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Role description summary / Purpose of the role: To provide investment support to Global Equity Beta Solutions (GEBS) portfolio management team with a specific focus on Decision Support, Portfolio and Index Analysis, Process and System Enhancement and ad hoc support. This team provides support in all EMEA, North America and Asia Pacific regions. Who we are: State Street Global Advisors (SSGA) is a global leader in institutional asset management, entrusted with more than $2.78 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. SSGA 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:
Manage of index pipeline
Create of single stock group draft trades
Analysis of upcoming corporate actions including scrip dividends
Update client specific guidelines in portfolio management tools and management of client restricted lists in RJL
Support ETF basket process
Build trade lists (stock, FX, futures) to be reviewed/submitted by GEBS Investment Managers
Monitor portfolios against index and liaise with IM as the need arises
Develop Smart Beta analytics and reporting to demonstrate 'benefit' in index portfolios
Custom client reporting, performance and attribution analysis and 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
What we would like you to be: The successful candidate should possess good mathematical, decision-making and interpersonal skills.
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
Commitment to further study and qualifications (preferably CFA or studying for CFA designation)
KNF (Polish Financial and Supervisory Authority) certificate of Investment Advisor would be beneficial
Knowledge of Microsoft Excel, VBA and PowerPoint
Awareness or risks associated with investing
Maintaining knowledge of market and economic issues
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 in one of the following disciplines 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.