This position is for a Portfolio Manager with State Street’s Investment Solutions Group (ISG), our multi-asset class investment team. For more than three decades, ISG has developed asset class-spanning products and services aimed at helping our clients realize their diverse goals. Our team is global with offices in Boston, London, Sydney and 7 other investment centers around the world. We value people who are highly self-motivated with the ability to execute independently but who are equally able to collaborate and work well in a team.
The Portfolio Manager will be responsible for the daily management of portfolios; effectuating portfolio trades, managing cash flow needs and monitoring and maintaining portfolio positioning for ISG clients. The position requires the ability to handle complex portfolios including custom strategic and tactical multi-asset portfolios and derivative based overlay solutions.
This role requires the person to be a great teammate with strong communication, analytical and collaborative skills, a willingness to be measured on performance and a desire to help build and grow a business. The successful candidate will have hands on experience with the investment process, preferably with experience in portfolio trading and portfolio management.
Responsibilities And Expectations
Manage client cash flows and portfolio rebalancing by executing portfolio transactions
Conduct portfolio analysis to consider appropriate position sizing and risk budgeting given client risk tolerance and current positioning
Perform analysis for the construction and management of liability based hedging and other derivative based solutions
Contribute to the market positioning process to provide input on market conditions and appropriate portfolio tilting, positioning, and risk management decisions
Provide oversight of positions in client portfolios to ensure investment objectives are met
Communicate with internal and external investment teams to support delivering on performance objectives and integrating new business opportunities
Position Requirements
Minimum of 5 years of experience in the investment banking or investment management industry
CFA or working towards a plus
Experience across asset classes
Experience with derivatives in a portfolio context and lifecycle management
Strong analytical and quantitative skills, detail oriented
Able to lead and prioritize multiple projects
Strong communication and decision making skills
Able to build and maintain professional relationships with internal and external parties
Thrives in a dynamic business building environment with changing priorities
Effective team player with a positive attitude
"Are you the right candidate? Yes!
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
About State Street Global Advisors
What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.
Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer.
Company: State Street Global Advisors"
Salary Range
$100,000 - $160,000 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.
Job ID: R-753338
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services, Investment Banking, and Investment Management
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