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Job Views:  
190
Applications:  63
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Job Code

1736468

State Street - Client Portfolio Specialist - Fixed Income

State Street Corporation.4 - 8 yrs.Bangalore
Posted 4 days ago
Posted 4 days ago

About the role:

State Street Investment Management is the asset management business of State Street Corporation, one of the world's leading providers of financial services to institutional investors with over $6.3 trillion in assets under management and a heritage dating back over two centuries. Backed by the strength and stability of the State Street organization, SSIM makes continual investments in asset management and client servicing platforms, resulting in a client-focused, solutions-driven orientation.

Key Responsibilities:

- Serve as an internal subject matter expert for a wide range of Fixed Income strategies specifically. Have a strong understanding of indexed (passive) fixed income products within Global Agg, Corporates, EMD, cash, etc.

- Support senior Client Portfolio managers (CPMs) in development of marketing collateral related to systematically active fixed income, loans as well as other indexed fixed income products.

- Make use of understanding of portfolio construction and data analytical techniques to derive meaningful portfolio performance, attribution insights and commentary on regular basis.

- Develop a strong understanding of the competitive landscape and regularly produce insightful competitor analysis.

- Contribute to thought leadership publications through idea generation as well as market data analysis.

- Leverage SQL and portfolio analytics tools to produce portfolio and benchmark comparison analysis across a range of financial, risk, sustainability, and climate-related metrics.

- Support the delivery of high-quality portfolio reporting and data-driven insights, identifying key trends, exposures and drivers of portfolio outcomes.

- Analyse datasets to evaluate portfolio positioning relative to benchmarks and contribute to investment, client and business reporting requirements.

- Support new business proposal requests and new business pitches as well as existing portfolio-related requests from sales teams, relationship managers and portfolio managers with short turnaround time.

- Help prepare and eventually participate in client portfolio review meetings as subject matter expert.

- Work seamlessly and collaborate with / mentor junior team members as necessary.

- Partner with other team members, and client reporting teams to explore automation and streamline standardized deliverables, enhancing overall efficiency.

Qualifications:

Successful candidates will have a advanced degree (MBA or similar) degree or strong global fixed income market exposure and some combination of the following:

Experience:

- Extensive knowledge of and intellectual curiosity in Fixed Income.

- Around 4 - 8 years of relevant investment experience.

- Strong communication and partnership skills. Experience with institutional client relationships is a plus.

- Master's degree/ CFA/ FRM is preferred, or progress towards.

Technical Skills:

- Strong data analytical skills with advanced knowledge of Microsoft excel. Knowledge of Python and databases in a plus.

- Mix of qualitative and quantitative skills with ability to derive meaningful insights from data.

- Strong Knowledge of Bloomberg Portfolio Reporting (PREP), Bloomberg Terminal, eVestment, Morningstar.

- Working knowledge of portfolio attribution techniques.

- Proficient in macroeconomics, capital markets and the competitive landscape.

Fundamental Skills:

- Highly motivated and ability to multitask.

- Attention to detail and high degree of accuracy.

- Problem solving: creative thinking and process improvements.

- Strong written communication skills with the ability to develop client facing material.

- Very comfortable working in a collaborative culture across a range of fixed income strategies.

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Job Views:  
190
Applications:  63
Recruiter Actions:  3

Job Code

1736468

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