State Street

Investment Performance Analysis, Associate 1

China · Work style not stated · Full time

Apply on the employer’s site ↗See how well you match this job

You apply directly with the employer. ROLIVA does not submit applications from this page and is not the employer.

About the role

Description from the employer’s posting. Check the employer’s page for the current version.

EmployerState Street
LocationChina
Work styleWork style not stated
Employment typeFull time
Employer posted14 Oct 2026

Who we are looking for:

We are looking for an exceptional individual to join our team for investment compliance service.

Why this role is important to us:

State Street Global Delivery provides asset owners and asset managers access to financial information and tools essential for effective investment solutions. From core custody, accounting, fund administration, shareholder recordkeeping, and performance, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity, and real estate. Our services help our clients make better investment choices and generate wealth for their customers and beneficiaries.

What you will be responsible for:

As a key expert in the APAC region, your responsibilities will include:

Interpret and codify client-specific IMAs (Investment Management Agreements) and prospectus restrictions.
Conduct post-trade investment compliance analysis to ensure adherence to regulatory requirements and investment mandates.
Implement controls for portfolios restrictions (e.g., concentration limits, prohibited securities, ESG criteria).
Validate portfolio adherence to benchmark constraints, derivative usage limits and risk thresholds.
Result validation and reasonability analysis on investment breaches.
Generate compliance reports for a wide range of clients from asset managers, asset owners to trustees.
Support client ad-hoc query/request.

Show full description

What we value:

These skills will help you succeed in this role:

Fast learner with positive attitude.
Good interpersonal skills and team spirit.
Attention to detail.

Education & Preferred Qualifications:

Bachelor’s degree in Accounting/Mathematics/Finance/Economics or equivalent (post graduate degree and/or a CFA®, CIPM® or CAIA® would be an advantage).
Investment compliance/Risk knowledge within asset management, banking, or broker-dealers.
Hands-on experience of compliance monitor systems (e.g., Charles River, AxiomSL, Bloomberg).
Good understanding of regulations and global market practices.
Ability to decode complex legal and investment documents (IMAs, prospectuses).
Knowledge of financial instruments: equities, fixed income, derivatives.
Effective verbal and written communication skills in English.
Good PC skills. Proficiency in Microsoft Office.

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.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

See how well you match this job Apply on the employer’s site ↗

Check your resume against this job Free, no sign-up. Nothing you paste is stored.

Staying safe while you apply

Never pay to apply, interview or accept an offer. ROLIVA never asks you for payment to apply to a job.
Apply only through the official “Apply on the employer’s site” button, on the employer’s own site, and check that a recruiter’s email uses that employer’s own domain rather than a free email address.
Be cautious of an offer made with no real interview, or pressure to decide quickly or share financial details early.

Does something look wrong with this listing? Use “Report broken link” in the role details, or read ROLIVA’s full job-safety guidance ↗.

Preparing for this role with ROLIVA

Check the fit.
Compare the requirements with the experience you have confirmed, including gaps.
Prepare honestly.
Build interview stories and application drafts from your own evidence.
Keep track.
Save the role and record your own application status and follow-ups.

Create a free workspace or log in.