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Performance and Analytics- Assistant Vice President Job Opening In Irvine – Now Hiring State Street

Performance and Analytics Assistant Vice President

    United States Jobs Expertini Expertini › United States › Jobs › Irvine › Business Operations Specialists › Performance And Analytics Assistant Vice President

Job description

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.

Key Responsibilities

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.

    • Skills for Success

  • 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.

    • Qualifications

  • 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.

    • 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:

    $80,000 - $132,500 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.

    Required Skill Profession

    Business Operations Specialists


    • Job Details

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    The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at State Street adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:

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    2. Loyalty

    3. Impartiapty

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    7. Obeying United States laws and regulations

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    Interview Tips for Performance and Analytics Assistant Vice President Job Success

    State Street interview tips for Performance and Analytics Assistant Vice President

    Here are some tips to help you prepare for and ace your Performance and Analytics Assistant Vice President job interview:

    Before the Interview:

    Research: Learn about the State Street's mission, values, products, and the specific job requirements and get further information about

    Other Openings

    Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.

    Dress Professionally: Choose attire appropriate for the company culture.

    Prepare Questions: Show your interest by having thoughtful questions for the interviewer.

    Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.

    During the Interview:

    Be Punctual: Arrive on time to demonstrate professionalism and respect.

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    Final Thought:

    To prepare for your Performance and Analytics Assistant Vice President interview at State Street, research the company, understand the job requirements, and practice common interview questions.

    Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the State Street's products or services and be prepared to discuss how you can contribute to their success.

    By following these tips, you can increase your chances of making a positive impression and landing the job!

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