At a Glance
- Tasks: Support investment management and enhance portfolio processes in a dynamic team.
- Company: Join State Street Investment Management, a global leader in asset management.
- Benefits: Enjoy flexible work-life balance, paid volunteer days, and inclusive development opportunities.
- Other info: Collaborative culture with excellent career growth and diverse team dynamics.
- Why this job: Make an impact in the finance world while growing your skills in a supportive environment.
- Qualifications: 3+ years in finance, strong Excel skills, and a passion for equity management.
The predicted salary is between 50000 - 60000 £ per year.
To initially provide investment support to the 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, you will 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 $3 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.
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 manage 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 needed
- Provide custom client reporting, performance and attribution analysis and risk analytics as needed
- Work with investment managers to improve efficiency of processes and workflow
- Assist in building required reports and presentations for internal governance committees
- Portfolio management duties: monitor tracking, risk and exposure; trade for index changes and cash flows; measure and attribute performance
What We Would Like You To Be
- Excellent verbal and written communication skills
- Ability to work effectively in a team, provide support, and prioritize workload
- Initiative, flexibility, and creative problem‑solving mindset
- Absolute attention to detail and high degree of accuracy 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
- Fundamental curiosity and passion for 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 is 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‑motivate 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 is 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.
