Performance & Analytics Client Services Lead

State Street; City of Edinburgh; Presencial; GBP 90.000 - 120.000; Jornada completa

Descripción de la vacante

State Street is seeking a Performance & Analytics Client Service Specialist to lead and oversee investment performance, attribution, and analytics for a portfolio of clients in Edinburgh. You will work with Relationship Management, Product, Technology, Change and Delivery teams to review reporting, support governance activities and onboarding, and provide guidance to junior colleagues.

You will promote risk controls, adhere to procedures, and identify opportunities to improve processes using

Formación

• 4+ years of 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.

Responsabilidades

• Coordinate and oversee the delivery of Performance & Analytics services for assigned clients in accordance with service level agreements and client requirements.
• Take ownership of complex client enquiries and service issues, guiding investigation and timely resolution.
• Act as escalation point for issues, assessing impact and escalating material matters.
• Monitor service performance against standards and KPIs, coordinating actions to address issues.
• Review client service reporting for accuracy and clear explanations of issues and resolutions.
• Represent Performance & Analytics in client meetings and governance activities, presenting performance, issues, risks and remediation actions.
• Develop relationships with clients and internal teams to support service delivery.
• Coordinate onboarding, implementation, and service changes, tracking dependencies and escalations.
• Provide day-to-day operational and technical guidance to colleagues.

Conocimientos

Performance analytics

Investment operations

Client servicing

Governance & risk

Analytical thinking

Educación

Bachelor's degree in finance or related

Herramientas

Performance analytics platforms

Reporting tools

Descripción del empleo

State Street is seeking a Performance & Analytics Client Service Specialist to lead and oversee investment performance, attribution, and analytics for a portfolio of clients in Edinburgh. You will work with Relationship Management, Product, Technology, Change and Delivery teams to review reporting, support governance activities and onboarding, and provide guidance to junior colleagues.

You will promote risk controls, adhere to procedures, and identify opportunities to improve processes using