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Investment Performance Analysis - Associate 2

  • Job
    Full-time
    Junior & Mid Level
  • Banking & Finance
  • Mumbai
  • Quick Apply

AI generated summary

  • You should have a degree in a mathematical field, basic Excel skills, initiative, 1-3 years in asset management, and BCom, BBA, MBA, or CFA is a plus.
  • You will produce timely data, assist with ad-hoc requests, maintain client relations, support operations, review procedures, and contribute to onboarding projects.

Requirements

  • PC Skills: Excel skills Basic / advantage
  • Degree or equivalent – mathematical related subject preferred
  • An aptitude for mathematical information
  • Initiative and Drive
  • PC Literate
  • BCom, BBA, MBA or CFA an advantage
  • 1-3 yrs work experience within an asset management company would be beneficial

Responsibilities

  • Provide Operation / Oversight Services within IMS Investment Analytics
  • Management Information Statistic (MIS) and Service Level Agreement (SLA) maintenance
  • Produce accurate and timely data
  • Assists where necessary to produce ad-hoc data for other Departments
  • Maintain strong internal / external relations
  • Help drive team forward and promote team working
  • Project work, including on-boarding new clients, new systems and liaising with multiple stakeholders
  • Produce accurate and timely operational data, from in house and 3rd party systems, on a monthly/quarterly basis for Equities, Fixed and Balanced clients.
  • Assist where necessary to produce ad-hoc request for multiple clients
  • Maintain strong relations with various areas of IMS and with the client directly via regular consultations and correspondence.
  • Help drive team forward and promote team-working
  • Provide daily support to the Operations team. Ensuring all client timetabled deadlines are met and all ad-hoc queries are completed in a timely manner. Regularly review procedures and implement changes to improve the reporting and communication process. Contribute to driving any new client onboarding Projects forward and maintain oversight.

FAQs

What is the overall purpose of the Investment Performance Analysis - Associate 2 role?

The overall purpose of the role is to provide Operation/Oversight Services within IMS Investment Analytics, manage Management Information Statistics (MIS) and Service Level Agreements (SLA), produce accurate and timely data, assist in generating ad-hoc data for other departments, maintain strong internal/external relations, promote teamwork, and handle project work including onboarding new clients and systems.

What are the key responsibilities of this position?

Key responsibilities include producing operational data for Equities, Fixed, and Balanced clients, responding to ad-hoc requests, maintaining relations with IMS and clients, providing daily support to the Operations team, ensuring deadlines are met, reviewing procedures to improve communication processes, and contributing to onboarding projects.

What educational qualifications are required for this role?

A degree or equivalent in a mathematical-related subject is preferred. An aptitude for mathematical information, along with being PC literate, is required. Additional qualifications such as a BCom, BBA, MBA, or CFA are considered advantageous.

How many years of experience are required for this position?

A minimum of 1-3 years of work experience within an asset management company is beneficial for this position.

Are there opportunities for job rotation and career enhancement?

Yes, job rotation and career enhancement through formal and informal training are part of the team's ethos.

What basic technical skills are essential for this role?

Basic Excel skills are essential for this role, with an advantage given for more advanced proficiency.

How does this role contribute to team dynamics?

The role helps drive the team forward and promotes teamwork by maintaining relations, providing support, and actively contributing to projects.

Is there any support for professional development within this position?

Yes, the position encourages job rotation and career enhancement which includes formal and informal training opportunities within the team environment.

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Mission & Purpose

At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better — now and in the future.