State Street - Fixed Income Portfolio Specialist

Fixed Income Portfolio Specialist - State Street Investment Management

Description:

Key Responsibilities:

- Serve as an internal subject matter expert for a wide range of Fixed Income strategies specifically

- Systematic Active Fixed Income and sub-IG segments (Loans, high yield, private credit).

- Have a strong understanding of indexed (passive) fixed income products within core sectors (Global Agg, Corporates, EMD), cash and currencies.

- 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

- 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 5-10 years of relevant investment experience

- Strong communication and partnership skills.

- Experience with institutional client relationships is a plus.

- Masters 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