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About the Role

State Street Currency Management is seeking a Currency Portfolio Manager to join our team in Sydney, Australia. The Currency Portfolio Manager is central to the daily management and implementation of institutional client currency hedging strategies. The role requires a strong understanding of FX markets, portfolio management, risk and controls, and client servicing.

Responsibilities

Manage the daily implementation and oversight of currency hedging strategies for assigned institutional clients.
Monitor client portfolio exposures relative to current hedge positions and identify required rebalancing activity.
Ensure the completeness and accuracy of inbound client data, mandate compliance, portfolio calculations and client reporting.
Create and review FX orders, perform pre-trade due diligence and coordinate trade execution in accordance with client mandates.
Exercise sound judgment in managing client hedging programs, identifying potential data issues, mandate exceptions and operational risks, and escalating where appropriate.
Manage the full portfolio lifecycle, including rebalances and other client-directed or event-driven transactions.
Contribute to complex client events, including new client implementations, restructurings, and transitions.
Perform post-trade review and ensure transactions and portfolio positions have been accurately reflected within Currency Management systems.
Monitor portfolio-level risks, including hedge ratios, currency exposures and client-specific mandate requirements.
Work closely with the global Currency Management team in Sydney, London and Boston to provide effective global coverage and seamless transition of responsibilities between regions.
Partner with trading colleagues on execution strategy, counterparty considerations and transaction-cost analysis where appropriate.
Participate in client due diligence meetings, service reviews, new-business presentations and ongoing client inquiries.
Contribute to enhancements to portfolio-management processes, controls, technology and monitoring capabilities.
Maintain a strong risk and control mindset, ensuring that portfolio-management activities are performed in accordance with established policies, procedures and client requirements.
Manage responsibilities within a global operating model where client portfolios, instructions and issues may transition between regions.

Requirements

Demonstrated experience in currency portfolio management, FX markets, portfolio implementation or a related institutional investment-management function.
Strong understanding of FX products, particularly spot, forwards and swaps.
Experience managing institutional client portfolios or implementing hedging strategies.
Strong analytical skills with the ability to evaluate portfolio exposures, hedge positions and transaction requirements.
Excellent attention to detail and a demonstrated ability to operate accurately within time-critical deadlines.
Sound judgment and the ability to identify unusual data, portfolio or trading activity and escalate appropriately.
Strong understanding of investment-management risk and control principles.
Ability to communicate effectively with institutional clients and internal stakeholders.
Ability to work independently while contributing effectively within a global team.
Strong problem-solving skills and a proactive approach to process and control improvements.
Genuine interest in financial markets, currencies and institutional portfolio management.
Relevant experience within institutional asset management, currency management, investment operations or global markets.
Experience with FX trading and portfolio-management platforms is beneficial.
Knowledge of transaction-cost analysis and execution-quality monitoring is advantageous.

Skills

FX markets
Portfolio management
Risk and controls
Client servicing
FX products (spot, forwards, swaps)
Analytical skills
Attention to detail
Judgment
Communication
Problem-solving

Location

Sydney, Australia

Work Type

Full-time

Experience Level

Institutional client portfolio management
FX markets
Portfolio implementation
Institutional investment-management function
Managing institutional client portfolios
Implementing hedging strategies
Institutional asset management
Currency management
Investment operations
Global markets

Education Level

Bachelor's degree in Finance, Economics, Mathematics, Engineering or another quantitative discipline.
CFA designation or progress toward the CFA is preferred.

Benefits

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

About the Company

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.
State Street Currency Management is seeking a Currency Portfolio Manager to join our team in Sydney, Australia.
The team you will be joining is a part of State Street Markets (SSM).
When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to the SSM business unit.
As our investment research and trading arm, SSM’s number one goal is to enhance and preserve our clients’ portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.

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.