Investment Performance Analysis, Associate 1

statestreet· 1339 SS TECH (ZHEJIANG) CO LTD
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📍 Hangzhou, ChinaFull time

About this role

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.

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.

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Frequently Asked Questions

Is the salary disclosed for the Investment Performance Analysis, Associate 1 position at statestreet?
The salary for this Investment Performance Analysis, Associate 1 role at statestreet is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Investment Performance Analysis, Associate 1 position at statestreet located?
This Investment Performance Analysis, Associate 1 role at statestreet is based in Hangzhou, China. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Investment Performance Analysis, Associate 1 role at statestreet full-time or part-time?
This is listed as a Full time position. It is posted as a Investment Performance Analysis, Associate 1 role in the 1339 SS TECH (ZHEJIANG) CO LTD department at statestreet.
Which team or department does the Investment Performance Analysis, Associate 1 at statestreet belong to?
This Investment Performance Analysis, Associate 1 position is part of the 1339 SS TECH (ZHEJIANG) CO LTD department at statestreet. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Investment Performance Analysis, Associate 1 position at statestreet?
Click the "Apply Now" button on this page. You will be redirected to statestreet's official application portal hosted on workday where you can submit your application directly.
When was the Investment Performance Analysis, Associate 1 job at statestreet posted?
This Investment Performance Analysis, Associate 1 position at statestreet was posted on Sep 22, 2026. Apply as soon as possible — early applications are often reviewed first.
Investment Performance Analysis, Associate 1
statestreet
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