Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage dynamic currency portfolios and collaborate with teams to deliver strong client outcomes.
- Company: Join State Street, a global leader in investment management.
- Benefits: Flexible work-life support, paid volunteer days, and inclusive development opportunities.
- Why this job: Shape the future of finance while making a real impact on client success.
- Qualifications: Strong understanding of FX hedging strategies and analytical skills required.
- Other info: Dynamic environment with opportunities for career growth and professional development.
The predicted salary is between 36000 - 60000 £ per year.
Join a dynamic global exposure management team managing both passive and dynamic currency portfolios across fixed income, equity, and multi-asset strategies. This portfolio management role involves trade generation, monitoring, and broader portfolio management responsibilities, including collaboration with the LDI (Liability-Driven Investment) team. You will also collaborate with the other portfolio managers in the team in the day-to-day management of the currency overlay business, with a focus on delivering strong client outcomes and minimizing operational risk. Over time, you will take ownership of individual accounts and engage directly with clients.
Key Responsibilities:
- Design, implement, and monitor internal and external FX hedging programs in line with investment guidelines across developed and emerging markets.
- Collaborate with the FX trading desk to provide trade instructions, manage roll schedules, and address portfolio-specific hedging needs.
- Support new account onboarding by coordinating with legal, compliance, and client service teams.
- Proactively contribute to the enhancement of internal systems and processes in partnership with the technology team.
- Monitor and analyze portfolio performance, ensuring alignment with client objectives and risk parameters.
- Respond to client and consultant inquiries regarding hedging programs and portfolio activity.
- Assist in client servicing efforts, including the preparation and delivery of presentation materials and reporting packages.
- Uphold the highest fiduciary standards in all aspects of portfolio management.
- Participate in the management of LDI portfolios over time.
Skills & Experience:
- Strong understanding of passive and dynamic FX hedging strategies.
- Familiarity with major currency hedging index methodologies.
- Solid grasp of macroeconomic trends and their influence on currency markets.
- Experience with FX tenor management is a plus.
- Highly analytical with the ability to interpret complex performance attribution and large datasets.
- Exceptional attention to detail and accuracy, especially under time-sensitive conditions.
- Strong interpersonal and communication skills, both written and verbal.
- Ability to work independently and collaboratively within a team environment.
- Proficiency in Excel; experience with Bloomberg and VBA is advantageous.
- Advanced degree and/or CFA designation (or progress toward it) is preferred.
Personal Attributes:
- High integrity and professional ethics.
- Strong organizational and time management skills.
- Analytical and systematic thinker with a keen eye for detail.
- Collaborative team player with a proactive and positive communication style.
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.
Currency Portfolio Manager, Assistant Vice President employer: CFA Institute
Contact Detail:
CFA Institute Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Currency Portfolio Manager, Assistant Vice President
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in currency management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your FX hedging strategies and macroeconomic trends. We want you to be able to discuss how these factors influence currency markets confidently!
✨Tip Number 3
Showcase your analytical skills during interviews. Be ready to interpret complex datasets and performance attribution examples. We love seeing candidates who can think critically under pressure!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at State Street.
We think you need these skills to ace Currency Portfolio Manager, Assistant Vice President
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Currency Portfolio Manager role. Highlight your understanding of FX hedging strategies and any relevant analytical skills to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about currency portfolio management and how your background aligns with our team's goals. Keep it engaging and personal.
Showcase Your Analytical Skills: Since this role requires a strong analytical mindset, be sure to include examples of how you've tackled complex datasets or performance attribution in your previous roles. We love seeing those problem-solving skills in action!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at CFA Institute
✨Know Your FX Strategies
Make sure you brush up on both passive and dynamic FX hedging strategies before the interview. Be ready to discuss how these strategies can be applied in real-world scenarios, especially in relation to the job's focus on managing currency portfolios.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical prowess by discussing past experiences where you've interpreted complex datasets or performance attribution. Use specific examples that highlight your attention to detail and ability to work under pressure.
✨Understand the Client Perspective
Since client outcomes are a priority, think about how you can articulate your approach to client servicing. Be prepared to discuss how you would handle client inquiries regarding hedging programs and portfolio activity, showcasing your communication skills.
✨Collaborate and Communicate
This role involves working closely with various teams, so be ready to talk about your collaborative experiences. Share examples of how you've successfully worked with others, particularly in high-stakes environments, to enhance internal systems or processes.
