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Institutional Client Group Consultant Relations Analyst, State Street Global Advisors, Senior Associate, Hybrid
Location: Kraków

Who we are looking for

In this role you will work closely with our Consultant Relations Team to support the development and maintenance of our Consultant relationships with a particular focus on UK and Ireland. Areas of focus include assisting with market and competitive analysis, enhancing our understanding of Consultants, developing a database knowledge and maintenance strategy, and assisting with Requests for Proposal and Due Diligence Questionnaire oversight. Your work will directly support enhancing our consultant relationships and our growth and retention of 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 Client Group Consultant Relations Analyst you will

  • Advance Consultant organizational insights

    • Identify and maintain Consultant Organisational structures

    • Categorise decision makers and map back to sales and engagement strategy

    • Create information sharing structure across EMEA teams

    • Enhance EMEA team understanding of Salesforce data capture related to Consultant and Client connections and establish process for maintenance

  • Research Market and Consultant Trends

    • Develop framework to leverage meeting insights, recommendations and feedback for trend analysis

    • Identify investment, regulatory and other trends impacting the consultant and client landscape

    • Perform competitive analysis

  • Develop Consultant and Market Database knowledge to support sales and engagement strategies

    • Identify how databases are used, by whom, and create structure to incorporate this information into our strategy

    • Enhance utilization of databases to gather market and competitive analysis

    • Partner with COO team to create database maintenance strategy

  • Oversee Request for Proposals and Due Diligence Questionnaire process

    • Partner with the Consultant Relations Team to own the timely and accurate response to RFP/ DDQs through engagement with stakeholders and oversight of the process

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 Salesforce.com 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 research or analytical background

  • 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.

Details

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

Company profile

  • About us
  • Job offers (191)

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