Equity Portfolio Management, Assistant Vice President - State Street Investment Management
About The Position
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. State Street Investment Management is a global leader in institutional asset management, entrusted with more than $5 trillion in assets. For more than four 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.
Requirements
- Good mathematical, decision-making and interpersonal skills.
- Excellent verbal and written communication skills.
- Numerically minded and confident with data handling and interpretation.
- Ability to work effectively in a team, providing support, prioritizing workload.
- Initiate, demonstrate flexibility and think creatively to solve problems.
- Absolute attention to detail and high degree of accuracy when working under pressure.
- Fundamentally curious and passionate about passive equity management.
- 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 with a disruptive mindset.
- Be able to utilize technology and systems effectively.
- Strong understanding of passive portfolio construction and investments.
- 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.
- Phenomenal teammate and collaborative attitude required.
- An undergraduate degree.
- 3+ years working in a financial institution or a finance-specific industry.
- Good practical understanding of index funds.
Nice To Haves
- A good understanding of Factset, advanced Excel, and coding knowledge would be useful.
- Demonstrated interest in and hands-on use of AI tools.
- Ideally a finance related post grad / CFA (or equivalent).
- Ideally experience working within, or closely with, an equity fund management team or similar group.
Responsibilities
- Monitor tracking, risk and exposure for index funds.
- Trade for index changes and cash flows.
- Performance measurement and attribution.
- Analysis of upcoming corporate actions for value add or wealth preservation opportunities.
- Work with investment managers to improve efficiency of processes and workflow, with a strong emphasis on technology-enabled solutions.
- Work with our research team to help guide and implement various projects that drive efficiency and improve service levels.
- Create reports and presentations for internal and external clients.
Benefits
- Retirement savings plan (401K) with company match
- Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- Access to our Employee Assistance Program
- Incentive compensation including eligibility for annual performance-based awards
- Eligibility for certain tax advantaged savings plans
- Tools to help balance your professional and personal life
- Paid volunteer days
- Access to employee networks
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
