Organization: State Street Investment Management

Job Title: Client Portfolio Analyst, Systematic Equity Investments

Location: Bangalore

Job Summary:

The Portfolio Analyst is part of the Client Portfolio Management team who act as facilitators between the investment/portfolio management teams and the sales and client facing teams. The analyst is responsible for providing standardized and custom information about investment strategies to both internal (sales, client service, etc.) and external groups. These communications typically take the form of client presentation materials, analysis of portfolios characteristics such as performance, attribution and written commentary or RFP responses. Portfolio Analysts also play an active and important role in supporting the day to day activities of SSIM’s Portfolio Specialists.

The hierarchy is from senior to Junior

Portfolio Strategists à Portfolio Specialists à Portfolio Analysts.

Key activities of a portfolio analyst include-

• Production and maintenance of high quality support collateral including:Prospective client presentations
• Client Review Decks
• Client/Marketing letters & other collateral
• DDQ, RFP and ad-hoc inquiry support attached to indexed fixed income strategies
• Recurring general and client specific commentaries related to market moves and impact
• Tracking of book of business, new business pipeline activity, analyzing industry and client flows.
• Insightful analysis of portfolio performance and attribution, linking it with country and region specific events and economic data releases.
• Assisting specialists and strategists in client specific ad-hoc analysis.
• Assist in creating efficient processes for recurring deliverables, and try to get them automated
• Areas of primary focus: Indexed Equity.

Qualifications:

• 2+ years of overall experience in the financial services industry. Equity experience an added plus.
• Attainment of an degree in business or finance, and/or progress towards a CFA/FRM designation is a strong plus.
• Excellent excel quantitative skills are required, in particular the ability to analyze and evaluate large sets of numerical data and present and explain findings. Exposure to Python is an added advantage.
• Previous experience working with financial software (Bloomberg, Fact Set), any other proprietary attribution tools.
• Basic understanding of how an Asset manager works, and the various types of financial products (pooled vehicles, ETFs, mandates) and services offered by them.
• Positive attitude, strong work ethic, rigorous attention to detail, ability to work independently without constant supervision, yet also maintain strong relationship across counterparts globally.

About State Street

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.

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.

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