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State Street Bank
State Street Bank
location iconLocations: Kraków
level iconLevel: specialist
time iconWorking hours: Full time
Investment Solutions Portfolio Management, State Street Glob al Advisors, Off
Location: Kraków

Why this role is important to us

The role supports Investment Solutions Group (ISG) Portfolio Managers and gets trained for Portfolio Manager role.

The role is to provide investment support to the portfolio management team of the Investment Solutions Group with a specific focus:

  • Portfolio monitoring and management
  • Portfolio analytics and research
  • Team support

Ultimately, after receiving sufficient training on ISG investment process and tools, the selected individual will become Portfolio Manager who will perform regulated activity. This role cooperates with ISG investment teams in EMEA, North America and Asia Pacific.

This role can be performed in a hybrid mode, where you can balance work from home and office to match your personal needs with the role requirements.

The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. 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

The role is to provide investment support to the portfolio management team of the Investment Solutions Group with a specific focus:

  • Portfolio monitoring and management
  • Portfolio analytics and research
  • Team support

Ultimately, after receiving sufficient training on ISG investment process and tools, the selected individual will become Portfolio Manager who will perform regulated activity. This role cooperates with ISG investment teams in EMEA, North America and Asia Pacific.

This role can be performed in a hybrid mode, where you can balance work from home and office to match your personal needs with the role requirements.

The role will focus on the following missions:

Portfolio Monitoring and Management

  • Assisting investment managers in the preparation and monitoring of daily cash flow and rebalancing activity for portfolios
  • Providing assistance in the management of asset class fund of funds and strategic asset allocation portfolios
  • Monitor cash and FX positions to avoid overdraft and alert PMs
  • Monitor currency hedging and hedged ratio in liaison with the Portfolio management team
  • Monitor portfolio positions in line with guidelines, risk and position limits and escalate promptly to managers deviations

Portfolio Analytics and research

  • Develop and maintain portfolio oversight reports – performance and exposures for management oversight and non-standard, mandate-specific requirements
  • Transaction Cost Analysis review to help the Portfolio management team in improving the trading process with the trading desk
  • Custom client reporting, ad hoc client inquiries
  • Investment review of underlying building blocks with a specific focus on fund (including ETF) monitoring – vendor concentration, cost effectiveness, consistency of performance results
  • Run strategic and tactical optimizations on portfolio managers’ behalf using the Investment Solutions Group’s tools and inputs.

Broad Team support

  • Meeting with and providing information to fund managers; this might include summaries of research, investment ideas, key events from the proceeding day as well as key drivers for the day/week ahead
  • Ensuring that all compliance regulations are met.
  • Building and generating reports regarding investment portfolios, performances and trends on a regular basis (from daily to quarterly).
  • maintain dashboards, build meeting report packages preparing periodic fund/strategy commentary and providing them to relevant stakeholders

What we value

These skills will help you succeed in this role

The candidate should demonstrate:

  • Good mathematical, decision-making and communication skills
  • Understanding risks associated with investing
  • Maintaining knowledge of market and economic trends
  • Knowing various investment types, such as mutual funds, stocks and bonds
  • Good communication skills
  • Ability to work effectively in a team
  • Initiative, flexibility and innovation
  • Interest in current affairs and an appreciation of their impact on the market
  • Commitment to further study and increase qualifications
  • Language skills and a global mind-set - for international organizations
  • Possess CFA certification or committed to reach the CFA certification in the short term (1-3 years)
  • Knowledge of Microsoft Excel, VBA and PowerPoint
  • Programming skills (VBA and Matlab)

Computer literacy is essential although some IT skills can be acquired during training. Excel is particularly important as roles often involve financial modelling and projection work. You'll also be expected to use Bloomberg and/or other financial information platforms.

Education & Preferred Qualifications

A degree in one of the following disciplines is preferable:

  • accounting
  • economics
  • finance
  • mathematics
  • statistics.

Experience requirement: 3+ years working in a financial institution or a finance-specific industry

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, Finance & Accounting, Banking
  • iconEnglish
  • iconKraków, małopolskie

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