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State Street Bank
Institutional Client Group Sales Analyst for UK and Ireland, State Street Global Advisors, Senior Associate, Hybrid
State Street Bank
location iconLocations: Kraków
level iconLevel: specialist
time iconWorking hours: Full time
Institutional Client Group Sales Analyst for UK and Ireland, State Street Global Advisors, Senior Associate, Hybrid
Location: Kraków

Who we are looking for

In this role you will primarily support our UK and Ireland Sales Team Account Executives (AEs) in their day to day sales related activities. Areas of focus include assisting with meeting follow up, client and market research, Requests for Proposal oversight and collateral and presentation development. Ability to speak other European languages such as German and Italian is preferred. Your work will directly support the growth and retention of our assets under management. This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Why this role is important to us

The team you will be joining is a part of State Street Global Advisors, one of the biggest asset managers in the world, that provides services to the world’s governments, institutions and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

Join us if making your mark in the asset management industry from day one is a challenge you are up for.

What you will be responsible for

As Institutional Institutional Client Group Sales Analyst for UK and Ireland you will

  • Support sales meeting preparation and follow up

    • Support AEs in preparing and collecting presentation decks and investment collateral materials for prospect or client meetings

    • Assist with meeting follow up, packaging materials such as factsheets, performance track records and thought leadership

    • Support AEs in creation and analysis of pricing proposals

    • Engaging stakeholders across the organisation (Investments, Operations, Marketing and Product) as needed to manage preparation and follow up

  • Contribute to creation and execution of Marketing campaigns and client event coordination

    • Partner with Marketing to plan and implement client events

    • Act as liaison with Investments and Marketing to manage Marketing campaign collateral creation and distribution lists

    • Maintain Salesforce Marketing contact data

  • Oversee Request for Proposals / Requests for Information process

    • Partner with the AE to own the timely and accurate response to RFP/ RFIs through engagement with stakeholders and oversight of RFP through the process

  • Research Market and Client Trends

    • Scan the news and public sources to identify investment and other trends impacting clients and prospects

    • Analyze and summarize key industry investments reports

  • Assist with Salesforce data maintenance and management reporting as needed

    • Partner with AEs to ensure accurate Salesforce data for contacts, sales opportunities and business at risk

    • Aide in creation of management reporting as needed

What we value

These skills will help you succeed in this role

  • Strong analytical thinking, problem solving, research, time management, verbal and written communication skills

  • Self-starter mentality with a high degree of follow through; can own and take tasks through to completion

  • Ability to manage multiple priorities in multifaceted deadline driven environment

  • Willingness to take hands on approach to accomplish goals

  • Knowledge/experience with using is preferred

  • Capability to take ownership and initiative, to negotiate, influence and build consensus

  • Ability to collaborate with individuals across business units/lines to achieve results

Education & Preferred Qualifications

  • Min 2-3 years of experience in client facing team, preferably in asset management industry with a sales background

  • Ability to speak other European languages (German and/or Italian) preferred

  • Strong interest and understanding of financial markets

  • Familiarity working across European markets

  • University degree in business-related discipline preferred (e.g. Finance, Economics or Marketing)

We offer

  • Employee savings plan

  • Premium life insurance package

  • VIP medical package

  • International operating environment

  • Language classes

  • Soft skills trainings

  • Technical workshops

  • Development sessions with a mentor

  • Diversity of opportunities across a range of challenging and highly complex activities

  • Technical or leadership career pathway

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program 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 perspective 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. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. 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 program 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.

This job is no longer available

Recruitment process for this position has ended.


  • iconAnalytics & Reporting, Sales, Banking
  • iconEnglish
  • iconKraków, małopolskie

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