Equity Portfolio Management, Officer, State Street Investment Management

State Street•Stamford, CT

9d•$75,000 - $123,750•Onsite

About The Position

The Implementation Portfolio Management team manages approximately 35 client portfolios that substantially replicate portfolios run by State Street Investment Management’s Stamford Active Fundamental Equity portfolio managers and analysts. Alongside managing client portfolios, the team provides portfolio-management and portfolio support across processes and technologies to enhance the equity investment process. This role manages client accounts, restrictions, and cash flows while providing operational and investment capacity to equity portfolio managers and analysts. It also has a project focus, supporting data and technology platform transformations that affect investment tools and processes across asset classes. The officer works with portfolio managers, analysts, and IT and Systems teams, and serves as a subject matter expert for business initiatives and cross-functional projects. The position must be based in an office in Stamford, Connecticut, or Boston, Massachusetts. The listed annual salary range is $75,000–$123,750 for the primary location; the applicable range may differ for another work location. State Street describes its benefits as including retirement savings, insurance coverage, paid time off, employee assistance, incentive compensation eligibility, and certain tax-advantaged savings plans. Flexible Work Programs and development and educational support are also mentioned; benefit details vary by location.

Requirements

Bachelor’s degree, preferably in a finance-, operations-, or technology-related discipline.
At least 2 years of experience in investment management, operations, or an equivalent organization.
Financial data knowledge or expertise, particularly with Excel, data visualization, and AI tools.
Strong critical-thinking, quantitative, and analytical skills, with the ability to solve problems creatively.
Results-driven approach.
Legal authorization to work in the United States; employment visa sponsorship is not available now or in the future for this opening.
Willingness to comply with pre-employment screening, including drug testing, reference verification, and background checks, and to submit to a background investigation.
Willingness to work from an office in Stamford, Connecticut, or Boston, Massachusetts.

Nice To Haves

Strong understanding of equity products and markets.
Working knowledge of portfolio performance analytics and accounting.
Working knowledge of AI tools and experience integrating AI into existing business processes.
Prior finance- or operations-related functional experience.
Ability to understand complex concepts and relationships.
Strong organizational skills and attention to detail.
Experience using Bloomberg, AI tools, TIBCO Spotfire, Tableau, or other reporting tools.
Strong Excel and data analytics experience.
Strong client/service orientation.
Strong verbal, written, and presentation communication skills, including the ability to communicate strategically with internal stakeholders.
Demonstrated ability to influence outcomes and present to all levels of the organization.
Strong teamwork and interpersonal skills, with the ability to develop effective working relationships.
Ability to demonstrate initiative, work independently, self-direct, and set priorities in a dynamic environment.
High energy, an entrepreneurial mindset, and a positive, flexible attitude.
Demonstrated personal and professional integrity.

Responsibilities

Manage client accounts, client restrictions, and cash flows to add capacity for equity portfolio managers and analysts.
Manage daily client cash flows, futures and ETF hedging, and program trading.
Interface with portfolio managers, analysts, and IT/Systems teams to maintain and enhance investment-process tools.
Lead analysis and develop business requirements for investment data transformation projects affecting the fundamental equity team and investment processes.
Lead analysis, business requirements, and testing for data visualization dashboards and other investment-process tool enhancements.
Act as a subject matter expert in support of key business initiatives and cross-functional projects.
Identify process-improvement opportunities and drive operational efficiencies across the fundamental equity team and supporting functions.
Support data and technology platform transformations affecting investment tools and processes across asset classes.

Benefits

Retirement savings plan (401(k)) with company match.
Insurance coverage including basic life, medical, dental, vision, and long-term disability, with other optional additional coverages.
Paid time off, including vacation, sick leave, short-term disability, and leave for family care responsibilities.
Access to an Employee Assistance Program.
Eligibility for incentive compensation, including annual performance-based awards, subject to stated exceptions.
Eligibility for certain tax-advantaged savings plans.
Flexible Work Programs.
Development programs and educational support.
Paid volunteer days.
Matching gift programs.
Employee networks.
Competitive and comprehensive benefits; details vary by location.