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Model Portfolios Program Analyst, State Street Global Advisors, Associate2

  • Wymiar czasu: pełny
  • lokalizacja: Kraków
  • Data ważności oferty: 19.08.2023
State Street Bank

Model Portfolios Program Analyst, State Street Global Advisors, Associate2

Krakow

Investment Management
Job ID: R-732227
Full time

Who we are looking for

The Program Development Specialist will be responsible for supporting the operational infrastructure, product management and sales effort of the State Street ETF Model Portfolio business.

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 Program Development Specialist you will

  • Platform Management: In collaboration with relationship managers ensure State Street Model Portfolios are accurately and fully represented on our client platforms (e.g. naming conventions).
  • Marketing Collateral: In close collaboration with partners in sales and product marketing, create and maintain industry leading collateral for our model portfolio offering
  • Client Onboarding: manage internal requirements to onboard new model portfolio platforms
  • Business Reporting: provide regular updates on the model portfolio business and sales results to senior management
  • Investment Content: in conjunction with the Investment Solutions Group and Model Portfolio Strategist develop content for both internal and external audience to drive sales of model portfolios
  • Competitive Analysis: analyze model portfolio landscape and shelf space at target firms, identify attractive market share opportunities

What we value

These skills will help you succeed in this role

  • Communication skills, both verbal and written
  • Highly organized, and a self starter
  • Ability to work effectively in a team, providing support as required
  • Ability to use initiative, demonstrate flexibility and think creatively to solve problems
  • Ability to prioritize workload and work to tight deadlines
  • Ability to quickly master new technology systems and databases
  • Absolute attention to detail  and high degree of accuracy when working under pressure
  • Commitment to further study and qualifications (preferably CFA  or studying for CFA designation)
  • Knowledge of Microsoft Excel, VBA, PowerPoint and Factset

Education & Preferred Qualifications

  • Bachelors Degree or equivalent
  • 1-3 years of financial services experience
  • CFA or progress towards is viewed favorably

Additional requirements

  • Self-motivated
  • Enthusiastic
  • Self-reliant

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 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. We warmly welcome 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 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.

Discover more at StateStreet.com/careers

Apply

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