- Portfolio monitoring and management
- Portfolio analytics and research
- Team support
- Assisting investment managers in the preparation and monitoring of daily cash flow and rebalancing activity for portfolios
- Providing assistance in the management of asset class fund of funds and strategic asset allocation portfolios
- Monitor cash and FX positions to avoid overdraft and alert PMs
- Monitor currency hedging and hedged ratio in liaison with the Portfolio management team
- Monitor portfolio positions in line with guidelines, risk and position limits and promptly escalate deviations to investment managers
- Develop and maintain portfolio oversight reports – performance and exposures for management oversight and non-standard, mandate-specific requirements
- Transaction Cost Analysis review to help the Portfolio management team in improving the trading process with the trading desk
- Custom client reporting, ad hoc client inquiries
- Investment review of underlying building blocks with a specific focus on fund (including ETF) monitoring – vendor concentration, cost effectiveness, consistency of performance results
- Run strategic and tactical optimizations on portfolio managers' behalf using the Investment Solutions Group's tools and inputs.
- Meeting with and providing information to fund managers; this might include summaries of research, investment ideas, key events from the proceeding day as well as key drivers for the day/week ahead
- Ensuring that all compliance regulations are met
- Building and generating reports regarding investment portfolios, performances and trends on a regular basis (from daily to quarterly)
- Maintaining dashboards and other governance monitoring tools
- Ability to work effectively in a team
- Commitment to further study and increase qualifications
- Good mathematical, decision-making and communication skills
- Understanding risks associated with investing
- Maintaining knowledge of market and economic trends
- Knowledge of FactSet and Bloomberg would be an additional asset
- 3+ years working in a financial institution or a finance-specific industry.
- A degree in one of the following disciplines is preferable:
- accounting
- economics
- finance
- mathematics
- statistics
Portfolio Management Analyst, Global Advisors, Officer - Kraków, Polska - State Street
Opis
Who we are looking for
The role supports Investment Solutions Group (ISG) Portfolio Managers and gets trained for Portfolio Manager role.
The role is to provide investment support to the portfolio management team of the Investment Solutions Group with a specific focus:
Ultimately, after receiving sufficient training on ISG investment process and tools, the selected individual will become Portfolio Manager who will perform regulated activity. This role cooperates with ISG investment teams in EMEA, North America and Asia Pacific.
This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.
Why this role is important to us
The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world's largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.
Join us if making your mark in the asset management industry from day one is a challenge you are up for.
What you will be responsible for
As Portfolio Management Analyst you will be in the following areas:
Portfolio monitoring and management
Portfolio analytics and research
Broad team support
What we value
These skills will help you succeed in this role
Education & Preferred Qualifications
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
#LI-Hybrid