Equity Portfolio Management, Officer, State Street Investment Management

Role Summary/Purpose

The Implementation Portfolio Management team manages approximately 35 client portfolios that substantially replicate portfolios run by SSIM Stamford's Active Fundamental Equity portfolio managers and analysts. In addition to client portfolio management, they also provide PM and portfolio support across a broad spectrum of processes and technologies to enhance the equity investment process.

Essential Responsibilities

• Leverage operational and investment knowledge to add capacity for Equity PMs & analysts to focus on core strategies by managing client accounts, client restrictions & cash flows
• Daily client cash flows, futures/ETF hedging & program trading
• Interface between portfolio managers, analysts, and IT/Systems teams to maintain and enhance investment process tools
• Lead analysis and business requirements for investment data transformation projects impacting fundamental equity team and investment processes
• Lead analysis, business requirements and testing of data visualization dashboards and other investment process tool enhancements
• Act as a subject matter expert in support of key business initiatives and cross functional projects
• Drive operational efficiencies across fundamental equity team & supporting functions by identifying process improvement opportunities
• This role will also have a project focus in addition to client investment management, as our team works through data and technology platform transformations impacting many of our investment tools and processes across asset classes

Basic Requirements

• Bachelor's Degree preferably in a finance, operations and/or technology-related discipline
• Minimum of 2 years of experience in an investment management, operations, or equivalent organization
• Financial data knowledge/expertise with particular emphasis on Excel / Data Visualization / AI tools
• Strong critical thinking, quantitative and analytical skills with ability to creatively problem solve
• Results driven

Essential Requirements

• Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas now or in the future for this job opening.
• MUST be willing to comply with pre-employment screening including but not limited to drug testing reference verification and background check.
• Must be willing to submit to a background investigation as part of the selection process.
• Must be willing to work out of an office located in Stamford CT or Boston MA

Desired Characteristics

• Strong understanding of equity products and markets
• Working knowledge of portfolio performance analytics and accounting
• Working knowledge of AI tools and experience integrating AI into existing business processes
• Prior finance- or operations-related functional experience
• Ability to understand complex concepts and relationships
• Highly organized with strong attention to detail
• Experience using Bloomberg, AI Tools, TIBCO Spotfire, Tableau or other reporting tools
• Strong Excel/data analytics experience
• Strong client/service orientation
• Strong communication skills: verbal written and presentation; ability to effectively communicate strategically with internal stakeholders
• Demonstrated ability to influence outcomes and present to all levels of the organization
• Strong team player - excellent interpersonal skills, able to develop strong working relationships with team members
• Ability to demonstrate initiative and work independently; aptitude to self-direct and set priorities in a dynamic environment
• High energy level, entrepreneurial mindset, positive flexible attitude
• Demonstrated personal and professional integrity

About State Street Investment Management

What We Do. As the asset management arm of State Street Corporation, State Street Investment Management 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 Investment Management, 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.

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.

Salary Range

$75,000 - $123,750 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

Job Application Disclosure

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.