Talent.com
This job offer is not available in your country.
Investment Performance Analysis, Officer

Investment Performance Analysis, Officer

State Street CorporationSydney, NSW, AU
11 days ago
Job description

Investment Performance Analysis, Officer

Who we are looking for :

We are seeking a dynamic and experienced client-facing Investment Analytics (IA) Specialist to work in our regional IA team based in Location. The ideal candidate will have a strong technical background, excellent communication skills, and a passion for solving complex problems.

Investment Analytics is a specialized service that provides in-depth analysis of investment data, mandate guidelines, market trends, and performance metrics. By leveraging advanced techniques, we support portfolio management decision-making and help clients meet their reporting obligations to investors and regulators. This includes assessing risk, return, asset allocation, market conditions, and compliance with investment mandates.

Our team of subject matter experts offers comprehensive support across Performance, Attribution, Risk, and Mandate Compliance, empowering clients to make informed investment decisions, manage risk effectively, and maintain transparency. Working closely with our operational hubs, we ensure a seamless client experience with strong governance and oversight.

Our Investment Analytics team offers you incredible development and growth opportunities :

Exposure to some of the world’s largest and most sophisticated financial institutions across industry segments. Dedicated learning and development programs to support your growth across a very broad set of leading-edge analytics Develop sought after specialized client facing expertise. Team culture of learning and growth Transparent and consistent expectations for success using our Playbook.

What you will be responsible for :

As an IA Specialist you will be required to :

  • Serve as the primary technical point of contact for clients
  • Understand your client’s IA requirements and what they value
  • Build trusted relationships using proactive communication and expectation management
  • Provide strong governance and client support via our Client Service Process (CSP)
  • Work closely with internal teams (Operations & Product) to ensure client needs are met
  • Provide feedback to product development team based on client interactions and experiences
  • Deliver value to our clients through insights and consulting on value-add solutions
  • Oversee the implementation of solutions, ensuring they meet client specifications
  • Build and communicate your knowledge of the local market

What we value :

The following skills will help you succeed in this role :

  • Team first mindset
  • Motivation to build a career in Investment Analytics
  • Strong mathematics and analytical skills
  • Interest and understanding of financial markets and products
  • Ability to pick up unfamiliar / complex topics
  • Strong interpersonal skills with a positive, solution-oriented attitude
  • Education & Preferred Qualifications :

  • University degree qualification
  • Post graduate degree or studying towards CFA® and / or CIPM® an advantage
  • Exposure to team based activities
  • Experience Guidelines :

    4+ years’ related industry experience, with some direct analytics and client exposure from the following :

  • Interpreting and articulating investment performance, attribution and ex-post risk results for portfolios
  • Understanding of investment data requirements to produce accurate analytics results
  • Understanding of monitoring investment restrictions for portfolios
  • Interpret mandate, prospectus, regulatory and or other in-house investment guidelines
  • Client service experience with institutional clients an advantage
  • Create a job alert for this search

    Performance Officer • Sydney, NSW, AU

    Related jobs
    Investment Performance Analysis, Officer

    Investment Performance Analysis, Officer

    State Street Global AdvisorsSydney, NSW, AU
    Investment Performance Analysis, Officer.We are seeking a dynamic and experienced client-facing Investment Analytics (IA) Specialist to work in our regional IA team based in Location.The ideal cand...Show moreLast updated: 11 days ago
    Analyst, Investment Performance

    Analyst, Investment Performance

    AMPSydney, Australia
    Analyst, Investment Performance.If you live in Australia or New Zealand, you've likely heard of AMP.But at a time when society is changing, we are too. We're now a nimbler business with new leadersh...Show moreLast updated: 18 days ago
    Senior Analyst Investment Performance

    Senior Analyst Investment Performance

    Ethos BeathChapmanSydney
    Location Sydney Salary $150000 - $170000 per annum Job Type Ref BH-184532 Contact Contact email Posted 14 days ago My client is seeking a highly analytical and motivated Investment Performance spec...Show moreLast updated: 18 days ago
    • Promoted
    Data Analyst (Performance Reporting & Analysis)

    Data Analyst (Performance Reporting & Analysis)

    Nsw Rural Fire ServiceSydney, Australia
    Data Analyst (Performance Reporting and Analysis) • •.Full time role & 35 hour working week.Attractive annual salary $115,109 - $127,411 p. Location : Sydney Olympic Park (flexible working arrangements...Show moreLast updated: 7 days ago
    Investment Performance Analysis, Officer

    Investment Performance Analysis, Officer

    State StreetSydney, Australia
    Investment Performance Analysis, Officer.A dynamic and experienced client-facing Investment Analytics (IA) Specialist covering investment performance, attribution, and mandate compliance.This role ...Show moreLast updated: 11 days ago
    • Promoted
    Financial Performance & Analysis Analyst

