Performance and Analytics- Assistant Vice President

As an AVP, you will lead client service and service as the primary contact for clients across all aspects of Performance Measurement and Analysis. You’ll work independently to deliver tailored solutions, build strong client relationships, and ensure reporting excellence through a deep understanding of each client’s unique needs.

Key Responsibilities

As a Client Service Analyst, you will:

• Manage daily, monthly, and quarterly investment performance reporting for assigned clients.
• Build a value-added service model by developing deep knowledge of client needs and satisfaction drivers.
• Collaborate with clients to design and maintain customized reporting packages (e.g., performance reports, attribution analysis, peer comparisons, board reports).
• Conduct quality control checks on performance reports, monitor changes (e.g., new funds, composites, benchmarks), and validate custom calculations.
• Support operations teams and coordinate with investment managers to resolve return discrepancies and communicate findings to clients.
• Monitor client profitability and service quality, maintaining documentation on scope of services.
• Partner with senior leaders on marketing presentations, RFP responses, and sales calls.
• Prepare quarterly board and investment committee reports summarizing plan performance and explaining performance drivers.
• Train clients on online systems and contribute to business development and implementation efforts.

Skills for Success

• Exceptional client service and relationship management capabilities.
• Strong communication skills with the ability to influence senior stakeholders.
• Proven ability to manage complex projects from initiation to completion.
• Collaborative mindset with the ability to work across teams and departments.
• Highly organized with excellent task and time management skills.
• Team-oriented approach with a commitment to continuous learning.

Qualifications

• Bachelor’s degree in finance, economics, business, or a related field.
• 5+ years of experience in financial performance measurement, investment analytics and performance reporting.
• Strong technical proficiency with investment reporting platforms and data analysis tools.
• CFA or CIPM certification preferred.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range:

The range quoted above applies to the role in the location specified. If the candidate would ultimately work outside of the location above, the applicable range could differ.

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.