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Senior Associate – Investment Performance Analysis based in Hangzhou, China, blending technical SME expertise with compliance and training leadership.
Join State Street to optimize investment compliance platforms, drive process standardization, and lead training for cross‑functional teams.
TECHNICAL COMPETENCIES
PRINCIPAL TASKS
Suggest and create developments- evaluate their continuing effectiveness and accuracy
Initiate remedial action as necessary
Ensure documentation exists for any client-specific procedures
Participate as technical SME in the development, testing and implementation of new systems and products relating to the ongoing business transformation process. Provide regular progress reports and give feedback during project meetings
Act as central point of contact for technical issues encountered in the daily business
Track issue trends and escape as needed
Contribute to “open surgery” sessions for technical issue resolution
Contribute to analysis and planning of Operating Model with the aim of standardizing processes and establishing best practice
Work closely with Training Department and business lines to identify training needs within the team. Ensure that those needs are met by delivering training sessions to staff on agreed topics
REVIEWING WORK AND ASSISTING TEAM SUPERVISOR
Review the work of others
Liaise with other internal clients and supporting departments for the purpose of obtaining key inputs to service delivery, resolving errors and discrepancies
Assist Team Supervisor in the organization of the Team and in ensuring that departmental procedures and controls are adhered to
Identify issues and problems in service delivery and carry out necessary corrective action. Keep team Supervisor informed of issues. Ensure the issues log is updated and track progress
Take leading role in setting client-specific solutions within the compliance system
Support Team Supervisor to ensure that accurate KPI are created and disseminated to the donor site
Provide technical support to compliance teams in relation to the compliance platform
NON - TECHNICAL COMPETENCIES
COMMUNICATION & RELATIONSHIPS
Provide timely and professional responses to all enquiries
Keep Team Supervisor informed as to the daily work progress and status of requests
Keep Manager updated with regard to project progress
Establish and maintain good working relationships with internal clients and colleagues. Demonstrate collaboration with other teams and departments
Demonstrate flexibility by supporting different client groups as well as contributing to a range of projects
Maintain standards of personal and professional performance/behavior
Demonstrate good time organizational skills in order to meet deadlines relating to projects and daily work
What we value:
These skills will help you succeed in this role:
Strong critical thinking, problem solving, and decision making skills
Education & Preferred Qualifications:
Accountancy/Business/Science related degree (preferred)
3+ years of experience in investment compliance
2+ years of proven experience with MQL or SQL coding
Strong numeracy and literacy skills
Excellent computer skills including knowledge of Excel spreadsheets and database applications
A thorough understanding of departmental compliance platform is required
Accuracy and ability to work with deadlines
Proficiency with investment compliance monitoring system
Excellent English
Proactivity and creativity in issues solving
Promoting an active and committed attitude, be open to questions and discussions
Motivating colleagues to make independent decisions
Ability to effectively manage time
Understanding of SQL query language would be an asset
Knowledge of VBA would be an advantage
Understanding or experience of Alteryx would be beneficial
Additional requirements:
Overtime may be require
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 the 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
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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