    Financial Performance & Analysis Analyst

    Cleanaway Waste ManagementSydney, New South Wales, Australia
    Financial Performance & Analysis Analyst.Direct message the job poster from Cleanaway Waste Management.Talent Acquisition Specialist | Strategic Sourcing | Talent Attraction | Candidate Experience....Show moreLast updated: 2 days ago
    • Promoted
    Financial Performance & Analysis Manager

    Financial Performance & Analysis Manager

    Nsw Department Of Customer ServiceSydney, Australia
    Financial Performance & Analysis ManagerJoin to apply for the Financial Performance & Analysis Manager role at NSW Department of Customer ServiceFinancial Performance & Analysis Manager1 day ago Be...Show moreLast updated: 30+ days ago
    Investment Operations Officer

    Investment Operations Officer

    RestSydney, Australia
    Established in 1988 Rest is one of Australias largest profittomember superannuation funds.We support nearly two million members with around $75 billion of funds under management and are recognised ...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Administration Officer - Rebates

    Investment Administration Officer - Rebates

    Hub24 GroupSydney, Australia
    HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions.At HUB24, we know the smartest investments start with our people.We are innovative and amb...Show moreLast updated: 3 days ago
    • Promoted
    Performance & Reporting Officer

    Performance & Reporting Officer

    BgisSydney, Australia
    Close to public transport options.BGIS - global leader in facility management is currently experiencing strong company growth and require a Performance & Reporting Administrator to join our team.Us...Show moreLast updated: 1 day ago
    • Promoted
    Investment Performance Analysis, Officer

    Investment Performance Analysis, Officer

    STATE STREET CORPORATIONSydney, NSW, Australia
    Investment Performance Analysis, Officer.A dynamic and experienced client-facing Investment Analytics (IA) Specialist covering investment performance, attribution, and mandate compliance.This role ...Show moreLast updated: 8 days ago
    Performance Analysis Specialist / Performance Analyst

    Performance Analysis Specialist / Performance Analyst

    icareSydney City NSW, AU, AU
    Support the Head of Performance, Finance with all analysis and reporting.Permanent, Full-time Opportunity, Sydney CBD, 3 days in office. Hybrid working environment, offering attractive salary.Suppor...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Analyst Investment Performance

    Senior Analyst Investment Performance

    BeathChapman Pte LtdSydney, New South Wales, Australia
    My client is seeking a highly analytical and motivated Investment Performance specialist to jointhe businessand help drive robust, asset-liability aware portfolio strategies.This role offers a uniq...Show moreLast updated: 22 days ago
    • Promoted
    • New!
    Corporate Performance Officer

    Corporate Performance Officer

    Ivory GroupSydney, Australia
    Contribute to the Corporate Strategy and Performance Team.Work alongside professionals within the Business Transformation department. Competitive salary offered between $85,000 - $100,000 + Super.Th...Show moreLast updated: 10 hours ago
    • Promoted
    Investment Administration Officer - Rebates

    Investment Administration Officer - Rebates

    Class SuperSydney, Australia
    HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions.At HUB24, we know the smartest investments start with our people.We are innovative and amb...Show moreLast updated: 3 days ago
    • Promoted
    • New!
    Accounts Payable Officer : Data Analysis

    Accounts Payable Officer : Data Analysis

    Bluefin ResourcesSydney, Australia
    Recognized and global Financial Services company • • : .Hybrid working structure and flexible working arrangements • • : . Lucrative salary structure and incentives • •.This global banking business is looking...Show moreLast updated: 10 hours ago
    • Promoted
    Investment Performance Analysis, Officer

    Investment Performance Analysis, Officer

    State Street CorporationSydney, Australia
    Investment Performance Analysis, Officer Who we are looking for A dynamic and experienced client-facing Investment Analytics (IA) Specialist covering investment performance, attribution, and mandat...Show moreLast updated: 9 days ago
    • Promoted
    Senior Analyst Investment Performance

    Senior Analyst Investment Performance

    Beathchapman Pte LtdSydney, Australia
    My client is seeking a highly analytical and motivated Investment Performance specialist to jointhe businessand help drive robust, asset-liability aware portfolio strategies.This role offers a uniq...Show moreLast updated: 21 days ago
    • Promoted
    Financial Performance & Analysis Manager

    Financial Performance & Analysis Manager

    NSW Department of Customer ServiceSydney, New South Wales, Australia
    Financial Performance & Analysis Manager.Financial Performance & Analysis Manager.NSW Department of Customer Service.Financial Performance & Analysis Manager. Be among the first 25 applicants.Financ...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Operations Officer, Xpl

    Investment Operations Officer, Xpl

    Hub24Sydney, Australia
    HUB24 leads the wealth industry as the best provider of integrated platform, technology, and data solutions.At HUB24, we know the smartest investments start with our people.We are innovative and am...Show moreLast updated: 7 days ago