Investment Performance Analyst

1 month ago

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

We are seeking a highly skilled and experienced Investment Performance Analyst to join our team at State Street. As a key member of our Securities Valuation team, you will be responsible for managing the valuation of investments and funds managed by Canada, ensuring that our clients receive accurate and timely information.

Key Responsibilities

  • Manage the valuation of investments and funds, including ABOR, IBOR, Custody, Asset Owners, and regulatory reporting support.
  • Work closely with the team to conduct periodic business reviews, identifying and managing risks, and taking appropriate remedial action.
  • Develop and implement solutions to overcome roadblocks and improve processes.
  • Communicate effectively with stakeholders, including senior management and clients.
  • Support diversity and inclusion initiatives, promoting a diverse and inclusive work environment.
  • Report regularly to senior management and participate in executive meetings.
  • Establish and monitor systems of control, limits of delegation, and escalation procedures to ensure compliance with internal policies and external regulations.
  • Manage the activities of individual contributors, supervisors, and outsourced functions, ensuring accountability for results.
  • Monitor projects to ensure completion on schedule and within budget.
  • Establish and oversee the development of a risk culture within the business, ensuring business line accountability for risk management.

Requirements

  • Competent to Expert with a minimum of a Bachelor's degree or equivalent work experience in Finance or a related field.
  • 8-10 years of related experience, including previous experience managing staff.
  • Proficiency in the use of Excel, Access, and Macros preferred.
  • Understanding of financial instruments and capital markets preferred.

About State Street

State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients. We believe in the importance of diversity, inclusion, and social responsibility, and we are committed to creating an inclusive environment where everyone can thrive and reach their maximum potential.

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