Performance & Analytics VP - Investment Strategy Leader

State Street; Sacramento (CA); On-site; USD 115,000 - 198,000; Full time

Benefits offered by this job

401K with company match

Medical, dental, vision insurance

Paid time off

Employee Assistance Program

Incentive compensation eligibility

Job summary

State Street in Sacramento seeks a Vice President to provide strategic leadership in investment analytics, overseeing a team of analysts and delivering timely client data with mentorship to elevate expertise in performance.

You will guide engagements, ensure accuracy, and promote best practices across performance methodologies while maintaining compliance and high client satisfaction.

Qualifications

• Bachelor’s degree in finance, economics, business, or related field.
• Minimum 10 years of experience in investment performance or analytics.
• At least 5 years of supervisory or management experience.
• Strong technical proficiency in investment reporting platforms, performance methodologies and data analysis tools.
• CFA or CIPM certification preferred.

Responsibilities

• Oversee complex client portfolios across all plan types, ensuring timely and accurate data delivery in collaboration with senior team leads and analysts.
• Lead client engagements—both virtual and in-person—covering performance methodology, benchmark construction, performance reporting, plan structures, and scenario analysis.
• Serve as a subject matter expert on the full Performance and Analytics product suite, identifying solutions and opportunities to enhance client outcomes.
• Champion client-facing technology, driving adoption and training for both internal and external stakeholders to maximize efficiency.
• Ensure client deliverables and performance metrics are met, maintaining documentation and adhering to risk and compliance standards. Develop and execute remediation plans as needed.
• Collaborate cross-functionally to identify and implement process improvements that elevate client satisfaction and operational effectiveness.

Skills

Relationship-building

Stakeholder management

Analytical thinking

Team leadership

Cross-functional collaboration

Communication skills

Education

Bachelor’s degree in finance/economics/business

Advanced degree preferred

Tools

Investment reporting platforms

Performance methodologies

Data analysis tools

Job description

State Street in Sacramento seeks a Vice President to provide strategic leadership in investment analytics, overseeing a team of analysts and delivering timely client data with mentorship to elevate expertise in performance.

You will guide engagements, ensure accuracy, and promote best practices across performance methodologies while maintaining compliance and high client satisfaction.