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Investment Performance Analysis, Assistant Vice President
State Street —Sacramento, CA
Work with Clients to develop and maintain the reporting package ( i.e. performance reports, attribution analysis, peer comparison universe reporting, quarterly…
$70,000 - $130,000 a year
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Investment Performance Analysis, Assistant Vice President

State Street -
Sacramento, CA

Apply Now

Job Details

Full-time
$70,000 - $130,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Flexible schedule
Life insurance

Qualifications

Business development management
Record keeping
Investment advisory support
Financial sales
Sales proposal development
Customer relationship building
Portfolio performance analysis
Investment performance monitoring
Business development within consulting
5 years
Bachelor's degree in finance
Bachelor's degree in business
Performance Reporting
Investment reports
Financial performance report preparation
Quality control audit
Finance
Managing clients in a customer support role
Sales presentations
Cross-selling
Analysis skills
Bachelor's degree
Investment client management
Project task coordination
Organizational skills
Business development within finance
Profitability analysis
Client growth strategy
Request for proposal
Bachelor's degree in accounting

Full Job Description

Who we are looking for

The ideal applicant for this position has a strong investments /finance (analysis) background. Associates at this level are responsible for client service and management, supporting an investment analytics consultant, while acting as the primary contact for clients regarding all 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 will be responsible for

As a Client Service Analyst you will

Manage clients’ daily, monthly and quarterly investment performance reporting.

Develop a value-added service model; develop specific knowledge of the clients’ needs, concerns and overall satisfaction.

Work with Clients to develop and maintain the reporting package ( i.e. performance reports, attribution analysis, peer comparison universe reporting, quarterly board reports, investment analysis review and other services/products offered by SSIA).

Provide quality control checks on client performance reports including monitoring all changes (new funds, composites, benchmarks), review of custom calculations (overlay, benchmarks and alternative assets).

Support operations team and interact with investment managers to resolve returns differences and explain to clients accordingly.

Monitor client profitability, service quality and provide documentation on scope of services.

Work directly with senior manager on marketing presentations, RFP’s and sales calls.

Identify cross-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 the on-line system, and participate in 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 with ability to effectively communicate to and 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 a business related field, preferably finance or accounting.

At least 5 years of industry experience, including client relationship development.

CFA and/or CIPM preferred.

Strong communication and presentation skills, with a demonstrated ability to develop relationships inside and outside of an organization.

Additional requirements

Ability to travel as required ; minor overnight travel.

Flexible working hours also required 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 .

About State Street

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.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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assistant vice president jobs in sacramento, ca

Investment Performance Analysis, Assistant Vice President

Client Manager, AVP Investment Trading - Charles River Development

Oracle Generative AI Associate Vice President

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