Who we are looking for
The ideal applicant for this position has a stronginvestmentsfinance (analysis) background. Associates at this levelare responsible forclient service and management, supporting an investment analytics consultant, while acting as the primary contact for clientsregardingall aspects of their analytics services. Must be able to work independently with clients, build strong relationships through a solid understanding of their specific plan reporting requirements.
Why this role is important to us
The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions.From core custody, accounting, fund administration and shareholder recordkeeping,to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you willbe responsible for
As a Client ServiceAnalystyou will
Manage clients’ daily,monthlyand quarterly investment performance reporting.
Develop a value-added service model; develop specific knowledge of the clients’ needs,concernsand overall satisfaction.
Work with Clients to develop andmaintainthe reporting package (i.e.performance reports, attribution analysis, peer comparison universe reporting, quarterly board reports, investment analysisreviewand other services/products offered by SSIA).
Provide quality control checks on client performance reports includingmonitoringall changes (new funds, composites, benchmarks), review of custom calculations (overlay,benchmarksand alternative assets).
Support operations team and interact with investment managers to resolve returns differences and explain to clients accordingly.
Monitor client profitability, servicequalityand provide documentation onscopeof services.
Work directly with senior manager on marketing presentations,RFP’sand sales calls.
Identifycross-selling opportunities within your client set and work with manager to execute sales.
Prepare quarterly board/investment committee reports which provide a summary of plan performance for a specified period.
Must be technically savvy, able to train clients on theon-linesystem, andparticipatein business development and implementation.
What we value
These skills will help you succeed in this role
Excellent client service, relationship building/management, and communication skills.
Superior relationship skills withabilityto effectivelycommunicate toand influence senior level staff.
Proven ability to manage large/complex projects from end to end.
Ability to successfully work across organizations and foster collaboration.
Team player that creates an enthusiastic environment for continued learning
Excellent organization and task management skills.
Education & Preferred Qualifications
Bachelor’s degree in abusiness relatedfield, preferably finance or accounting.
At least 5 years of industry experience, including client relationship development.
CFA and/or CIPM preferred.
Strong communicationand presentation skills, with a demonstrated ability to develop relationships inside and outside of an organization.
Additionalrequirements
Ability to travel asrequired; minor overnight travel.
Flexible working hoursalsorequired due to global footprint and regional coverage.
Salary Range:
$70,000 - $130,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
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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At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.
With over 200 years of global financial leadership, we equip institutional investors through a comprehensive suite of capabilities:
Investment Services: Integrated front-to-back solutions across custody, accounting, and operations.
Investment Management: Index and active strategies from one of the world’s largest asset managers.
Markets: Multi-asset trading, FX solutions, and data-driven research to enhance portfolio value.
Who We Are
• 50,000+ employees worldwide
• Active in 100+ markets
• #1 in ETF servicing
What You’ll Find Here
• Executive perspectives and thought leadership
• Timely market commentary and macro insights
• Our views on investment operations, ETFs, private markets, and digital finance
• Stories reflecting our culture, values and commitment to diversity and inclusion
