Role description summary / Purpose of the role:
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.
What we will ask you to do:
Portfolio Management - you will have responsibility for various daily tasks associated with managing index funds such as: monitoring tracking, risk and exposure, trading for index changes and cash flows, performance measurement and attribution
Analysis of upcoming corporate actions for value add or wealth preservation opportunities
Working with investment managers to improve efficiency of processes and workflow, with a strong emphasis on technology-enabled solutions
Project work may include working 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
What we would like you to be:
The successful candidate should possess good mathematical, decision-making and interpersonal skills.
Excellent verbal and written communication skills
A good understanding of Factset, advanced Excel, and coding knowledge would be useful
Demonstrated interest in and hands-on use of AI tools
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
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 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
Education & Qualifications:
An undergraduate degree
Ideally a finance related post grad / CFA (or equivalent)
Experience requirement: 3+ years working in a financial institution or a finance-specific industry. You will have a good practical understanding of index funds and ideally experience working within, or closely with, an equity fund management team or similar group.
Salary Range:
$90,000 - $157,500 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our 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 (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
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