Business Analyst - Head of Investment Performance & Analytics (GIPS), VP - SSIM

State Street•Boston, MA

8d•Onsite

About The Position

The Vice President, Investment Performance & Analytics will lead the firm’s investment performance, analytics, and Global Investment Performance Standards (GIPS®) program. This role is responsible for overseeing composite governance, performance and benchmark validation, analytics integrity, and reporting oversight across asset classes and strategies. The VP will serve as a key senior partner to Investments, Compliance, Marketing, Consultant Relations, and Operations, ensuring performance outputs are accurate, scalable, and aligned with regulatory requirements and industry best practices. The role also plays a critical part in shaping the firm’s performance operating model, enhancing controls, and driving strategic initiatives across data, systems, and reporting.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field (advanced degree a plus)
8–12+ years of experience in investment performance, analytics, or related roles within asset management, asset servicing, or consulting
Strong, demonstrated expertise in GIPS standards, including composite construction, governance, and reporting requirements
Deep understanding of investment performance methodologies, including time-weighted returns, benchmark construction, and attribution concepts
Proven experience leading processes, projects, or teams within a performance or analytics function
Strong analytical and problem-solving capabilities with an ability to operate at both a detailed and strategic level
Experience interacting with senior stakeholders and external clients/consultants
Excellent written and verbal communication skills, with the ability to influence across functions

Nice To Haves

CFA, CIPM, or similar professional designation strongly preferred

Responsibilities

Lead end-to-end investment performance and analytics oversight, including data governance, composite maintenance, performance validation, and control frameworks.
Own and oversee the firm’s GIPS compliance program, including composite construction, benchmark selection, dispersion methodologies, and adherence to GIPS standards and internal policies.
Provide senior review and approval of GIPS Composite Reports and pooled fund reports, ensuring accuracy, consistency, and high-quality delivery to clients and consultants.
Establish and enforce data quality and control standards, partnering with global operations and technology teams to resolve issues and improve scalability and efficiency.
Lead quarterly and annual reporting cycles, ensuring timeliness, governance, issue escalation, and executive-level transparency.
Oversee consultant database reporting (e.g., eVestment, Mercer, Callan), ensuring alignment with approved performance and disclosures.
Interpret and implement new GIPS standards, regulatory requirements, and industry developments, and drive internal adoption and training.
Own documentation frameworks, including policies, procedures, methodologies, and controls supporting performance and analytics processes.
Act as a senior escalation point for complex performance inquiries from internal stakeholders, clients, consultants, and auditors.
Lead internal and external audits and examinations related to GIPS compliance and performance reporting.
Drive strategic initiatives, including systems enhancements, data architecture improvements, and operating model evolution.
Mentor and develop junior team members, contributing to overall team capability and succession planning.

Benefits

our retirement savings plan (401K) with company match
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
eligibility for certain tax advantaged savings plans
inclusive development opportunities
flexible work-life support
paid volunteer days
vibrant employee networks