As an Officer, you will serve as the first line of communication for Performance Measurement clients, supporting senior leaders across all aspects of performance services. You will play a key role in fund setups, benchmark construction, and reporting, while ensuring timely resolution of client inquiries through close coordination with internal teams.

Job Description

In this role, you will be responsible for delivering high-quality client service and operational support. Your core responsibilities include:

Managing direct ownership or shared responsibility for servicing clients of varying sizes and complexities.Performing value-added reviews throughout the client reporting and data cycle to ensure accuracy and reasonableness.Engaging in client discussions on performance methodology, calculations, reporting, billing, product structures, and scenario analysis.Monitoring client inboxes and coordinating with internal teams to resolve inquiries promptly and effectively.Understanding client reporting requirements and recommending optimal use of technology and plan structures.Overseeing client deliverables and performance metrics, driving continuous improvement and reporting actual results.Coordinate change management activities, including new fund launches, benchmark assignments, and investment structure updates.Maintaining documentation related to scope of services, procedures, risk assessments, contacts, and deliverables.

What We Value

These skills will help you succeed in this role:

Ability to manage and resolve multiple communications and reporting deliverables in a fast-paced environment.Strong communication skills and the ability to collaborate effectively with investment staff and internal teams.A proactive mindset with a desire to deepen investment performance expertise.Willingness to travel occasionally, as needed.

Qualifications

Bachelor’s degree in finance, economics, business, or a related field.2–5 years of experience in investment performance, client reporting, or financial services.Strong analytical and organizational skills with attention to detail.Proficiency in Microsoft Excel and other data analysis tools.Desire to pursue CIPM certification.

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:

$65,000 - $102,500 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.

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.