VP, Investment Performance & Analytics Leader

State Street

Irvine (CA)

On-site

USD 115,000 - 198,000

Full time

40 hours ago
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Benefits offered by this job

401K with company match
Comprehensive insurance coverage
Paid time off
Employee Assistance Program
Performance-based awards

Job summary

State Street seeks a Vice President to provide strategic leadership in investment analytics and oversee a team of analysts delivering timely, accurate data while mentoring staff.

You will drive client engagements, cover performance methodology, benchmark construction, reporting, and scenario analysis, and act as a SME for the Performance and Analytics suite. Lead cross-functional process improvements to elevate outcomes.

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, developing high-performing teams.
  • 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 with senior leads and analysts.
  • Lead client engagements—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 internal and external stakeholders to maximize efficiency.
  • Ensure client deliverables and performance metrics are met, maintaining documentation and adhering to risk and compliance standards.
  • Collaborate cross-functionally to identify and implement process improvements that elevate client satisfaction and operational effectiveness.

Skills

Leadership
Stakeholder management
Analytical thinking
Team leadership
Mentoring

Education

Bachelor’s degree in finance, economics, business, or related field
Advanced degree preferred

Job description

State Street seeks a Vice President to provide strategic leadership in investment analytics and oversee a team of analysts delivering timely, accurate data while mentoring staff.

You will drive client engagements, cover performance methodology, benchmark construction, reporting, and scenario analysis, and act as a SME for the Performance and Analytics suite. Lead cross-functional process improvements to elevate outcomes.

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