Performance and Analytics, Vice President

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

As a Vice President, you will provide strategic leadership and oversight in investment analytics, driving best practices and minimizing risk through thought leadership and process excellence. You will lead a team of analysts, ensuring timely and accurate data delivery while mentoring and developing their expertise in investment performance.

Key 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 For Success

• Proven ability to manage and resolve complex communications and reporting deliverables in a fast-paced environment.
• Exceptional relationship-building and communication skills, with the ability to influence senior stakeholders.
• Strong analytical thinking to understand the root causes of client inquiries and drive efficient resolution.
• Demonstrated success in cross-functional collaboration and team leadership.
• Commitment to fostering a learning-oriented, enthusiastic team culture.

Qualifications

• Bachelor’s degree in finance, economics, business, or a related field; advanced degree preferred.
• Minimum 10 years of experience in investment performance or analytics.
• At least 5 years of supervisory or management experience, with a track record of developing high-performing teams.
• Strong technical proficiency in investment reporting platforms, performance methodologies and data analysis tools.
• CFA or CIPM certification preferred.

Salary Range

$115,000 - $197,500 Annual

Employees are eligible to participate in State Street's 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 https://hrportal.ehr.com/statestreet/Home.

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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It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job ID: R-797995