Investment Performance Analysis, Senior Associate

About the role

State Street Global Advisors (SSGA) Investment Compliance team ensures mutual fund clients meet SEC and prospectus guidelines. The Senior Associate builds and maintains compliance rule matrices, conducts annual reviews, and supports clients and internal coding teams to deliver accurate daily and monthly compliance reporting. Pune office, on-site work model, with opportunities to engage in risk analysis and cross‑functional projects.

What you’ll do

• Onboard new clients by interpreting prospectus mandates and creating compliance rule matrices
• Liaise with clients to gather information and code compliance rules into systems
• Perform annual compliance rule reviews against updated prospectuses/SAIs
• Research ad‑hoc compliance queries and support reporting teams
• Collaborate with coding teams to maintain system rules for accurate reporting
• Identify operational risks and recommend procedural improvements
• Ensure timely issue resolution and communicate with management
• Participate in departmental projects and cross‑functional committees

What you’ll bring

• 4+ years fund administration or investment compliance experience
• Knowledge of U.S. Investment Companies Act of 1940 or UCITS
• Proficiency with Alteryx workflow design
• SQL querying skills
• Degree in Business, Accounting, Finance or related field
• Strong communication and analytical abilities
• Experience with regulatory reporting and risk analysis
• Familiarity with Charles River Development or VBA is a plus

Skills

Education

University degree in Business, Accounting, Finance or related field