Performance Measurement Specialist

3 weeks ago

Toronto, Ontario, Canada State Street Full time

About the Role

We are seeking a skilled Performance Measurement Client Service Specialist – Officer to join our team at State Street. As a key member of our Performance and Analytics team, you will collaborate with top asset managers and institutional organizations to deliver exceptional client service and support.

Key Responsibilities

  • Provide 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.
  • Offer 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, training clients on the effective use of online tools.
  • Collaborate with internal teams to ensure proper metrics are achieved and 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 into concise, easily understood speaking points.
  • CFA/CIPM preferred.

About State Street

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. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.

What We Offer

We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance, and savings plans among other perks. You'll have access to flexible work programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity, and Social Responsibility

We truly believe our employees' diverse backgrounds, experiences, and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity, and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs, and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

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