Portfolio Management Analyst, AVP

State Street Corporation
London, United Kingdom
15 May 2023
28 May 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Who we are looking for
The Portfolio Management Analyst (PMA) is central to the risk management and operating efficiency of the Currency Management business at SSGM. The PMA delivers support to the Currency Portfolio Management team in the implementation of client mandates while collaborating with team leads across the Currency Management business to drive portfolio management- and execution-related strategic initiatives.

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 Markets (SSGM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.
Join us if making your mark in the capital markets industry from day one is a challenge you are up for.

What you will be responsible for
As Portfolio Management Analyst, Assistant Vice President you will
  • Assist currency portfolio managers in daily operations, ensuring completeness and accuracy of: inbound data receipt, mandate compliance, and client reporting.
  • Oversee passing of global book, ensuring completeness in order generation, execution, and client reporting requirements.
  • Collaborate with data agents, PM and other Currency Management staff, and clients to drive accuracy in the portfolio management process.
  • Become familiar with global book of client mandates and participate directly in the portfolio management process.
  • Take initiative to drive the improvement of portfolio management process and mitigate risk. Collaborate with development teams to identify and create monitoring tools/dashboards to expand oversight capabilities.
  • The PMA will liaise with internal CM personnel in client onboarding, program design, trade confirmation, and other functions when needed.
  • Interface with the Product Specialist team on a daily basis
  • Develop a deep understanding of client strategies
  • Participate in client management activities including client service reviews, project management, and fund launch activities
  • Provide support to business development activities
  • Work closely with the team leads to ensure escalation and resolution of client related queries or requests
  • Interact with management in EMEA as directed as well as assist in creating periodic management information reporting

What we value
These skills will help you succeed in this role
  • Exhibit strong attention to detail with the ability to produce under time sensitive deadlines.
  • Strong interpersonal skills and excellent written and verbal communication skills
  • Ability to work independently and as part of a large team
  • Ability to initiate and manage projects, solve problems and multi-task

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 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.
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