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About the Role

This role will initially support the Systematic Equity Beta (SEB) portfolio management team in day-to-day investment activities. Training will be provided across all aspects of index fund management, with the expectation that upon reaching the required level of competence, the job holder will assume responsibility for managing equity portfolios across the spectrum of index capabilities, including rebalancing, risk monitoring, and exposure management.

Responsibilities

Manage passive equity portfolios, including daily portfolio monitoring, cash management, investing/divesting cash flows, trade construction & execution.
Analyze index changes and corporate actions decisions, helping to formulate and execute the most appropriate implementation strategy.
Perform performance attribution analysis and explain tracking results.
Attain/maintain a good understanding of equity markets around the world and index vendor methodologies.
Provide high-level service for client-facing teams, including helping to respond to client needs, prepare materials for presentations, and draft investment reports.

Requirements

Excellent numeracy skills, particularly the ability to analyze and evaluate numerical data and present findings.
Absolute attention to detail and high degree of accuracy when working under pressure.
Ability to demonstrate initiative.
A flexible approach to work, with the ability to be both proactive and responsive.
Application of creative thinking to problems and systems/process enhancements.
Ability to prioritize own workload and respond to immediate deadlines.
Excellent communication skills, both written and verbal, with the potential to develop presentation skills.
A good team player who interacts with different members of the team, providing support where necessary.
Fundamentally curious and passionate about equity investment.
Either currently studying for or planning to take CFA exams (preferable).
Computer literate, especially for Microsoft Office applications.
Demonstrable knowledge of different investment instruments (not necessarily equities).
Demonstrable knowledge of how investment performance is calculated.

Skills

Numerical data analysis
Attention to detail
Initiative
Flexibility
Proactive and responsive work approach
Creative thinking
Workload prioritization
Written communication
Verbal communication
Teamwork
Curiosity
Passion for equity investment
Microsoft Office proficiency

Education Level

Ideally a graduate with a finance / economics related degree with good understanding of the investment industry.
Previous experience within financial services industry will be advantageous.
Existing experience at State Street, with demonstrable knowledge of State Street systems will be viewed highly.

Benefits

Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks

About the Company

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.
State Street IM is the investment management arm of State Street Corporation, one of the world’s leading providers of financial services to institutions.
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.

Equal Opportunity

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.