Portfolio Management Analyst, State Street Global Advisors, Officer

Who we are looking for

The role supports Investment Solutions Group (ISG) Portfolio Managers and gets trained for Portfolio Manager role.

The role is to provide investment support to the portfolio management team of the Investment Solutions Group with a specific focus:

• Portfolio monitoring and management
• Portfolio analytics and research
• Team support

Ultimately, after receiving sufficient training on ISG investment process and tools, the selected individual will become Portfolio Manager who will perform regulated activity. This role cooperates with ISG investment teams in EMEA, North America and Asia Pacific.

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Why this role is important to us

The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

Join us if making your mark in the asset management industry from day one is a challenge you are up for.

What you will be responsible for

As Portfolio Management Analyst you will be in the following areas:

Portfolio monitoring and management

• Assisting investment managers in the preparation and monitoring of daily cash flow and rebalancing activity for portfolios
• Providing assistance in the management of asset class fund of funds and strategic asset allocation portfolios
• Monitor cash and FX positions to avoid overdraft and alert PMs
• Monitor currency hedging and hedged ratio in liaison with the Portfolio management team
• Monitor portfolio positions in line with guidelines, risk and position limits and promptly escalate deviations to investment managers

Portfolio analytics and research

• Develop and maintain portfolio oversight reports – performance and exposures for management oversight and non-standard, mandate-specific requirements
• Transaction Cost Analysis review to help the Portfolio management team in improving the trading process with the trading desk
• Custom client reporting, ad hoc client inquiries
• Investment review of underlying building blocks with a specific focus on fund (including ETF) monitoring – vendor concentration, cost effectiveness, consistency of performance results
• Run strategic and tactical optimizations on portfolio managers’ behalf using the Investment Solutions Group’s tools and inputs.

Broad team support

• Meeting with and providing information to fund managers; this might include summaries of research, investment ideas, key events from the proceeding day as well as key drivers for the day/week ahead
• Ensuring that all compliance regulations are met
• Building and generating reports regarding investment portfolios, performances and trends on a regular basis (from daily to quarterly)
• Maintaining dashboards and other governance monitoring tools

What we value

These skills will help you succeed in this role

• Ability to work effectively in a team
• Commitment to further study and increase qualifications
• Good mathematical, decision-making and communication skills

Education & Preferred Qualifications

• Understanding risks associated with investing
• Maintaining knowledge of market and economic trends
• Knowledge of FactSet and Bloomberg would be an additional asset
• 3+ years working in a financial institution or a finance-specific industry.
• A degree in one of the following disciplines is preferable:
• accounting
• economics
• finance
• mathematics
• statistics

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street Global Advisors

What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a