Investment Performance & Analytics Specialist
State StreetJob Title, Grade
Investment Performance & Analytics Specialist, Senior Associate | Specjalista ds. Analizy Wyników Inwestycyjnych
Join our team as an Investment Performance & Analytics Specialist, where you will deliver high-quality performance measurement and attribution services across daily and monthly reporting cycles. You will play a key role in ensuring data accuracy, supporting client reporting, and driving continuous improvement in performance analytics processes.
Key Responsibilities:
- Research and analyze portfolio and composite performance results through data reconciliation (accounting vs. performance) and return validation
- Identify, investigate, and resolve data discrepancies; escalate system issues as needed
- Process translation adjustments, recalculate returns, and finalize client data
- Prepare standard and customized client reports across performance and attribution services
- Maintain quality control documentation and collaborate with internal teams (e.g., Market Data, Accounting, IT)
- Participate in platform testing, automation initiatives, and process improvements
- Support additional projects and ad hoc activities as required
Required Qualifications:
- 3+ years of experience in Investment Performance or a related field
- University degree in Finance, Accounting, Mathematics, or a related discipline
- Knowledge of financial markets, securities, and the asset management industry
- Strong analytical skills with high attention to detail and problem-solving capabilities
- Ability to manage priorities effectively under pressure and meet deadlines
- Proactive mindset with a focus on continuous improvement and innovation
- Advanced Microsoft Office skills (VBA is an advantage)
- Strong interpersonal and communication skills, with proficiency in English
Work Requirement:
- The position requires office presence at least 3 days per week
Minimum Salary:
zł87,000 AnnualThe minimum salary quoted above applies to the role in the primary location specified. If the candidate ultimately works outside of this primary location, the applicable minimum salary may differ.
Salary will be determined based on factors such as the position, type of work performed, individual skills, job description, working hours, diligence, initiative, self-management, length of employment, availability, and the quantity and quality of work delivered, as well as other objective and non-discriminatory criteria relevant to State Street employees.
In addition to salary, employees are eligible to be considered for discretionary annual performance-based awards.
We Offer:
Permanent contract from day one
Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
Gold Medical Package for employees and their families (partner and children)
Premium life insurance package and private pension plan
Wide range of soft skills training, technical workshops, language classes and development programs
Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
Variety of well-being programs
Additional benefits available depending on the seniority of the role
About State Street
Across 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.
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