Investment Performance & Analytics Client Services Lead

State Street Corp; City of Edinburgh; Presencial; GBP 60.000 - 90.000; Jornada completa

Descripción de la vacante

State Street Corp in Edinburgh is looking for a Performance & Analytics Client Service Specialist (OFF) to lead delivery and operational oversight of investment performance, attribution, and analytics for a portfolio of clients. You will handle complex enquiries, coordinate resolutions across teams, and monitor service against SLAs.

You will work with Relationship Management, Product, Technology and Delivery teams, review reports, support onboarding, and promote risk controls.

Formación

• 4+ years of relevant experience in performance analytics, investment operations, client servicing, or a related financial services environment.
• Strong knowledge of investment performance measurement, attribution, and analytics services.
• Strong understanding of investment operations, client servicing, governance, and operational risk and control frameworks.
• Experience independently investigating complex client enquiries or operational issues and coordinating resolution across relevant teams.
• Experience monitoring service delivery, reviewing reporting, and identifying actions to address service issues or improve client outcomes.
• Strong written and verbal communication skills, with the ability to explain technical issues clearly and engage effectively with clients and internal stakeholders.

Responsabilidades

• Coordinate and oversee the delivery of Performance & Analytics services for assigned clients in accordance with agreed service level agreements, operating procedures, and client requirements.
• Take ownership of complex client enquiries and service issues, applying knowledge of investment performance measurement, attribution, and analytics to coordinate investigation and timely resolution.
• Act as a point of escalation for issues within assigned responsibilities, assessing client and operational impact and escalating material matters to the appropriate lead.
• Monitor service performance against agreed standards and key performance indicators, coordinating actions with relevant teams to address exceptions, delays, and recurring issues.
• Review client service reporting and supporting analyses for accuracy and completeness, ensuring that updates clearly explain issues, impacts, and proposed resolutions.
• Represent Performance & Analytics in client meetings, service reviews and due diligence activities, presenting service performance, issues, risks and remediation actions as appropriate.
• Develop and maintain effective relationships with clients, Relationship Management, Product, Technology, Change, and Delivery teams to support service delivery and client requirements.
• Coordinate assigned client servicing activities for onboarding, implementation, and service changes, tracking dependencies and escalating issues affecting delivery.
• Provide day to day operational and technical guidance, acting as an escalation point for complex service matters and promoting consistent standards across the team.

Conocimientos

Investment analytics

Client servicing

Governance & risk

Communication

Problem solving

Educación

Bachelor's degree in finance or related

Descripción del empleo

State Street Corp in Edinburgh is looking for a Performance & Analytics Client Service Specialist (OFF) to lead delivery and operational oversight of investment performance, attribution, and analytics for a portfolio of clients. You will handle complex enquiries, coordinate resolutions across teams, and monitor service against SLAs.

You will work with Relationship Management, Product, Technology and Delivery teams, review reports, support onboarding, and promote risk controls.