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Investment Performance Analysis - Associate 2

Company: State Street
Location: Quincy
Posted on: March 26, 2020

Job Description:

Responsibilities Include:

  • Preparation of scheduled and ad-hoc investment performance and underlying investment exposure reporting for review by Sr. Associates and Officers
  • Perform ongoing quality control checks for review by Sr. Associates and Officers to ensure data integrity
  • Work closely with our data collection team to research and resolve issues in a timely manner
  • Work with our clients' investment managers to collect outstanding financial information
  • Provide assistance to management on new client conversions, systems conversions, and special projects as needed

    Qualifications:
    • BA/BS in finance, accounting, or a related discipline is required
    • 1-3 years of related experience required
    • Private Equity/Alternative Investments exposure is a plus
    • Strong organizational, interpersonal and service-oriented skills required
    • Strong written and verbal communication skills
    • Ability to work in a team-based environment

      Additional Skills Include:
      • Ability to work in various wed-based applications, MS Excel, and MS Access
      • Strong analytical skills, detail oriented, work independently and collaboratively
      • Strong verbal and written communications skills and have the ability to handle multiple priorities

        Alternative Investment Solutions:

        State Street's Alternative Investment Solutions group provides a complete suite of services to more than 750 clients, including institutional investors, hedge fund managers, private equity fund managers and real estate fund managers. We offer deep, product-specific expertise in alternative investments.

Keywords: State Street, Quincy , Investment Performance Analysis - Associate 2, Other , Quincy, Massachusetts

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