coordination.
• Contribute positively to team performance by promoting collaboration and shared ownership.
• Actively participate in the Investment Analytics Change Management process, ensuring all client‑driven and operational changes are appropriately logged, reviewed, and implemented.
• Liaise with the Change team to resolve information gaps, highlight issues, and ensure responses are provided within agreed SLA timelines.
• Allocate and monitor change requests across the Investment Analytics team to ensure timely completion.
• Provide oversight of Joint Venture (JV) activities through regular communication and monitoring of daily, weekly, and monthly deliverables, ensuring adherence to SLA and KPI requirements.
• Escalate issues where required and participate in regular governance discussions with JV stakeholders.
• Provide day‑to‑day operational support to ensure all client deadlines and service commitments are met.
• Review existing procedures and implement enhancements to improve reporting accuracy, efficiency, and communication.
• Support and maintain oversight of new client onboarding and other project‑related initiatives.

Decision‑Making Authority

Key Stakeholders

Marketing, Fund Managers, Company Secretaries, Operations, IT, Senior Management, StatPro, Anova,

Accountability

No financial accountability.

Managerial Responsibilities

None.

Person Specification

Required Skills and Competencies

• Proficiency in PC applications; basic Excel skills required (advanced skills advantageous)
• Strong numerical aptitude and attention to detail
• Proactive, self‑motivated, and results‑oriented
• Effective written and verbal communication skills

Qualifications

• Degree or equivalent qualification; preference for a numerically focused discipline
• BCom, BBA, MBA, or CFA qualification considered an advantage

Experience

• Internship or prior experience within an asset management or investment‑related environment is desirable

Behavioural Attributes

• Flexible and adaptable working style
• Strong interpersonal and communication skills
• Ability to manage deadlines and stakeholder expectations
• Global mindset and ability to work across regions and teams

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.

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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

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