Systematic Equity – Research Analyst and Portfolio Manager, Officer – State Street Global Advisors

Job title: Systematic Equity – Research Analyst and Portfolio Manager, Officer – State Street Global Advisors

Company: State Street

Job description: Manage Company Stock Funds within the Systematic Equity Team on behalf of pension and defined contribution plans. Responsibilities include daily liquidity management as well as equity analytical research, fiduciary oversight and financial statement review.Responsibilities include: We are looking for a new team member to join the Company Stock Investment Team within State Street Global Advisors (SSGA) in Boston. You will join a productive and collaborative team of investment professionals, managing Company Stock portfolios bringing market-leading solutions to our clients. The Company Stock Team manages $70 billion in mandates across a broad spectrum of over 80 clients.You will manage Company Stock Funds for a group of clients as both an individual contributor and within a team setting. Rebalance stock funds daily and determine liquidity needs based on daily cash flows and trading shares of stock to maintain a determined cash liquidity range. Conduct quantitative and qualitative equity research on each client to maintain and report on the financial fundamentals of the company. Report performance, determine attribution of performance, review client portfolios to determine liquidity efficiency in the fund. Work closely with members of other internal teams to manage and support the client relationship. Implement policies and programs approved by management and the investment committee along with the investment guidelines for the fund. Assist team members with major accounts and funds through cross training of accounts, participate in Request for Proposal (“RFP”) development efforts. Generate detailed client reporting materials quarterly and annually.Education and Experience requirement: A bachelor’s degree in business, Finance, Information Technology or related field and 5 years of experience in the job offered or in the Investment Management industrySpecial skills, knowledge or certification/licensure preferred for position:Demonstrated analytical skills and acute attention to detail in managing investment portfolios; (REQUIRED) Experience with portfolio management, operations, IT departments and other internal groups as needed; Understanding of financial analysis along with markets and economic conditions; Understanding of credit markets and debt structures; Strong presentation skills and ability to interact with senior level client management; Experience using Bloomberg, FactSet and Refinitiv analytical and informational platforms; Strong time management skills to meet client requests and needs; Ability to work with team members in a collaborative environment; Travel up to 10%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 Global AdvisorsWhat We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.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.Company: State Street Global AdvisorsSalary Range: $70,000 – $115,000 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.Job Application Disclosure:It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Expected salary: $70000 – 115000 per year

Location: Boston, MA

Job date: Thu, 16 Jan 2025 07:59:56 GMT

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