State Street is a global leader in investment management, and they are seeking a Vice President for Investment Performance & Analytics. This role will lead the investment performance, analytics, and GIPS program, ensuring accuracy and compliance while driving strategic initiatives across data and reporting.
Responsibilities:
- Lead end-to-end investment performance and analytics oversight, including data governance, composite maintenance, performance validation, and control frameworks
- Own and oversee the firm’s GIPS compliance program, including composite construction, benchmark selection, dispersion methodologies, and adherence to GIPS standards and internal policies
- Provide senior review and approval of GIPS Composite Reports and pooled fund reports, ensuring accuracy, consistency, and high-quality delivery to clients and consultants
- Establish and enforce data quality and control standards, partnering with global operations and technology teams to resolve issues and improve scalability and efficiency
- Lead quarterly and annual reporting cycles, ensuring timeliness, governance, issue escalation, and executive-level transparency
- Oversee consultant database reporting (e.g., eVestment, Mercer, Callan), ensuring alignment with approved performance and disclosures
- Interpret and implement new GIPS standards, regulatory requirements, and industry developments, and drive internal adoption and training
- Own documentation frameworks, including policies, procedures, methodologies, and controls supporting performance and analytics processes
- Act as a senior escalation point for complex performance inquiries from internal stakeholders, clients, consultants, and auditors
- Lead internal and external audits and examinations related to GIPS compliance and performance reporting
- Drive strategic initiatives, including systems enhancements, data architecture improvements, and operating model evolution
- Mentor and develop junior team members, contributing to overall team capability and succession planning
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 8–12+ years of experience in investment performance, analytics, or related roles within asset management, asset servicing, or consulting
- Strong, demonstrated expertise in GIPS standards, including composite construction, governance, and reporting requirements
- Deep understanding of investment performance methodologies, including time-weighted returns, benchmark construction, and attribution concepts
- Proven experience leading processes, projects, or teams within a performance or analytics function
- Strong analytical and problem-solving capabilities with an ability to operate at both a detailed and strategic level
- Experience interacting with senior stakeholders and external clients/consultants
- Excellent written and verbal communication skills, with the ability to influence across functions
- advanced degree a plus
- CFA, CIPM, or similar professional designation strongly preferred