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State Street

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Investment Performance Analysis, AVP

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Description

Who we are looking for:

We are seeking a dynamic and experienced client-facing Investment Analytics (IA) Manager to work in our regional IA team based in Beijing. The ideal candidate will have a strong technical background, excellent communication skills, and a passion for solving complex problems.

Investment Analytics is a specialized service that provides in-depth analysis of investment data, mandate guidelines, market trends, and performance metrics. By leveraging advanced techniques, we support portfolio management decision-making and help clients meet their reporting obligations to investors and regulators. This includes assessing risk, return, asset allocation, market conditions, and compliance with investment mandates.

Our team of subject matter experts offers comprehensive support across Performance, Attribution, Risk, and Mandate Compliance, empowering clients to make informed investment decisions, manage risk effectively, and maintain transparency. Working closely with our operational hubs, we ensure a seamless client experience with strong governance and oversight.

What you will be responsible for:

As an IA Client Manager you will be required to:

· IA client owner and the first escalation point for your clients

· Detailed understanding of your client’s IA requirements and what they value and why

· Build trusted relationships using proactive communication and expectation management

· Collaborate with Operations Hubs and global IA colleagues

· Provide strong governance and client support via our Client Service Process (CSP)

· Work closely with internal teams (Operations & Product) to ensure your client needs are met

· Provide feedback to product development team based on client interactions and experiences

· Deliver value to our clients through insights and consulting on value-add solutions

· Oversee the implementation of solutions, ensuring they meet client specifications

· Build and communicate your knowledge of the local market

What we value:

The following skills will help you succeed in this role:

· Team first mindset

· Motivation to build a career in Investment Analytics

· Strong mathematics and analytical skills

· Interest and strong understanding of financial markets and products

· Ability to pick up unfamiliar / complex topics

· Strong interpersonal skills with a positive, solution-oriented attitude

Education & Preferred Qualifications:

· University degree qualification

· Post graduate degree or studying towards CFA® and/or CIPM® an advantage

· Staff management experience an advantage

· Exposure to team based activities

Experience Guidelines:

7+ years’ related industry experience, with direct analytics and client exposure from the following:

· Interpreting and articulating investment performance, attribution and ex-post risk results for portfolios

· Understanding of investment data requirements to produce accurate analytics results

· Understanding of monitoring investment restrictions for portfolios

· Interpret mandate, prospectus, regulatory and or other in-house investment guidelines

· Client service experience with institutional clients

· Managing and executing projects

Why us?

Our Investment Analytics team offers you incredible development and growth opportunities:

1. Exposure to some of the world’s largest and most sophisticated financial institutions across industry segments

2. Dedicated learning and development programs to support your growth across a very broad set of leading-edge analytics

3. Develop sought after specialized client facing expertise

4. Team culture of learning and growth

Transparent and consistent expectations for success using our Playbook


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.


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