Investment Performance Analyst, Associate 2

CFA Institute; Pune District; On-site; INR 700,000 - 1,000,000; Full time

Job summary

State Street is seeking an Investment Performance Associate to deliver core performance measurement and attribution services across asset classes. You will ensure data accuracy and timely reporting while supporting client relationships and process improvements.

The role involves collaborating with global teams, delivering clear client communications, and contributing to a culture of risk excellence and continuous improvement. CFA/CIPM beneficial but not required.

Qualifications

• Strong numerical aptitude and attention to detail.
• Asset management experience preferred.
• Familiarity with performance measurement and GIPS principles.

Responsibilities

• Provide core performance measurement and attribution services.
• Ensure accuracy, integrity, and timely delivery of performance data.
• On-board new clients and manage projects.
• Deliver client communications with expert knowledge.
• Liaise with global teams and support clients and stakeholders.
• Support change management and a culture of risk excellence.

Skills

Excel

VBA

SQL

Analytical Thinking

Communication

Time Management

Continuous Improvement

Flexibility

Project Management

Client Communication

Education

Mathematics/Quantitative background

CFA or CIPM beneficial

Tools

Performance measurement platforms

Job description

Who we are looking for:

The Investment Performance Associate provides core performance measurement and attribution services supporting internal stakeholders and external clients. The role ensures accuracy, integrity, and timely delivery of investment performance data across asset classes, while contributing to operational excellence, client satisfaction, and continuous process improvement.

Why is this role important to us:

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities.

What you will be responsible for:

As an Investment Performance Analyst, you will have:

• Expert knowledge in Equity & Multi Asset & Fixed Income Performance & Attribution
• Project Management experience and on-boarding new clients
• Deliver Client Communications and interactions with use of expert knowledge
• Liaise with global teams and provide client & stakeholder support
• Good working knowledge of GIPS compliance
• Deliver timely change management solutions
• Support a 'Risk Excellence' culture within the business

What we value:

These skills will help you succeed in this role:

• Analytical Thinking - Strong numerical aptitude and attention to detail
• Communication - Ability to explain complex results clearly and concisely
• Time & Priority Management - Manages multiple deadlines in a fast-paced environment
• Continuous Improvement Mindset - Proactively identifies opportunities to enhance processes
• Flexibility - Willingness to support shift-based or regionally aligned work models

Education & Preferred Qualifications:

• Mathematical based subjects preferred
• Strong experience preferably within an Asset Management house
• CFA or CIPM Beneficial
• Performance measurement platforms are essential. Excel, VBA and SQL are key skills

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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