Business Analyst - Head of Investment Performance & Analytics (GIPS), VP

Responsibilities

• Lead end-to-end investment performance and analytics oversight, including data governance, composite maintenance, and performance validation.
• Own and oversee the firm’s GIPS compliance program, including composite construction, benchmark selection, and adherence to GIPS standards.
• Provide senior review and approval of GIPS Composite Reports and pooled fund reports to ensure accuracy and high-quality delivery.
• Establish and enforce data quality and control standards in partnership with global operations and technology teams.
• Lead quarterly and annual reporting cycles, ensuring timeliness, governance, and executive-level transparency.
• Oversee consultant database reporting for platforms such as eVestment, Mercer, and Callan.
• Interpret and implement new GIPS standards and regulatory requirements, driving internal adoption and training.
• Act as a senior escalation point for complex performance inquiries from internal stakeholders, clients, and auditors.
• Drive strategic initiatives including systems enhancements, data architecture improvements, and operating model evolution.
• Mentor and develop junior team members to contribute to overall team capability and succession planning.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 8–12+ years of experience in investment performance, analytics, or related roles within asset management or asset servicing.
• Demonstrated expertise in GIPS standards, including composite construction and governance.
• Deep understanding of investment performance methodologies, including time-weighted returns, benchmark construction, and attribution.
• Proven experience leading processes, projects, or teams within a performance or analytics function.
• Strong analytical and problem-solving capabilities with the ability to operate at both a detailed and strategic level.
• Excellent written and verbal communication skills with experience interacting with senior stakeholders and external clients.

Preferred Qualifications

• CFA, CIPM, or similar professional designation.
• Advanced degree in a quantitative or financial field.

Benefits

• Retirement savings plan (401K) with company match.
• Comprehensive insurance coverage including medical, dental, vision, and life insurance.
• Paid time off including vacation, sick leave, and family care responsibilities.
• Incentive compensation eligibility for annual performance-based awards.
• Access to Employee Assistance Programs and various tax-advantaged savings plans.

About the Company

State Street is a leading global provider of financial services to institutional investors. We help our clients manage risk, respond to challenges, and drive performance and profitability. We are committed to fostering an inclusive environment where every employee is empowered to reach their full potential.