Investment Analytics and Performance Analysis, VP

Performance Measurement & Investment Analytics

• Provide technical leadership across performance measurement, attribution, benchmarking, and investment analytics disciplines.
• Proactively source and deliver the Client data from local stakeholders to Edinburgh team to ensure timely and accurate completion of client reports.
• Ensure the integrity, accuracy, and relevance of all performance reporting and analytical outputs delivered to stakeholders. Act as the final QC in the report production process.
• Review and challenge methodologies, assumptions, benchmarks, and analytical frameworks to ensure they remain appropriate and aligned with organisational objectives.
• Fully support the GS PS and SSGX teams to assist in the successful delivery of the on-going reporting requirements as well as various improvements to the reporting package.
• Lead initiatives to enhance performance reporting, attribution capabilities, and analytical insight.

Data Governance & Reporting Infrastructure

• Oversee the governance, quality, and integrity of data supporting investment performance and risk reporting.
• Lead discussions relating to portfolio structures, benchmark frameworks, security master data, classification hierarchies, and reporting architectures.
• Identify opportunities to strengthen controls, reconciliation processes, automation, and data management practices.
• Ensure documentation of methodologies, controls, business processes, and reporting frameworks is maintained and regularly reviewed.

Transformation & Operating Model Development

• Lead and support strategic projects involving investment reporting, analytics platforms, operating models, and data transformation.
• Translate business requirements into practical solutions across investment, operations, technology, and service provider environments.
• Support the design and implementation of current state and future state workflows, controls, governance frameworks, and target operating models.
• Act as a subject matter expert during strategic technology and transformation initiatives.

Service Provider Oversight

• Oversee the delivery of services provided by custodians, analytics providers, consultants, and technology vendors.
• Monitor service quality, delivery performance, issue resolution, and contractual obligations.
• Coordinate stakeholders to ensure projects, reporting requirements, and service enhancements are delivered successfully.
• Escalate and manage risks, issues, and dependencies to successful resolution.

Stakeholder Management

• Build and maintain effective working relationships across investment, risk, operations, technology, finance, and executive functions.
• Facilitate collaboration between internal stakeholders and external service providers.
• Communicate complex technical and analytical concepts clearly to both technical and non-technical audiences.
• Represent business requirements and stakeholder interests across strategic initiatives and governance forums.

Capability Development

• Mentor, coach, and develop professionals across performance measurement, risk analytics, benchmarking, attribution, and reporting disciplines.
• Support the development of policies, procedures, governance standards, and best practice frameworks.
• Promote a culture of analytical excellence, continuous improvement, and knowledge sharing.

Additional Skills

• Deep understanding of institutional investment operating models.
• Experience supporting enterprise investment platform implementations.
• Strong knowledge of investment data management and data governance frameworks.
• Experience working across both public and private market asset classes.
• Ability to prepare executive level and board level performance reporting and commentary.
• Experience managing complex stakeholder environments involving investment teams, service providers, consultants, and technology partners.
• Proven ability to influence strategic direction without direct line management authority.

Education & Preferred Qualifications

• Degree qualified, postgraduate qualifications preferred.

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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