Performance and Analytics, Assistant Vice President

Who we are looking for

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.

What you will be responsible for

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.
• 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.
• Education & Preferred Qualifications
• Train clients on online systems and contribute to business development and implementation efforts.
• 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.
• Education & Preferred Qualifications

What We Value

• 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.
• 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.

Salary Range:

$90,000 - $142,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary 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.

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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.