Performance Measurement Specialist

5 days ago

Toronto, Ontario, Canada State Street Full time
About the Role

We are seeking a highly skilled Performance Measurement Client Service Specialist to join our State Street team.

As a key member of our Performance and Analytics team, you will be responsible for collaborating with top asset managers and institutional organizations to deliver exceptional client service.

Job Description

The ideal candidate will possess 7+ years of experience in investment performance and analytics, with a strong understanding of complex investment transactions and structures.

You will lead client discussions on conference calls and visits, providing feedback on best practices compared to peer groups and other institutional clients.

Your expertise in interpreting large amounts of data and translating it into concise speaking points will be invaluable in this role.

Key Responsibilities
  • Direct ownership or shared responsibility for client satisfaction across clients of varying sizes and complexities
  • Lead client discussions on conference calls and visits encompassing performance methodology and calculations, reporting, and products
  • Provide feedback to clients on best practices compared to their peer groups and other institutional clients
  • Champion client-facing technology and make recommendations to maximize efficiencies. Train clients on the effective use of online tools
  • Collaborate with internal teams to ensure proper metrics are achieved and with a focus on continued process improvement
  • Communicate, manage, execute, monitor, and review change management
  • Contribute to the training, development, and oversight of junior team members where applicable
Requirements
  • BS/BA in accounting, finance, or economics-related area
  • 7+ years of Investment Performance and Analytics experience and/or solid knowledge of investment performance analysis
  • Ability to interpret large amounts of data and translate it into concise, easily understood speaking points
  • CFA/CIPM preferred
Compensation and Benefits

We offer a competitive salary range of $90,000 - $120,000 per year, depending on experience.

In addition to your base salary, you can expect comprehensive benefits, including medical care, insurance, and savings plans.

Our wealth of development programs and educational support will help you reach your full potential.

Why Join Us?

State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world.

From technology to product innovation, we're making our mark on the financial services industry.

We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.

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