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Investment Performance Analysis, Senior Associate

State Street

Investment Performance Analysis, Senior Associate

full-timePosted: Aug 25, 2026Updated: Aug 28, 2026China, Beijing

Job Description

Who we are looking for:We are looking for an exceptional individual to become an Investment Analytics (IA) client facing specialist to work in our regional IA team, based in Beijing.Investment Analytics is a specialized service that provides in-depth analysis of investment data, mandate guidelines, market trends, and performance metrics. By leveraging advanced techniques, we support portfolio management decision-making and help clients meet their reporting obligations to investors and regulators. This includes assessing risk, return, asset allocation, market conditions, and compliance with investment mandates.Our team of subject matter experts offers comprehensive support across Performance, Attribution, Risk, and Mandate Compliance, empowering clients to make informed investment decisions, manage risk effectively, and maintain transparency. Working closely with our operational hubs, we ensure a seamless client experience with strong governance and oversight.What you will be responsible for:As an IA Specialist you will be required to:Understand your client’s IA requirements and what they valueBuild trusted relationships using proactive communication and expectation managementProvide strong governance and client support via our Client Service Process (CSP)Deliver value to our clients through insights and consulting on value-add solutionsBuild and communicate your knowledge of the local marketWhat we value: The following skills will help you succeed in this role:Team first mindsetMotivation to build a career in Investment AnalyticsStrong mathematics and analytical skillsInterest and understanding of financial markets and productsAbility to pick up unfamiliar / complex topicsStrong interpersonal skills with a positive, solution-oriented attitudeEducation & Preferred Qualifications:University degree qualificationPost graduate degree or studying towards CFA® and/or CIPM® an advantageExposure to team based activitiesExperience Guidelines:2+ years’ related industry experience, preferably with some direct analytics and client exposure from the following:Interpreting and articulating investment performance, attribution and ex-post risk results for portfoliosUnderstanding of investment data requirements to produce accurate analytics resultsUnderstanding of monitoring investment restrictions for portfoliosInterpret mandate, prospectus, regulatory and or other in-house investment guidelinesClient service experience with institutional clients an advantageWhy us?Our Investment Analytics team offers you incredible development and growth opportunities:Exposure to some of the world’s largest and most sophisticated financial institutions across industry segmentsDedicated learning and development programs to support your growth across a very broad set of leading-edge analyticsDevelop sought after specialized client facing expertiseTeam culture of learning and growthTransparent and consistent expectations for success using our PlaybookAbout State StreetAcross 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/careersRead our CEO Statement

Locations

  • China, Beijing

Skills Required

  • local marketintermediate

Required Qualifications

  • Understand your client’s IA requirements and what they value (experience)
  • Build trusted relationships using proactive communication and expectation management (experience)
  • Provide strong governance and client support via our Client Service Process (CSP) (experience)
  • Deliver value to our clients through insights and consulting on value-add solutions (experience)
  • Build and communicate your knowledge of the local market (experience)

Preferred Qualifications

  • University degree qualification (degree)
  • Post graduate degree or studying towards CFA® and/or CIPM® an advantage (degree in studying towards cfa)
  • Exposure to team based activities (experience)

Responsibilities

  • Team first mindset
  • Motivation to build a career in Investment Analytics
  • Strong mathematics and analytical skills
  • Interest and understanding of financial markets and products
  • Ability to pick up unfamiliar / complex topics
  • Strong interpersonal skills with a positive, solution-oriented attitude

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