State Street - Active Quantitative Equity Portfolio Specialist - CFA

The Portfolio Strategy team is a group of investment professionals who have attained deep expertise in one or more asset classes at SSGA. We act as facilitators between the investment areas and the sales teams and provide standardized and custom information about strategies to clients and client-facing groups.

- These communications can take the form of written investment content or market commentary. Portfolio Specialists play an active and important role in new product development and serve as an important contact for Legal and Compliance on all investment product-related communication.

Portfolio Specialists are high-energy and organized individuals. Our specific skills include :

- Serving as internal subject matter authority for SSGA's Active Quantitative Equity (AQE) strategies. You would work closely with portfolio management and research teams to understand how changes in the portfolios impact performance. The Active Quantitative Equities (AQE) group is the SSGA investment team that develops and manages approximately $30 billion in quantitatively driven active equity strategies on behalf of our clients. Strategies managed in both developed and emerging markets include Enhanced, Defensive, Active, and Market Neutral portfolios.

- Clearly articulating investment the process, you would deliver high-quality marketing content and provide ongoing updates about the investment philosophy, process, and performance of AQE portfolios.

- Analyze portfolio analytics and evaluate model portfolios.

- Write weekly, monthly and quarterly market commentaries for publication.

- Assist in updating strategy collateral, including factsheets, cheat sheets, presentations, etc.

- Assist in developing content and messaging of designated strategies and ensuring consistency of presentation standards in all internal and external communications.

- Assist in the writing and review of RFI/RFP investment responses

- Developing and maintaining content and messaging of designated strategies, you would ensure consistency of presentation standards in all client communications

- Participating in investment strategy meetings, we support the development of custom solutions and provide custom messaging and building material that explains performance and portfolio positioning.

- Liaise with the outsourced Content Management team and Portfolio Analysts to prepare and analyze month-end and quarter-end client reports.

Qualifications :

You will have a B.Tech/MBA or similar degree and will have some combination of the following skills/experience :

- Rigorous attention to detail

- Strong written communication skills

- Direct or indirect experience in equity investment strategies

- 3-8 years of investment experience

- CFA or pursuing the CFA designation

A Portfolio Specialist will possess the following technical knowledge :

- Proficient in PowerPoint, Excel, and Word.

- Knowledge of Bloomberg, FactSet, and Morningstar Direct preferred

- Excellent quantitative skills are required, in particular, the ability to analyze and evaluate numerical data and present findings

- Ability to demonstrate initiative and multitask

- Application of creative thinking to problems and systems/process improvements

- Attention to detail and a high degree of accuracy

- Excellent communication skills, both written and verbal, with the potential to develop presentation skills

Our promise to maintain an environment where every employee feels valued and can meet their full potential infuses the things we value.

It's also part of our dedication to inclusion, development and engagement, and corporate social responsibility.

You'll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.

State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability.