Systematic Equity Portfolio Manager, Officer, State Street Investment Management

Role description summary / Purpose of the role

To initially provide investment support to Global Systematic Equity portfolio management team with a specific focus on Decision Support, Portfolio and Index Analysis, Process and System Enhancement and ad hoc support. Subsequent to reaching the required competency level, to manage a range of passive equity funds within the Global Systematic Equity portfolio management team. The role will include all aspects of management for a range of regional and global index equity portfolios including rebalancing, risk monitoring and exposure management.

Who we are

State Street Investment Management is a global leader in institutional asset management, entrusted with more than $6 trillion in assets. For more than three decades, investors worldwide have benefited from our disciplined, precise investment process and powerful global platform offering access to every major asset class, capitalization range and style across the indexing and active spectrums. State Street IM is the investment management arm of State Street Corporation, one of the world’s leading providers of financial services to institutions.

What we will ask you to do

Management of index pipeline

Creation of single stock group draft trades

Analysis of upcoming corporate actions for value add or wealth preservation opportunities

Update client specific guidelines in portfolio management tools and management of client restricted lists in Issue Lists

Support the ETF basket process

Build trade lists (stock, FX, futures) to be reviewed/submitted by Systematic Equity Investment Managers

Monitor portfolios against index and liaise with investment managers and index providers as the need arises

Custom client reporting, performance and attribution analysis plus risk analytics as the need arises

Working with investment managers to improve efficiency of processes and workflow

Assist in building required reports and presentations for internal governance committees

Portfolio Management stage; you will have responsibility for various daily tasks associated with managing index funds such as: monitoring tracking, risk and exposure; trading for index changes and cash flows; performance measurement and attribution.

What we would like you to be

The successful candidate should possess good mathematical, decision-making and interpersonal skills.

Excellent verbal and written communication skills

Ability to work effectively in a team, providing support, prioritize workload

Initiative, demonstrate flexibility and think creatively to solve problems

Absolute attention to detail and high degree of accuracy when working under pressure

Knowledge of Microsoft Excel, and PowerPoint, some coding knowledge would be useful

Awareness of risks associated with investing

Maintaining knowledge of financial market and economic issues

Fundamentally curious and passionate about passive equity management .

Computer literacy is essential although some IT skills can be acquired during training. Excel is essential as roles often involve financial modelling and projection work.

Who you are

Passionate about project and process management

Seek chance to define quality improvements to processes

Want to work in a diverse, multi-cultural environment

Forward-thinking, curious and naturally dissatisfied with an outdated status quo

Be able to utilize technology and systems

Strong understanding of portfolio construction and investments

Asset management industry experience a plus

Capability to gain trust and respect of business partners while bringing objective and independent challenge to their activities

Ability to work under pressure and self-motivation to master concepts quickly and connect dots

Phenomenal teammate and collaborative attitude required.#

Education & Qualifications

An undergraduate degree is preferable.

Experience requirement: 3+ years working in a financial institution or a finance-specific industry

Equal opportunities Statement

Across the world, institutional investors rely on us to help them handle risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and engaged employees are critical to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our values. It’s also part of our dedication to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us. State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability.

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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