Performance and Analytics, Vice President

Posted 15 Days Ago
Be an Early Applicant
2 Locations
In-Office
115K-198K Annually
Expert/Leader
Financial Services
The Role
Provides strategic leadership for investment performance analytics, overseeing complex client portfolios, performance reporting, benchmark construction, scenario analysis, and risk compliance. Leads and develops analysts, manages client engagements, supports adoption of client-facing technology, ensures accurate deliverables, resolves complex reporting issues, and drives cross-functional process improvements. Requires extensive investment performance experience, management expertise, strong analytical and communication skills, and proficiency with reporting platforms and data tools.
Summary Generated by Built In

As a Vice President, you will provide strategic leadership and oversight in investment analytics, driving best practices and minimizing risk through thought leadership and process excellence. You will lead a team of analysts, ensuring timely and accurate data delivery while mentoring and developing their expertise in investment performance.

Key Responsibilities

  • Oversee complex client portfolios across all plan types, ensuring timely and accurate data delivery in collaboration with senior team leads and analysts.

  • Lead client engagements—both virtual and in-person—covering performance methodology, benchmark construction, performance reporting, plan structures, and scenario analysis.

  • Serve as a subject matter expert on the full Performance and Analytics product suite, identifying solutions and opportunities to enhance client outcomes.

  • Champion client-facing technology, driving adoption and training for both internal and external stakeholders to maximize efficiency.

  • Ensure client deliverables and performance metrics are met, maintaining documentation and adhering to risk and compliance standards. Develop and execute remediation plans as needed.

  • Collaborate cross-functionally to identify and implement process improvements that elevate client satisfaction and operational effectiveness.

Skills for Success

  • Proven ability to manage and resolve complex communications and reporting deliverables in a fast-paced environment.

  • Exceptional relationship-building and communication skills, with the ability to influence senior stakeholders.

  • Strong analytical thinking to understand the root causes of client inquiries and drive efficient resolution.

  • Demonstrated success in cross-functional collaboration and team leadership.

  • Commitment to fostering a learning-oriented, enthusiastic team culture.

Qualifications

  • Bachelor’s degree in finance, economics, business, or a related field; advanced degree preferred.

  • Minimum 10 years of experience in investment performance or analytics.

  • At least 5 years of supervisory or management experience, with a track record of developing high-performing teams.

  • Strong technical proficiency in investment reporting platforms, performance methodologies and data analysis tools.

  • CFA or CIPM certification preferred.

Salary Range:

$115,000 - $197,500 Annual

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.

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.

Skills Required

  • Bachelor's degree in finance, economics, business, or a related field
  • Minimum 10 years of experience in investment performance or analytics
  • At least 5 years of supervisory or management experience
  • Strong technical proficiency in investment reporting platforms, performance methodologies, and data analysis tools
  • CFA or CIPM certification
  • Advanced degree

State Street Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about State Street and has not been reviewed or approved by State Street.

  • Retirement Support — Retirement support is framed as a standout component, highlighted by a 401(k) match described as 100% on the first 6% of base salary. This is positioned as a meaningful offset to less competitive cash compensation for some roles.
  • Leave & Time Off Breadth — Leave and time off are portrayed as relatively robust, with references to multi-week vacation, paid holidays, sick time, and additional days tied to wellness or volunteering. This breadth is repeatedly treated as a tangible part of total rewards beyond base pay.
  • Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle benefits are presented as extensive, including the BeWell program, fitness discounts, onsite or supported health resources, and financial counseling. These offerings are depicted as strengthening the overall benefits proposition even when pay satisfaction is tepid.

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The Company
HQ: Boston, MA
39,782 Employees
Year Founded: 1792

What We Do

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

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