State Street Corporation

Investment Performance Analysis, Assistant Vice President

State Street Corporation • $70K — $130K *
Sacramento, CA 95823In-Person
Finance & Insurance
5 - 7 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in finance or accounting preferred.
  • 5+ years of experience in investment analysis and client relationship development.
  • CFA and/or CIPM designation preferred.
  • Strong communication and presentation skills.
  • Proven experience managing large and complex projects.

Responsibilities

  • Manage daily, monthly, and quarterly client investment performance reporting.
  • Develop a value-added service model based on client needs and satisfaction.
  • Work with clients to create and maintain comprehensive reporting packages.
  • Conduct quality control checks on client performance reports.
  • Coordinate with operations and investment managers to resolve discrepancies.
  • Monitor client profitability and service quality documentation.
  • Support marketing presentations, RFPs, and sales initiatives.

Benefits

  • 401K retirement savings plan with company match.
  • Comprehensive insurance coverage (medical, dental, vision, life).
  • Paid time off including vacation and sick leave.
  • Access to an Employee Assistance Program.
  • Eligibility for annual performance-based awards.
Full Job Description

Who we are looking for

The ideal applicant for this position has a stronginvestments/finance (analysis) background. Associates at this levelare responsible forclient service and management, supporting an investment analytics consultant, while acting as the primary contact for clientsregardingall aspects of their analytics services. Must be able to work independently with clients, build strong relationships through a solid understanding of their specific plan reporting requirements.

What you willbe responsible for

As a Client ServiceAnalystyou will

  • Manage clients9daily,monthlyand quarterly investment performance reporting.

  • Develop a value-added service model; develop specific knowledge of the clients9needs,concernsand overall satisfaction.

  • Work with Clients to develop andmaintainthe reporting package (i.e.performance reports, attribution analysis, peer comparison universe reporting, quarterly board reports, investment analysisreviewand other services/products offered by SSIA).

  • Provide quality control checks on client performance reports includingmonitoringall changes (new funds, composites, benchmarks), review of custom calculations (overlay,benchmarksand alternative assets).

  • Support operations team and interact with investment managers to resolve returns differences and explain to clients accordingly.

  • Monitor client profitability, servicequalityand provide documentation onscopeof services.

  • Work directly with senior manager on marketing presentations,RFP9sand sales calls.

  • Identifycross-selling opportunities within your client set and work with manager to execute sales.

  • Prepare quarterly board/investment committee reports which provide a summary of plan performance for a specified period.

  • Must be technically savvy, able to train clients on theon-linesystem, andparticipatein business development and implementation.

What we value

These skills will help you succeed in this role

  • Excellent client service, relationship building/management, and communication skills.

  • Superior relationship skills withabilityto effectivelycommunicate toand influence senior level staff.

  • Proven ability to manage large/complex projects from end to end.

  • Ability to successfully work across organizations and foster collaboration.

  • Team player that creates an enthusiastic environment for continued learning

  • Excellent organization and task management skills.

Education & Preferred Qualifications

  • Bachelor9s degree in abusiness relatedfield, preferably finance or accounting.

  • At least 5 years of industry experience, including client relationship development.

  • CFA and/or CIPM preferred.

  • Strong communicationand presentation skills, with a demonstrated ability to develop relationships inside and outside of an organization.

Additionalrequirements

  • Ability to travel asrequired; minor overnight travel.

  • Flexible working hoursalsorequired due to global footprint and regional coverage.

Salary Range:

$70,000 - $130,000 Annual

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.

Employees are eligible to participate in State Street9s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit .

About State Street Corporation

State Street Corporation Careers

Join the dynamic team at State Street Corporation, a leading financial services provider known for its commitment to innovation, leadership, and professional growth. As a global powerhouse in investment management and servicing, we offer unparalleled job opportunities that propel your career to new heights.

Work You’ll Do

At State Street Corporation, you’ll be part of a culture that values diversity, leadership, and continuous professional development. Engage in work that transforms the financial landscape and helps our clients achieve their investment goals. Our team at State Street is at the forefront of combining industry expertise with cutting-edge technology to deliver exceptional service and results.

Explore Our Job Opportunities

Whether you’re looking for an entry-level position or a senior role, State Street Corporation offers a range of career paths in areas such as asset management, data analytics, finance, and technology. Our hiring process is designed to identify and nurture talent, focusing on your skills and potential. Prepare your resume, ace the interview, and join a team that’s committed to your career growth.

Internship Programs

Kickstart your career with a State Street internship. Our programs provide hands-on experience, networking opportunities, and professional mentoring in a real-world setting. Interns at State Street gain valuable insights and skills that make them competitive candidates for full-time positions within our company.

Benefits and Growth

State Street Corporation is dedicated to the growth and well-being of our employees. We offer a comprehensive benefits package that supports both your professional and personal life. From advanced career training and leadership development programs to health and wellness benefits, we ensure that our team members have the resources they need to succeed.

Inclusive Culture and Diversity

We pride ourselves on fostering an inclusive environment where every employee can thrive. Diversity is not just embraced; it’s celebrated. At State Street, you’ll work alongside a diverse group of professionals who bring a wide range of perspectives and ideas to the table. Our diversity training programs are designed to enhance collaboration and innovation across our global team.

Stay Connected

Join Our Team Discover the career you’ve always wanted by exploring the job opportunities at State Street Corporation. We look for driven, curious, and innovative team players who are ready to make an impact. Search State Street jobs now and find the position that best matches your skills and interests. Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. Our careers blog provides you with the latest trends, tools, and advice to keep you ahead in your professional journey.

Job Alert Emails

Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at State Street Corporation, where your career development is our priority. Join State Street Corporation and be part of a team that values innovation, leadership, and a commitment to excellence. Your future in the financial services industry starts here.
Learn more about State Street Corporation
Size
39,335 employees
Market Cap
$28.4 billion
Industry
Finance & Insurance
Net Income
$2.4 billion
Founded
1792
5 Year Trend
-4.9%
NASDAQ
STT
* Ladders Estimates

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