The Portfolio Analyst is part of the Portfolio Strategy team and acts as a facilitator between the investment/portfolio management 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 portfolio characteristics such as performance, attribution, and written commentary or RFP responses. Portfolio Analysts also play an active and vital role in supporting the day-to-day activities of SSGA's Portfolio Specialists. The hierarchy is from senior to Junior. Portfolio Strategists - Portfolio Specialists - 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 - Positive attitude, strong work ethic, rigorous attention to detail, ability to work independently without constant supervision, yet also maintain strong relationship across counterparts globally.Tracking book of business, new business pipeline activity, analyzing industry and client flow. - 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, such as building model portfolios - abiding by various risk tolerance limits, client-specific country, ratings & maturity exclusions, and liquidity constraints. - Assist in creating efficient processes for recurring deliverables, and try to get them automated - Areas of primary focus: Indexed Fixed Income. Qualifications: - 2+ years of overall experience in the financial services industry. Fixed Income 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. - Previous experience working with financial software (Bloomberg HPA, Barclays POINT, Bloomberg PORT/IQ/PREP, JPM Data Query, Barclays Bond Screening tool), 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.

Bangalore

State Street - Fixed Income Portfolio Analyst 

State Street - Fixed Income Portfolio Analyst  ,Job Description for State Street - Fixed Income Portfolio Analyst  in StateStreet in  Bangalore for (2-5) years of experience. Apply Now!

Job Description for State Street - Fixed Income Portfolio Analyst  in StateStreet in  Bangalore for (2-5) years of experience. Apply Now!