AddressState Street
Who we are looking for
This position is for a Portfolio Manager in the Investment Solutions Group (ISG) in Sydney. You will work with the team to develop and manage multi asset class and currency portfolios focused on addressing long-term investment objectives from a total portfolio perspective. You will also work with both retail and institutional investors in developing a keen understanding of their investment objectives and risk tolerance to craft the most appropriate solutions. The position requires the ability to handle both multi asset portfolios (strategic and tactical) and currency portfolios. ISG Portfolio Managers are expected to actively participate in our tactical asset allocation process and to work with our clients both to review existing portfolios and develop new business.
We are seeking talented individuals with hands on experience in managing portfolios, and a real passion for the capital markets. Experience in asset allocation, currency is required. Quantitative skills and experience with optimization and risk models are a plus. In addition, you should be able to work well in a team, be highly self-motivated with the ability to execute independently.
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 Investment Solutions Portfolio Manager, you will
Portfolio management - cash flow, rebalancing, and currency management across a number of portfolios
Tactical views and implementation across a range of asset classes and vehicles
Heavy client interaction both in maintaining and driving new business
Participate in improving and developing tactical strategies
What we value
These skills will help you succeed in this role
Currency management
Strong quantitative modeling, analytical and programming skills a plus
Familiarity with optimization tools and financial software (Bloomberg)
Positive attitude, strong work ethic, ability to work independently yet also have strong team orientation
Education & Preferred Qualifications
Strong interest in capital markets, portfolio management, tactical experience
CFA or MBA or working towards a plus
7 plus years of investment experience
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.
Discover more at StateStreet.com/careers
